Legal Question in Wills and Trusts in Texas
Probate issue
If I leave whatever I have to my daughter by transfer on death of my account can she give a sum of money to a charitable organization I specificy in my will.
Asked on 2/23/07, 5:24 pm
1 Answer from Attorneys
Peter Bradie
Bradie, Bradie & Bradie
Re: Probate issue
No. The account passes by contract and is not part of your estate. Your will only deals with your estate.
You can specify a sum to be sent to the charitable organization as a named beneficiary of your account with the balance to your daughter. Just write, "See attached" in the little space they give you to name a beneficiary, and attach a sheet of paper with your instructions as to whom your beneficaries are to be.
Answered on 2/23/07, 8:15 pm