Transfer on Death Accounts

A TOD is a designation on a stock or bond certificate that is Transferable On Death to a specific beneficiary or group of beneficiaries.  A TOD passes outside the probate system and is usually administered by the institution holding the stock certificates.

A TOD is a useful planning tool if you want to give stocks or bonds to your heirs.  Remember however, if you own a home, real property, or a vehicle, you may still need to probate your estate with a Will, unless you have prepared a Living Trust.

These are documents you may need to plan your estate and simplify your life:

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