Certified Senior Advisor (CSA) Practice Test

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If there is no valid will, which entity generally does NOT receive assets from a decedent's estate?

Spouse

State government

In cases where there is no valid will, the distribution of a decedent’s assets typically follows the laws of intestacy specific to the state in which the deceased resided. Under these laws, the decedent's assets are usually divided among their surviving relatives. A spouse, children, and siblings are often prioritized in the distribution process, depending on the state laws, which typically favor immediate family members.

The state government does not generally receive assets from a decedent's estate unless there are no surviving relatives. This process, known as escheat, occurs only when the deceased has no identifiable heirs. Therefore, in the absence of a valid will, it is primarily the surviving family members who inherit the estate, making the assertion regarding the state government’s role in receiving assets the correct answer in this context.

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Children

Siblings

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