Legal Question in Wills and Trusts in California

If an IRA has a beneficiary listed, are the funds in the IRA part of the will or separate from the will. Example: IRA lists person A as beneficiary, but will indicates all possessions go to person B. Does person A get the IRA? Would probate be involved?


Asked on 12/30/09, 12:59 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

An IRA account with a valid beneficiary designation is not subject to the provisions of the will, and usually does not need to be probated (assuming beneficiary survives the original account holder.)

Read more
Answered on 1/04/10, 11:45 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California