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Understanding Probate: What Assets Go Through Probate?

December 15, 2025 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Understanding Probate: What Assets Go Through Probate?

In the second episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline which assets are subject to probate, how title and beneficiary designations impact the process, and why misconceptions around wills and joint ownership often create estate planning pitfalls.

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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