In This Case Do I Really Have To Probate?

[dannyb]

What is the name of your state? NewYork

Guy dies with a will naming wife as only heir, has no creditors, $50K+ estate all in a non-joint online account that can be accessed by the heir who can withdraw the funds and deposit them in a pre-existing joint account. Is probate necessary?

 

[Dandy Don]

Contact the county courthouse probate court to find out what the minimum amount of estate value must be before probate is required. There probably will not be a need for probate.

Looks like the money will pass to the heir anyway, so again no need for probate if heir is an account beneficiary.