If you have read about "transfer-on-death deeds" or "beneficiary deeds" that let a house pass automatically to your children when you die, you may be wondering how to get one in Pennsylvania. The answer is blunt: you cannot. Pennsylvania has not adopted the transfer-on-death deed, even though most other states have. This guide explains why, what happens if you try to use one anyway, and the tools Pennsylvanians actually rely on to pass real estate outside probate.
Pennsylvania does not authorize transfer-on-death deeds for real estate. More than 30 states let you record a deed naming a beneficiary who takes the property automatically at your death. Pennsylvania is not one of them. If you record such a deed here, it will not accomplish the transfer, and the property will still go through probate.1
Why Pennsylvania is different
Many states adopted the Uniform Real Property Transfer on Death Act, which created a simple recorded deed that works like a beneficiary designation for a house. Pennsylvania simply never enacted it. Pennsylvania does allow transfer-on-death registration for securities, such as stocks and brokerage accounts, under its own statute,2 but that mechanism does not extend to land or homes. So while a TOD brokerage account is perfectly valid in Pennsylvania, a TOD deed on your house is not.
What happens if you record one anyway
Attempting a TOD deed in Pennsylvania tends to backfire. Because the law does not recognize it, title insurers will not insure a transfer based on it, the county may not give it the effect you intended, and your family can be left with a cloud on the title and the very probate you were trying to avoid.1 In short, it creates cost and confusion rather than the clean transfer promised. Do not rely on out-of-state forms or generic online deeds that assume TOD deeds work everywhere.
The alternatives Pennsylvanians actually use
The good news is that Pennsylvania offers real, established ways to pass real estate outside probate. There are three main options.
1. Joint tenancy with right of survivorship
If you own your home as joint tenants with right of survivorship (or, for married couples, as tenants by the entirety), the surviving owner automatically becomes the sole owner when the other dies, with no probate.3 This is the most common Pennsylvania workaround. The trade-off is that adding a co-owner is a present gift of an ownership interest: that person's creditors and divorce can reach the property, you generally cannot undo it without their cooperation, and it can carry inheritance tax consequences (see below).
2. A revocable living trust
You can transfer your home into a revocable living trust and name who inherits it. When you die, your successor trustee transfers the property to your beneficiaries without probate, and you keep full control while you are alive.4 Because Pennsylvania has no TOD deed, a living trust is the cleanest way to pass real estate outside probate while keeping control until death. It costs more to set up and requires you to actually retitle the deed into the trust. Our guide comparing a living trust and a will in Pennsylvania covers when it is worth it.
3. A life estate deed
With a life estate deed, you keep the right to live in and use the property for the rest of your life (a "life estate") and name the person who automatically receives full ownership at your death (the "remainderman"). It passes outside probate, but it is largely irreversible: once signed, you generally cannot sell or mortgage the property freely without the remainderman's agreement, and it has its own tax consequences. It suits some situations but should be used with legal advice.
The inheritance tax implication
None of these tools avoids Pennsylvania inheritance tax. Whether real estate passes by survivorship, through a living trust, or by a life estate deed, it is generally subject to the same inheritance tax rates based on who inherits: 0% to a spouse, 4.5% to lineal descendants, 12% to siblings, and 15% to others.5 Avoiding probate is not the same as avoiding tax, a point we explain in full in our guide to Pennsylvania inheritance tax. For the broader menu of probate-avoidance tools, see our guide on how to avoid probate in Pennsylvania.
The bottom line
Forget the transfer-on-death deed in Pennsylvania; it is not an option here. Use joint ownership, a living trust, or a life estate deed instead, and choose deliberately because each has real trade-offs. Whatever you decide for your real estate, back it with a valid will so the rest of your estate is covered: build a Pennsylvania-specific will with our will form, and talk to a Pennsylvania attorney before retitling a home.
Sources
- 1Pennsylvania Transfer on Death Deed: What to Use Instead, LegalClarity (legalclarity.org)
- 2Title 20 Pa.C.S. Chapter 64, Transfer on death security registration (securities only) (legis.state.pa.us)
- 3Avoiding Probate in Pennsylvania (joint ownership), Nolo (nolo.com)
- 4What Are the Alternatives to TOD Deeds in Pennsylvania?, Lieberman & Tamulonis (zltlaw.com)
- 5Inheritance Tax, Pennsylvania Department of Revenue (pa.gov)
Frequently Asked Questions
Can I record a transfer on death deed in Pennsylvania? No. Pennsylvania does not authorize transfer-on-death (beneficiary) deeds for real estate. Recording one will not transfer the property, and it may cloud the title and force probate anyway.
Does Pennsylvania allow any transfer on death registration? Yes, but only for securities such as stocks and brokerage accounts. That mechanism does not extend to land or homes.
How can I pass a house outside probate in Pennsylvania? The main options are joint tenancy with right of survivorship, a revocable living trust, or a life estate deed. Each has trade-offs, so choose deliberately and get legal advice before retitling.
Do these alternatives avoid Pennsylvania inheritance tax? No. Real estate passing by survivorship, through a trust, or by a life estate deed is still subject to Pennsylvania inheritance tax at the rate based on who inherits.
About the author
Max Kuch
Max Kuch writes about estate planning, wills and inheritance for Pennsylvania Will Template. He gathers the rules from the Pennsylvania statutes and the leading public data, then explains them in plain, accessible language so anyone can put their wishes in writing.