Yes! By establishing a Transfer on Death (TOD) or Payable on Death (POD) provision, you can transfer assets to SOAR365.
A TOD is generally only used for investable assets, such as securities, bonds and mutual funds. A POD is very similar to a TOD, but it is used for savings accounts, money market accounts and CDs. Through a TOD or POD arrangement, you can bypass the delays and costs associated with probate and qualify for an estate tax charitable deduction. You will need to notify the manager of your financial institution and complete the necessary designation forms.