Asset Titling and Probate

A married couple owns the following assets:

  • Residence titled as joint tenants with right of survivorship
  • Individual brokerage account owned solely by the husband
  • Husband's IRA naming his wife as primary beneficiary
  • Revocable living trust funded only with investment real estate

The husband dies unexpectedly.

Which of the following assets would generally NOT pass through probate?

  1.  The individually owned brokerage account only
  2.  The residence and the IRA
  3.  The residence, the IRA, and the assets titled in the revocable trust
  4.  All of the listed assets