ProbateIndividually owned — passes by will
Lake Cabin — Grand Lake
$415,000
Real Estate
Leave as-is (passes via will)
Responsible — Attorney
$415,000
Non-ProbateJoint / TOD / beneficiary designation
✓
First National Checking ••0219
$85,000
Bank Account
Passes by beneficiary designation
Responsible — Client
…
Fidelity Rollover IRA ••7730
$640,000
Retirement
Passes by beneficiary designation
Responsible — Client
Term Life — Northwestern ($1.5M)
$1,500,000
Life Insurance
Passes by beneficiary designation
Responsible — Client
$2,225,000
Revocable Trust(s)Retitled into trust
Whitaker Joint Revocable Trust
✓
Residence — 214 Foxglove Lane
$780,000
…
Vanguard Brokerage ••4471
$1,240,000
Whitaker Dental, LLC (60%)
$950,000
$2,970,000
Funding progress: 2 of 7 complete
29%