Nonprobate Transfer

draft

Assets that pass outside the probate estate — revocable trusts, TOD deeds, POD accounts, JTWROS, beneficiary designations, superannuation/CPF/EPF nominations.

nonprobate-transfer.json — Core Entity

Properties(16)

Property	Type	Required	Format	Description
`id`	`string`	✓	`uuid`
`type`	`string`	✓		superannuation_nomination = Australian super. cpf_nomination = Singapore CPF. epf_nomination = Malaysian EPF. mandatory_savings_nomination = generic for other national provident funds.(revocable_trust, tod_deed, pod_account, jtwros, tenancy_by_entirety, beneficiary_designation, life_insurance_nomination, superannuation_nomination, cpf_nomination, epf_nomination, mandatory_savings_nomination)
`designationType`	`string`
`description`	`string`
`trustId`	`string`		`uuid`
`propertyId`	`string`		`uuid`
`assetIds`	`string[]`
`beneficiaryPersonIds`	`string[]`
`contingentBeneficiaryPersonIds`	`string[]`
`survivingOwnerPersonIds`	`string[]`
`passesOutsideEstate`	`boolean`	✓
`bindingNomination`	`boolean`			Whether the nomination is binding on the fund trustee. Australian super nominations may be binding or non-binding.
`nominationExpiryDate`	`string`		`date`
`recordingReference`	`string`
`jurisdiction`	`jurisdiction`
`notes`	`string`

References

This schema references the following schemas:

jurisdiction

Referenced By

The following schemas reference this one:

schema

Raw JSON Schema

{
  "$schema": "https://openinherit.org/v1/dialect.json",
  "$id": "https://openinherit.org/v1/nonprobate-transfer.json",
  "title": "Nonprobate Transfer",
  "description": "Assets that pass outside the probate estate — revocable trusts, TOD deeds, POD accounts, JTWROS, beneficiary designations, superannuation/CPF/EPF nominations.",
  "type": "object",
  "properties": {
    "id": { "type": "string", "format": "uuid" },
    "type": {
      "type": "string",
      "enum": [
        "revocable_trust", "tod_deed", "pod_account",
        "jtwros", "tenancy_by_entirety", "beneficiary_designation",
        "life_insurance_nomination", "superannuation_nomination",
        "cpf_nomination", "epf_nomination", "mandatory_savings_nomination"
      ],
      "$comment": "superannuation_nomination = Australian super. cpf_nomination = Singapore CPF. epf_nomination = Malaysian EPF. mandatory_savings_nomination = generic for other national provident funds."
    },
    "designationType": { "type": "string" },
    "description": { "type": "string" },
    "trustId": { "type": "string", "format": "uuid" },
    "propertyId": { "type": "string", "format": "uuid" },
    "assetIds": {
      "type": "array",
      "items": { "type": "string", "format": "uuid" }
    },
    "beneficiaryPersonIds": {
      "type": "array",
      "items": { "type": "string", "format": "uuid" }
    },
    "contingentBeneficiaryPersonIds": {
      "type": "array",
      "items": { "type": "string", "format": "uuid" }
    },
    "survivingOwnerPersonIds": {
      "type": "array",
      "items": { "type": "string", "format": "uuid" }
    },
    "passesOutsideEstate": { "type": "boolean" },
    "bindingNomination": {
      "type": "boolean",
      "$comment": "Whether the nomination is binding on the fund trustee. Australian super nominations may be binding or non-binding."
    },
    "nominationExpiryDate": { "type": "string", "format": "date" },
    "recordingReference": { "type": "string" },
    "jurisdiction": { "$ref": "common/jurisdiction.json" },
    "notes": { "type": "string" }
  },
  "required": ["id", "type", "passesOutsideEstate"],
  "patternProperties": {
    "^x-inherit-": {}
  },
  "unevaluatedProperties": false
}