Back to the article

Video guide

Does a retirement account have to go through probate? | NC

Pierce Law Group

About this video

Q: Does a retirement account have to go through probate after someone dies? A: Usually, no — a retirement account like an individual retirement account or a four oh one k usually goes straight to the named beneficiary and does not pass through probate. The key is the beneficiary designation on file with the account custodian or plan administrator. If there is a valid living beneficiary, that…

Go to Top