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Estate Planning Series

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The Beneficiary Check-Up Toolkit

Simple steps to make sure your accounts match your real-life wishes.

This toolkit provides a straightforward process to review your accounts and ensure your money goes exactly where you intend.

Download the Beneficiary Toolkit

A Clear, Confident Way to Avoid Accidental Probate

Beneficiary designations control many of your most important accounts — often more than your will or trust. But life changes quickly, and outdated designations are one of the most common causes of accidental probate.

Inside this Toolkit

✔ Guided beneficiary review worksheet (PDF)
✔ Editable tracking spreadsheet (Excel)
✔ Step-by-step review checklist
✔ Common mistakes to avoid
✔ Tips for keeping your designations up to date

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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.