Get the resources you need to help navigate someone else's financial affairs. A transfer on death deed (TODD) is a legal document that allows a person to transfer ownership of their property after they die.Kreig LLC is a San Antonio probate law firm that offers probate administration, probate mediation, estate planning and more. I would bring the death certificate to the bank so they know that the family member in question has died. Do you know how to find out if you are a beneficiary on a bank account? Death certificate; Proof of your identification, e.g.