[WSBARP] transfer on death deed

Nicholas Pleasants nick at pleasantslaw.com
Thu Mar 21 12:39:37 PDT 2019


I’m not sure if I’m allowed to re-share our Section Newsletter on this listserv, but see Al Falk’s article in the Summer 2014 edition on TOD Deeds. There is a robust template contained in that newsletter as well. For example, I would advise the grantor to retain the right to revoke the TOD Deed. You could also name a contingent beneficiary. Just some ideas and a good discussion of other issues in that article.

Best,

Nicholas Pleasants
James Pleasants, P.C.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel.
(425) 497-0799 fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
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From: Justin Monro <justinm at monrolawfirm.com>
Sent: Wednesday, March 20, 2019 1:57 PM
To: wsbarp at lists.wsbarppt.com
Subject: Re: [WSBARP] transfer on death deed

John:

Thank you!

Justin Monro
Attorney at Law
1830 Bickford Ave. Ste 204
Snohomish, WA 98290
P: 360-863-3728
F: 360-863-3985

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of John McCrady
Sent: Wednesday, March 20, 2019 1:46 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: Re: [WSBARP] transfer on death deed

Here is a form shared previously on this list.

John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98467
253-476-5721
j.mccrady at pstitle.com<mailto:j.mccrady at pstitle.com>

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Justin Monro
Sent: Wednesday, March 20, 2019 1:28 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: Re: [WSBARP] transfer on death deed

Please share.

I have a client that had Community Prop. Agreement husband died. No PR has been appointed. Client wants to transfer deed on his death.

Thank you,

Justin Monro
Attorney at Law


From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of Kim Hammit
Sent: Wednesday, March 20, 2019 12:13 PM
To: WSBARP at lists.wsbarppt.com<mailto:WSBARP at lists.wsbarppt.com>
Subject: [WSBARP] transfer on death deed

I know this has been addressed but I cannot seem to find the actual attachments on the prior threads.  I am looking for sample language for a TODD if anyone would be so kind as to share.  Thank you!  Kimberly S. Hammit

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