[WSBAPT] Transfer of Real Property without Probate?
Sara M
sara.l.mcculloch at gmail.com
Mon Mar 5 18:47:11 PST 2018
I am doing some estate planning for a Client in his 70s. His wife passed
away 4 years ago. No probate was done. Wife died suddently with no
extended illness or medicaid. The house is owned outright, worth around
$250,000, still in both names. Everything else went to the husband via
beneficiary designation or joint tenancy. There is assets over $500,000
ininvestments, so doesn't appear to be creditors. Wife's will gives all to
Husband.
They have one child. Client wants to give all to his daughter. I think it
makes sense to do a transfer on death deed on Client's house and avoid
probate upon his death. All other assets are joint with his daughter or
she is the beneficiary.
I think we need to probate deceased wife's estate to properly remove her
from the title and then have Client record the transfer on death deed.
Or is there a non-probate avenue I should consider?
Thank you,
Sara McCulloch
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