Beneficiary Designation Review Checklist
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Comprehensive Beneficiary Designation Review Checklist for all 50 states. Audits every account and asset with a beneficiary designation — life insurance, IRAs, 401(k)s, Roth IRAs, TOD/POD bank accounts, brokerage accounts, and real estate — to ensure alignment with your overall estate plan. Covers SECURE Act coordination (10-year rule), common errors including minors as direct beneficiaries, outdated post-divorce designations, and estate-as-beneficiary pitfalls. Includes summary action-item checklist and professional advisor coordination section. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Universal attorney for advice specific to your situation.
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