119 | Are Your Bank Accounts Set Up Properly to Bypass Probate?

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 recommendedLearn more from me or connect with me:Grab your free Human Design chartLinkedInGenerate a Life Well Lived WebsiteFoundational Resources