Beneficiary Deed

by | Jul 26, 2025 | 0 comments

A beneficiary deed is (more or less) a transfer on death form for real estate.

 

A key consideration is that it DOES NOT affect any outstanding mortgages, so if there’s a mortgage, then there needs to be a conversation with the bank.

 

A key part of the Beneficiary deed will be the property’s ‘legal description’.