What can I do to avoid Probate for my 529 account?

  1. Home
  2. Knowledge Base
  3. Probate & Trust Administration
  4. What can I do to avoid Probate for my 529 account?

You should designate successor owner(s) for your 529, in order to avoid probate. While it’s possible in most 529 plans to name a trust as successor owner, this would be atypical as most clients instead name individuals as successor owners.

Was this article helpful?

Related Articles

REQUEST A FREE CONSULTATION

Fill out the form below to receive a free and confidential consultation.

14 + 10 =

"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY