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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.
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 But life changes quickly, and outdated designations are one of the most common causes of accidental probate.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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Related Articles:
This article explains the key concepts covered in this resource:
The Beneficiary Check-Up Toolkit
What you’ll get:
✔ A simple worksheet to review and update your beneficiaries
✔ A checklist of accounts that commonly require beneficiary designations
✔ Guidance to help prevent accidental inheritance mistakes
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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.