What To Do If Your Spouse Passes Away 🤑🏦 #finance #financetips #personalfinance

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  1. LOL………. Amateurs

    1. Yes if your wife had a bank account in her name
    and you had one in your name ,
    When she passes you don't get that money
    PUBLIC TRUSTEE STEPS IN

    2. A WILL MEANS ABSOLUTELY NOTHING,
    Take these words literally .
    A Will serves only 1 purpose you can rely on …….
    If you don't have a will BY DEFAULT the entire estate goes to the state.
    so absolutely make a will, But don't think that your last will and testament will be respected or followed.
    i speak from personal experience

    3. HERE IS WHAT YOU DO .
    First, When your partner is alive ensure YOUR BANK ACCOUNTS ARE IN BOTH NAMES AND YOU ARE BOTH ACCOUNT HOLDERS WITH UNLIMITED ACCESS.
    not one primary account holder and a secondary.
    No No… BOTH PRIMARY

    that way when she passes, THAT MONEY IS AUTOMATICALLY YOUR MONEY AND LEGALLY DOES NOT FORM PART OF THE ESTATE

    The POD thing is a waste of time

    THE ONLY SURE WAY TO ENSURE YOUR WISHES ARE RESEPECTED ARE….

    a) Give the person who you want to have stuff… Your stuff before you pass away .
    that way when you pass you die with nothing in the estate.

    b) ANY WILL CAN BE CONTESTED

    c) if a will is contested IT AUTOMATICALLY BECOMES NULLIFIED
    therefore……. A Will means nothing

  2. This is so true…my sis had a colleague whose husband passed away…when the family decided to claim and withdraw the money his husband left from the bank she was told to prepare necessary papers as proof of the relationship with the deceased… everything was accomplished and complied with… but…the money was never given to the family… so here is my advice: always have a joint account with your spouse not just and but and/or meaning even if one is absent the other can claim in case of death…

  3. > ⚠️ Important: POD accounts are for individual accounts, not jointly owned accounts. If you already have a joint account with your spouse, she/ he likely already has full access, but confirm with the bank.

    1. Understand the “POD” Concept

    POD = Payable on Death (sometimes called “Totten Trust”).

    It allows the account owner(s) to name one or more beneficiaries who automatically receive the funds when the owner dies.

    Key benefit: It bypasses probate. The bank transfers the money directly to the named beneficiary.

    2. How to Set Up a POD Account

    1. Contact your bank: Ask for their POD designation form (sometimes online or in-person).

    2. Fill out the form:

    List the beneficiary name (your wife) exactly as it appears on her ID.

    Include her date of birth for clarity.

    Specify whether it applies to the current account balance only or also future deposits.

    3. Submit the form: The bank will update your account to reflect the POD beneficiary.

    4. Confirmation: Make sure to get written confirmation from the bank.

  4. Just finished a probate for a friend. The lawyer fee was $6500😮 10 days to even get started at the bank another 25 days for the bank to release funds from the account to the lawyer. Was a beneficiary on a Tax Free Savings account, and I received those funds at 14 days direct deposit. Make sure you have a joint account with your spouse that will make things easier for accessing funds.

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