Concept Preview / Not yet available
A future tool to check whether you're eligible for a Transfer on Death Deed (TODD), flag conflicts like existing mortgages, co-ownership, or Medicaid estate recovery exposure, and see the state-specific signing, witness, and notarization rules before you file. This page previews the workflow; the live questionnaire and document generator are not built yet.
Designed for: Homeowners in the 32+ states (plus DC) that allow Transfer on Death Deeds who want to understand eligibility and filing requirements before using a free single-state PDF form.
This page validates the workflow, information architecture, and user demand. It does not provide a live production service.
Proposed workflow
Answer questions about your property and household to see whether a TODD is likely available to you and whether common conflicts apply, such as an existing mortgage, a co-ownership arrangement, Medicaid estate-recovery exposure, or a minor named as beneficiary.
Once eligibility looks clear, see the signing, witness, and notarization requirements that apply in your state, since these vary by statute and a document valid in one state can be invalid in another.
See what your county recorder's office typically requires to record the deed, plus the matching revocation document if you later change your mind or the beneficiary changes.
Concrete walkthrough
A homeowner in Travis County, Texas owns a single-family home with an existing mortgage and wants to name one adult child as beneficiary without going through probate.
Illustrative result: likely eligible for a Texas Transfer on Death Deed since Texas permits TODDs and an existing mortgage does not by itself disqualify the property; the deed would need to be signed, notarized, and recorded with the Travis County Clerk before the owner's death to take effect. This is a sample illustration only, not output from a live eligibility engine.
This example is illustrative only. No eligibility questionnaire or document generator is live yet; do not rely on this example as legal guidance for your own property.
Honest scope
Method
This preview is based on published state Transfer on Death Deed statutes and public guides describing which states allow TODDs and what general categories of requirements (signing, witnessing, notarization, recording) apply, rather than on a live rules engine.
Evidence
This concept follows the validated research snapshot for this Project; individual outputs still require professional verification.
Tracks which states have enacted Transfer on Death Deed statutes and summarizes state-by-state variation referenced in this preview.
Primary state statute underlying the Texas illustrative example, including signing and recording requirements.
This page is a concept preview, not a live product. No eligibility questionnaire, document generator, or recorder submission tool exists yet on this site. Nothing on this page is legal advice or a substitute for review by a licensed attorney in your state. Transfer on Death Deed eligibility and requirements vary by state and by individual circumstances not captured in the illustrative example above.
Content reviewed or specified on .
Questions
No. This page is a concept preview describing a planned workflow. The eligibility questionnaire, deed generation, and recorder submission package are not built yet.
As of recent published state guides, 32 states plus Washington DC have enacted Transfer on Death Deed statutes. This preview uses Texas as an illustrative example; other states are not yet covered in detail.
That has not been decided. Whether licensed-attorney review will be required or offered is an open question that will be resolved before any live tool launches, to address unauthorized-practice-of-law risk.
Generally no, an existing mortgage does not by itself disqualify a property in most TODD states, but it is one of the conflicts the planned eligibility check would flag for you to review, as shown in the Texas example on this page.
No. This page is educational content describing a planned tool and does not constitute legal advice. Consult a licensed attorney in your state before making estate-planning decisions.
Concept Preview · Not yet available
This tool is not live yet. Contact us to be notified when the eligibility questionnaire and state-specific generator become available.
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