Transfer-On-Death Accounts

Transfer-On-Death Accounts

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Transfer-On-Death Accounts

Transfer-On-Death Accounts definition:  Transfer-on-death accounts includes investment accounts (i.e. stocks, bonds, and mutual funds) and in some states, vehicles and real estate property. These assets can be transferred to named beneficiaries upon the client holder’s death outside of the probate process.

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