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Asset & Beneficiary Check-Up Toolkit

Simple steps to make sure your assets, accounts, and instructions match your real-life wishes.

This toolkit provides a straightforward way to review your assets, confirm how they transfer, and identify gaps that could create confusion, delays, or unintended outcomes.

A Clear Way to Prevent Planning Gaps

Beneficiary designations, account ownership, and asset titles determine how many things transfer after you pass away — sometimes outside of your will or trust. Life changes quickly, and outdated information can create delays, probate issues, or outcomes you never intended.

Inside this Toolkit

PDF Guide:

  • Understand how different assets transfer
  • Review beneficiary, POD, and TOD instructions
  • Learn how ownership and trusts affect your plan
  • Identify common planning gaps to avoid
  • See real-life examples of how small details matter

Editable Asset Tracker

  • Create a high-level inventory of important assets
  • Track ownership and transfer methods
  • Review beneficiary status and updates
  • Capture follow-up items and next steps
  • Complete annual check-ins as life changes

Looking for more resources?

Visit our Tools & Resources page for more free downloads.

Related Articles:

These articles explains the key concepts covered in this resource:

The Beneficiary Check-Up Toolkit

What you’ll get:

✔ A practical guide to review assets, beneficiaries, and transfer instructions
✔ An editable tracker to organize accounts and identify planning gaps
✔ A simple review process to keep your plan aligned as life changes

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Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.