Nonprobate Transfer

Required fields

idtransferTypepassesOutsideEstate

Fields

Field	Type	Description
assetIds	array[string]	References to Asset.id(s) that pass via this nonprobate transfer
beneficiaryPersonIds	array[string]	Person IDs of the primary beneficiaries or surviving owners who receive the asset
bindingNomination	boolean	Whether the beneficiary nomination is legally binding on the fund trustee. Australian superannuation nominations may be binding (valid for 3 years) or non-binding (trustee has discretion) Whether the nomination is binding on the fund trustee. Australian super nominations may be binding or non-binding.
contingentBeneficiaryPersonIds	array[string]	Person IDs of contingent beneficiaries who receive if the primary beneficiaries predecease
description	string	Free-text description of the nonprobate transfer
designationType	string	More specific description of the transfer mechanism
id	string	Unique identifier for this nonprobate transfer within the INHERIT document
jurisdiction	Jurisdiction	Jurisdiction governing this nonprobate transfer
nominationExpiryDate	string	Date the nomination expires, if applicable. Australian binding nominations expire after 3 years and must be renewed
notes	string	Free-text notes about this nonprobate transfer
passesOutsideEstate	boolean	Confirmation that this asset passes outside the probate estate. Should always be true for nonprobate transfers
propertyId	string	Reference to a Property.id if this transfer relates to real estate (e.g. TOD deed, JTWROS property)
provenance	Provenance	Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it
recordingReference	string	Recording or filing reference for the transfer instrument (e.g. county recorder reference for a TOD deed)
survivingOwnerPersonIds	array[string]	Person IDs of surviving joint owners for JTWROS and tenancy by entirety transfers
transferType	enum	The mechanism by which this asset passes outside the probate estate revocable_trust: assets in a revocable (living) trust pass to beneficiaries outside probate. tod_deed: transfer-on-death deed — property transfers automatically on death (US states). pod_account: payable-on-death bank account. jtwros: joint tenancy with right of survivorship — deceased's share passes automatically to survivor(s). tenancy_by_entirety: US spousal joint tenancy — creditor-protected. beneficiary_designation: named beneficiary on a financial account. life_insurance_nomination: named beneficiary on a life insurance policy. superannuation_nomination: Australian superannuation death benefit nomination. cpf_nomination: Singapore Central Provident Fund nomination. epf_nomination: Malaysian Employees Provident Fund nomination. mandatory_savings_nomination: generic for other national provident fund nominations.
trustId	string	Reference to a Trust.id if this transfer is via a revocable trust

revocable_trust

tod_deed

pod_account

jtwros

tenancy_by_entirety

beneficiary_designation

life_insurance_nomination

superannuation_nomination

cpf_nomination

epf_nomination

mandatory_savings_nomination

revocable_trust: assets in a revocable (living) trust pass to beneficiaries outside probate. tod_deed: transfer-on-death deed — property transfers automatically on death (US states). pod_account: payable-on-death bank account. jtwros: joint tenancy with right of survivorship — deceased's share passes automatically to survivor(s). tenancy_by_entirety: US spousal joint tenancy — creditor-protected. beneficiary_designation: named beneficiary on a financial account. life_insurance_nomination: named beneficiary on a life insurance policy. superannuation_nomination: Australian superannuation death benefit nomination. cpf_nomination: Singapore Central Provident Fund nomination. epf_nomination: Malaysian Employees Provident Fund nomination. mandatory_savings_nomination: generic for other national provident fund nominations.