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  2. Probate - Wikipedia

    en.wikipedia.org/wiki/Probate

    For example, life insurance and retirement accounts with properly completed beneficiary designations should avoid probate, as will most bank accounts titled jointly or made payable on death. [33] Some states have procedures that allow for the transfer of assets from small estates through affidavit or through a simplified probate process.

  3. Concurrent estate - Wikipedia

    en.wikipedia.org/wiki/Concurrent_estate

    A joint tenancy or joint tenancy with right of survivorship (JTWROS) is a type of concurrent estate in which co-owners have a right of survivorship, meaning that if one owner dies, that owner's interest in the property will pass to the surviving owner or owners by operation of law, and avoiding probate. The deceased owner's interest in the ...

  4. Sworn declaration - Wikipedia

    en.wikipedia.org/wiki/Sworn_declaration

    Where allowed, such an endorsement gives the document the same weight as an affidavit, per 28 U.S.C. § 1746 [2] The document is called a sworn declaration or sworn statement instead of an affidavit, and the maker is called a "declarant" rather than an "affiant", but other than this difference in terminology, the two are treated identically by ...

  5. Sole Survivor Policy - Wikipedia

    en.wikipedia.org/wiki/Sole_Survivor_Policy

    The Sole Survivor Policy or United States Department of Defense Directive 1315.15 "Special Separation Policies for Survivorship" describes a set of regulations in the United States military, partially stipulated by law, that are designed to protect members of a family from the draft during peacetime or wartime if they have already lost family members to military service.

  6. Affidavit - Wikipedia

    en.wikipedia.org/wiki/Affidavit

    Vasil Levski's affidavit, 16 June 1872, Bucharest, Romania. An affidavit (/ ËŒ æ f ɪ ˈ d eɪ v ɪ t / ⓘ AF-ih-DAY-vit; Medieval Latin for "he has declared under oath") is a written statement voluntarily made by an affiant or deponent under an oath or affirmation which is administered by a person who is authorized to do so by law.

  7. Elective share - Wikipedia

    en.wikipedia.org/wiki/Elective_share

    To accomplish that, the augmented estate is calculated by combining the value of the probate estate with such things as the value of gifts given by the decedent to third parties, property or accounts held in survivorship estates (such as a joint bank account, the proceeds of which would pass to the survivor among the account holders), the value ...

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