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Understanding Probate: What Advisors Should Know

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

Understanding Probate: What Advisors Should Know

In the first episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore what probate is, why it occurs, and the key reasons many families choose to avoid it.

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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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