Probate & Administration

TOD (Transfer on Death)

A designation on an asset (like a brokerage account or real estate deed in some states) that specifies who inherits it when you die. The asset transfers directly to the named beneficiary without going through probate.

Practical Example

Carol adds a TOD designation to her brokerage account naming her daughter. When Carol dies, her daughter simply presents a death certificate to the brokerage firm and the account transfers to her, completely bypassing probate.