District of Columbia Beneficiary Designation Review Checklist
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
District of Columbia-specific Beneficiary Designation Review Checklist. Audits life insurance, IRAs, 401(k)s, TOD/POD accounts, and brokerage accounts under D.C. Code §§ 19-601 et seq. (nonprobate transfers) and D.C. Uniform TOD Security Registration Act (D.C. Code §§ 28-2901 et seq.). Covers post-divorce revocation (D.C. Code § 18-110), SECURE Act coordination, D.C. Medicaid estate recovery (D.C. Code § 4-213.01), and D.C. estate tax threshold ($4,000,000 — relevant for high-value beneficiary planning). 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 District of Columbia attorney for advice specific to your situation.
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