The transfer on death (TOD) designation lets beneficiaries of non-retirement accounts receive assets at the time of the person’s death without going through probate. Securities accounts use TOD while bank accounts use POD.
Maryland Office
9099 Ridgefield Drive Suite 101
Frederick, MD 21701
VP: (240) 439-6889
Voice: (240) 379-6929
Fax: (240) 379-6909
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611 S. Congress Ave. Suite 440
Austin, TX 78704
VP/Voice: (512) 410-0739
Fax: (512) 692-2990
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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.
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