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Updated 12 months ago on . Most recent reply

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Braath Waate
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Estate planning: Automatic transfer of assets to charity after death?

Braath Waate
Posted

I own property and have no children or real persons that I want to inherit my property after death.  I do not want to use a will or trust to designate inheritance after my death.  Instead, I have established a donor advised fund (DAF) for charitable giving during and after my death.  Setting the DAF to be the beneficiary of liquid assets is simple.   It is also simple to use a beneficiary deed (transfer-on-death) for real property.

However, if there is no named executor of my estate (no will/no trust), how would the DAF be notified of my passing and the existence of the beneficiary deeds?  Is there a death notification service in the US that would do this (I couldn't find any)?   I would rather not have to rely on asking some random unrelated person to have this responsibility.

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