July 28, 2023
There are different documents required for each type of asset. Registering an asset in beneficiary form is sometimes as simple as filling out a transfer-on-death form issued by a financial institution. For other items of property, the documentation may be more complex. For example, real estate may be distributed to beneficiaries without probate, but a specialized form of deed is required.
How to Start Your Estate Plan in 3 Simple Steps
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