Beneficiary Designation Audit
Your will says one thing. Do your accounts agree? Most people's don't.
Review Your Designations
Beneficiary designations on retirement accounts, life insurance, and bank accounts override your will. If they're outdated or wrong, assets go to the wrong person — no matter what your estate plan says. Review each account type below.
Next step
Make sure your beneficiaries are actually right.
Beneficiary designations override your will — one outdated form can send assets to the wrong person. Have an Ament Law Group attorney review yours.
★ 4.9 on GoogleAV Preeminent™Super Lawyers125+ yrs combined
Prefer we just send it to you?
This checklist is for general awareness only and does not constitute legal advice. Beneficiary designations involve complex legal, tax, and family considerations. Consult a licensed attorney before making changes.