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Transfer on Death Deeds 4: More Common Questions

Transfer on Death Deeds 4: More Common Questions

Real estate mediator Jim Hildreth gives details on California’s 2016 (amended 2022) option for transferring a home to your heirs: the Revocable Transfer on Death (TOD) deed, also called a beneficiary deed. A homeowner can transfer their primary residence to a named beneficiary or beneficiaries upon the owner’s death without a probate proceeding.

Part Four continues the discussion of the “Common Questions” about the TOD Deed, which are included in the form on pages 3-4.

Applicable forms are available from the Sacramento County Public Law Library’s website.  More information: https://saclaw.org/tod-deed

Related Videos

Transfer on Death Deeds 1: Introduction to the TOD Deed

Real estate mediator Jim Hildreth gives details on California's new (2016, amended 2022) option for transferring a home to your heirs: the Revocable Transfer on Death (TOD) deed, also called a beneficiary deed. A homeowner can transfer their primary residence to a named beneficiary or beneficiaries upon the owner’s death without a probate proceeding.¶This video covers the specific rules governing documentation, recording period, and how to revoke a deed. ¶Part one provides an introduction to the transfer on death deed in California. ¶Applicable forms are available from the Sacramento County Public Law Library’s website.  More information: https://saclaw.org/tod-deed

Transfer on Death Deeds 2: Potential Pitfalls of the TOD Deed

Real estate mediator Jim Hildreth gives details on California's 2016 (amended 2022) option for transferring a home to your heirs: the Revocable Transfer on Death (TOD) deed, also called a beneficiary deed. A homeowner can transfer their primary residence to a named beneficiary or beneficiaries upon the owner’s death without a probate proceeding. Part Two discusses potential pitfalls of using the TOD deed. Applicable forms are available from the Sacramento County Public Law Library’s website. More information: https://saclaw.org/tod-deed

Transfer on Death Deeds 3: Common Questions about the TOD Deed

Real estate mediator Jim Hildreth gives details on California's 2016 (amended 2022) option for transferring a home to your heirs: the Revocable Transfer on Death (TOD) deed, also called a beneficiary deed. A homeowner can transfer their primary residence to a named beneficiary or beneficiaries upon the owner’s death without a probate proceeding. Part Three discusses “Common Questions” about the TOD Deed, which are included in the form on pages 3-4. Applicable forms are available from the Sacramento County Public Law Library’s website.  More information: https://saclaw.org/tod-deed

Transfer on Death Deeds 5: Complications When Using a TOD Deed

NOTE: Major changes to how the beneficiary transfers the property were made in 2022. While the complications discussed here may still apply, the transfer process now includes an additional required step: notifying all people who could have a claim as heirs to allow them to object. Please see Transferring Title to Beneficiaries after a Transfer on Death Deed Takes Effect for more information. Real estate mediator Jim Hildreth gives details on California's 2016 (amended 2022) option for transferring a home to your heirs: the Revocable Transfer on Death (TOD) deed, also called a beneficiary deed. A homeowner can transfer their...

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