Indiana Transfer-on-Death (Beneficiary) Deed

Indiana Transfer-on-Death (Beneficiary) Deed

Use this form to leave your Indiana real estate without probate. You retain ownership, responsibility, and control over the property during your life. After your death, ownership transfers to the beneficiary you name. We take you through all the steps, including:

  • naming your beneficiaries
  • writing a description of the property
  • reviewing your completed deed, and
  • signing the deed and having it notarized.

You can save and edit the form before you buy -- just create a Nolo.com account. It's easy, free, and there's no obligation to buy anything. If you purchase the form, you'll be able to print, send, or download it.

See below for a full product description.

Recording requested by:


and when recorded mail
this deed and tax statements to:
 


Transfer-on-Death Deed

Alternate Selection: [number of owners]
Label Contract Text
one owner I,  (owner), transfer upon my death for no consideration to  (primary beneficiary), any interest I own at my death in the following real estate located in the City of , County of , Indiana:
two owners

We,  and  (owners), transfer upon our death for no consideration to  (primary beneficiary), any interest we own at our death in the following real estate located in the City of , County of , Indiana:

Page Break

 

Unchangeable Alternate Selection: [number of owners unchangeable]
Label Contract Text
one owner
Alternate Selection: [death of beneficiary]
Label Contract Text
gift voided If a primary beneficiary predeceases the owner, the conveyance to that primary beneficiary shall lapse and no transfer shall occur.
goes to beneficiarys estate If a primary beneficiary predeceases the owner, the conveyance to that primary beneficiary shall become part of the estate of the primary beneficiary.
goes to alternate beneficiary If a primary beneficiary predeceases the owner, the conveyance to that primary beneficiary shall be distributed to  (contingent beneficiary).
two owners
Alternate Selection: [beneficiary death]
Label Contract Text
gift voided If a primary beneficiary predeceases the owners, the conveyance to that primary beneficiary shall lapse and no transfer shall occur.
goes to beneficiarys estate If a primary beneficiary predeceases the owners, the conveyance to that primary beneficiary shall become part of the estate of the primary beneficiary.
goes to alternate beneficiary

If a primary beneficiary predeceases the owners, the conveyance to that primary beneficiary shall be distributed to  (contingent beneficiary).

 
 
 
Unchangeable Alternate Selection: [signatures unchangeable]
Label Contract Text
one owner

Signature: ________________________________________
Date: ____________________________________________

two owners

Signature: ________________________________________
Date: ____________________________________________

Signature: ________________________________________
Date: ____________________________________________

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Acknowledgment

State of __________________________                   )
                                                                                    )           ss
County of _____________________________         )

 

 

Before me, a notary public in and for said county and state, personally appeared _______________________________________________________________________________________, who acknowledged the execution of the foregoing instrument. 

Witness my hand and notary seal this _________ day of _____________________, 20____.


______________________________________________
Signature of Notary Public

______________________________________________
Printed Name

 

My commission expires: ________________________

Resident of _______________________ County, Indiana
 

This document prepared by:

I affirm under the penalties for perjury, that I have taken reasonable care to redact each Social Security Number in this document, unless required by law.

 

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Avoid probate and pass on your Indiana real estate with a simple transfer-on-death deed

If you own real estate in Indiana and want to make sure it passes to your heirs without the hassle of probate court, you can use a transfer-on-death (TOD) deed. This document transfers ownership of your property just like a regular deed you might use to transfer real estate, but with a crucial difference: It doesn't take effect until after your death.

It's easy to make a TOD deed.  You'll simply complete the following steps:

  • fill in information about you and the TOD beneficiary
  • provide a description of the property
  • check over the completed deed
  • sign the deed in front of a notary public, and
  • record the deed at the recorder's office in the county where the property is located.

Take care of your beneficiaries and help them to avoid probate with this plain-English eForm from Nolo

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