Quote:
Originally Posted by Slainte
Great job with the enhanced Lady Bird Deed. If you also add your son’s name as POD (Pay On Death) to your bank accounts, he only has to present a certified death certificate to the Bank & they have to release the account to him. A Transfer on Death Deed can be used on investments & stocks. Some states have DMV forms to claim inheritance of any vehicles (often called ‘Affidavit of Intestacy for a Motor Vehicle’). Check for unclaimed property in all states you lived (they usually want a Probate order if your heir is trying to claim a decedent’s amount due.) Also do a short Will naming your son as Executor and sole heir, as a safety net.
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Thanks, but already done that.