Search for: "Tod Beneficiaries on File"
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30 Nov 2021, 8:38 am
Jensen attempted to file a Transfer on Death (TOD) form for the client, which named him as the beneficiary. [read post]
11 Nov 2015, 6:20 am
Probate also allows creditors of the decedent to file claims against the estate prior to the distribution of estate assets to the intended beneficiaries or heirs of the estate. [read post]
17 Apr 2024, 2:09 pm
Payable-on-Death or Transfer-on-Death Accounts Since payable-on-death accounts (PODs) and transfer-on-death accounts (TODs) must designate a beneficiary, they are not subject to the California probate process. [read post]
30 Jan 2019, 12:33 pm
If you’re married, your spouse will probably be your beneficiary, but if a beneficiary dies and you do not revise the POD and TOD forms, any assets in those accounts will go through probate. [read post]
17 Aug 2022, 2:58 am
If your Will provides for a different beneficiary of your IRA account or another non-probate asset, it will be superseded by the beneficiary designation form on file with that account’s or asset’s administrator. [read post]
14 Jul 2016, 5:00 am
Creditors of the estate have a limited period of time within which they must file a claim. [read post]
21 Aug 2023, 7:03 pm
In addition to an estate’s lawyer fees, there may also be executor compensation, court filing, and other paperwork fees. [read post]
7 Jan 2011, 8:12 pm
This is also known as TOD. [read post]
16 Aug 2022, 11:08 am
There may be an old will on file you didn’t know existed. [read post]
7 Mar 2015, 7:15 pm
Oath or Affirmation on Filed Documents. [read post]
20 Apr 2011, 5:14 pm
Have you ever seen a bank account statement that has an acronym like ITF, TOD, or POD followed by someones name other than the account holder? [read post]
