[WSBAPT] CPWROS combined with TODD?

[Laura Latta]

Thank you for weighing in on this. I was thinking that the deed language
seems compatible, but my instinct was that the recorder would reject a
single deed with both transfers. It probably should have been obvious that
the difference in the REETA  requirements would require two deeds. I
appreciate you flagging this! Any other pro tips?

On Wed, Apr 15, 2026 at 10:47 PM Sarah McCarthy <sarah at kawlawyers.com>
wrote:

> Hi Laura,
> I think They should definitely be 2 separate deeds- the Todd doesn't vest
> until the death of both grantors and remains revocable, no Reeta is filed
> until both deaths.
>
> The deed to establish the Jtwros would require a reeta.
>
> Different wac exemptions for both.
>
> I don't ever try and skip steps and combine functions governed by
> different wac exemptions.
>
> Sarah
>
> Sent by dictation from my iPhone. Please excuse typos and missing
> punctuation!
>
> *Sarah O’Farrell McCarthy*
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> On Apr 15, 2026, at 10:16 PM, Laura Latta <laura at lauralatta.com> wrote:
>
> 
>
> Double checking to see if anyone has thoughts about combining Community
> Property with a right of survivorship with a TODD? See more below.
>
> On Mon, Apr 13, 2026 at 1:42 PM Laura Latta <laura at lauralatta.com> wrote:
>
>> This is a first for me. Have any of you combined a transfer from H&W as
>> community property to H&W as community property *with right of
>> survivorship* and a transfer-on-death deed after the death of both
>> spouses?
>>
>> I'm aware of the typical pros and cons related to TODDs, but I'm
>> interested in hearing about additional considerations when combining CPWROS
>> and TODD.
>>
>> For folks who have taken this route before, have you had any luck using a
>> single deed or do you need one deed to establish the CPWROS and a second
>> deed for the TODD?
>>
>> All thoughts and experience are welcome.
>>
>> Warmly,
>> Laura
>>
>>
>> *Laura LattaLaw Office of Laura Latta PLLC*
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