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Brenda Sheriff, C.S.A.

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How to Increase the Net Worth in Our Communities

If there’s a trust or TODI (Transfer On Death Instrument), follow those paths. A properly funded living trust allows the successor trustee to sign a Trustee’s Deed to the beneficiary. A TODI recorded before death lets the named beneficiary record a Notice of Death Affidavit and Acceptance, then take title outside probate.