Legal Question in Wills and Trusts in Texas

My mother has made me beneficiary of a CD at her bank. When she dies does this go to probate or do all I need to do is claim this with her death certificate or what. Please advise


Asked on 2/19/10, 10:47 am

1 Answer from Attorneys
Arthur Geffen Arthur H. Geffen, P.C.

If the CD is POD (Payable on Death) or JTWROS (Joint Tenants with Right of Suvivorship) then with a death certificate, it should be yours.. it does not go through probate.

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Answered on 2/24/10, 10:54 am


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