Hard Assets Alliance platform does not have the option to designate a beneficiary for accounts.
However, in the unfortunate event of a person's passing, Hard Assets Alliance (HAA) handles the administration of their account per the necessary documentation required.
For individual accounts: HAA will default to the estate and will accept instructions from the executor.
Joint accounts with rights of survivorship: HAA will default to the surviving owner according to the type of joint account chosen. Joint WROS vs Joint TIC
For entities such as corporations or LLCs: HAA will follow instructions from the executor.
IRA accounts: HAA will send the funds to the IRA custodian. Beneficiaries can be established through your IRA.
- ***All documentation is reviewed by our legal department.
Please keep in mind that documentation will be required for these accounts, including a valid photo ID for the executor or joint account member, a death certificate, and executor of the estate documentation.If you have any additional questions, please contact us over the phone to talk specifics on your account.