Legal Question in Wills and Trusts in California

In california can stocks and bonds labeled TOD avoid probate?


Asked on 1/29/11, 6:23 pm

1 Answer from Attorneys
Chris Johnson Christopher B. Johnson, Attorney at Law

Yes, if the investment account allows for it. I caution against it, though, as the provisions usually just allow for the surviving beneficiaries to inherit and don't provide for children of deceased beneficiaries or alternate beneficiaries.

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Answered on 2/07/11, 4:05 pm


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