Transfer on Death Instruments

A Transfer on Death Instrument (“TODI”) can be used in a small estate where your home is really the main asset, and a trust really isn’t necessary. TODIs need to be executed like a Will, but recorded like a deed. You name your beneficiaries, and we would work with your beneficiaries to execute the required acceptance documents after you pass away. A valid TODI will allow your family to avoid the costly option of Probate.