General information about asset records and transfers. Title, contracts, beneficiary forms, and local law determine the result.
The home may be a probate asset, trust asset, survivorship asset, or transfer-on-death asset depending on the recorded title.
Map the asset before choosing a document
Records that answer the ownership question
- recorded deed and any homestead declaration
Transfer and administration decisions
- Does the recorded title match the estate plan's assumptions?
Risks to pause on
- A trust schedule cannot substitute for a deed when state law requires a recorded conveyance.