Blog Post

How Is an Asset Registered in "Beneficiary Form?"

John Tamboer

Jul 28, 2023

There are different documents required for each type of asset. Registering an asset in beneficiary form is sometimes as simple as filling out a transfer-on-death form issued by a financial institution. For other items of property, the documentation may be more complex. For example, real estate may be distributed to beneficiaries without probate, but a specialized form of deed is required.

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