EPISODE · Jun 19, 2025 · 12 MIN
119 | Are Your Bank Accounts Set Up Properly to Bypass Probate?
from Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design · host Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO
Do you have the proper beneficiary designations setup on your bank accounts? In this episode, I dive into the overlooked yet essential role of Payable on Death (POD) designations in estate planning.Whether you have a will, trust, or both, your plan might still not include properly designated PODs on your bank accounts, CDs, and money market funds.In this episode I discuss:What a POD (or TOD) designation actually doesHow PODs help your loved ones avoid probate delaysThe simple, free process to set them up through your bankCommon mistakes—like assuming joint accounts are enoughWhy naming minors as POD beneficiaries isn't recommendedWays to Connect with Me and Learn More:Apply to Work with MeGenerate a Life Well Lived WebsiteInstagramLinkedInYouTubeGrab your free Human Design chartFoundational Resources
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Do you have the proper beneficiary designations setup on your bank accounts? In this episode, I dive into the overlooked yet essential role of Payable on Death (POD) designations in estate planning. Whether you have a will, trust, or both, your plan might still not include properly designated PODs on your bank accounts, CDs, and money market funds. In this episode I discuss: What a POD (or TOD) designation actually doesHow PODs help your loved ones avoid probate delaysThe simple, free p...
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119 | Are Your Bank Accounts Set Up Properly to Bypass Probate?
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