(800) 815-2750
PROTECT YOUR HOME FROM PROBATE
A Transfer on Death Instrument (TODI) helps homeowners transfer their home to a chosen beneficiary while avoiding probate—all for a simple flat fee of $349.
✔ Started and backed by experiences real estate attorneys
✔ Flat Fee: $349
✔ Affordable alternative to a full estate plan
✔ Online enrollment in minutes
WHY A TODI
A Transfer on Death Instrument (TODI), sometimes called a Transfer on Deed or Beneficiary Deed, is a legal document that allows homeowners to designate who will receive their home upon their death. Unlike a deed that transfers ownership immediately, a TODI lets you retain complete ownership and control of your property during your lifetime. You may continue to live in your home, sell it, refinance it, or revoke the TODI at any time.
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When properly executed and recorded, a TODI can allow your home to pass directly to your named beneficiary after your death, avoiding probate for the property. It is a simple and affordable estate-planning tool that helps provide clarity for your loved ones while giving you peace of mind that your wishes will be honored.
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A typical estate plan that includes a trust in order to avoid probate wil usually cost
Avoid Probate – A TODI can allow your home to pass directly to your chosen beneficiary, helping avoid the time, expense, and complexity of probate.
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Maintain Full Ownership – You keep complete ownership and control of your home during your lifetime, including the ability to sell, refinance, or revoke the TODI if your circumstances change
Affordable Estate Planning – A TODI offers a cost-effective way to plan for your home's transfer without a comprehensive estate plan, saving you thousands of dollars.
Prepared by Experienced Professionals – LegacyGuard Partners was founded and is backed by experienced real estate attorneys, so all documents are state-compliant and customized for you.
Protect Your Family – Make it easier for your loved ones to receive your home with fewer legal hurdles during an already difficult time.
Simple, Secure Process – Enroll online in minutes, provide your beneficiary information, and we'll prepare your Transfer on Death Instrument for a flat fee of only $349.
WHAT IS INCLUDED
Flat Fee - Only $349
No hourly attorney fees.
No expensive estate planning package.
No hidden costs.
Just everything you need for one low price.
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For a one-time flat fee of just $349, LegacyGuard Partners provides everything you need for a legally valid Transfer on Death Instrument (TODI):
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✔ Professionally Prepared TODI – Your Transfer on Death Instrument is professionally prepared using the property and beneficiary information you provide.
✔ Property Information Review – We review your property's legal information to help ensure your TODI is prepared accurately.
✔ Beneficiary Designation Preparation – We prepare your TODI to reflect the beneficiary or beneficiaries you choose.
✔ Step-by-Step Signing Instructions – You'll receive clear instructions explaining how to properly execute your TODI in accordance with state requirements.
✔ County Recording Instructions – We provide detailed guidance for recording your TODI with the appropriate county recorder so it can become effective.
✔ Complete Document Package – Receive your completed TODI along with all supporting documentation and instructions needed to finalize the process.
✔ Dedicated Customer Support – Our team is available to answer questions about your TODI preparation and the recording process.
PLUS
✔ One Complimentary Revision – If you need to update your beneficiary information within 90 days of purchase, we'll prepare one revised TODI at no additional charge.
Why Homeowners Choose LegacyGuard Partners
Your home is likely your largest financial asset, and planning for its future shouldn't be complicated or expensive.
LegacyGuard Partners was founded and is backed by experienced real estate attorneys with decades of experience helping homeowners protect their property and navigate real estate transactions. We understand that many homeowners want a simple, affordable way to ensure their home passes to the people they choose without the cost and complexity of a comprehensive estate plan.
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Our mission is simple:
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To make one of the most valuable estate-planning tools affordable and accessible for every homeowner.
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At LegacyGuard Partners, our goal is to help homeowners protect what matters most—making it easier for their home to pass to the next generation while providing confidence and peace of mind.
