✅ Estate Planning Tool
Beneficiary Audit Checklist
Outdated beneficiaries are one of the most common — and most devastating — estate planning mistakes. Walk through every account type and make sure the right people get your money.
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Here's your beneficiary status. Review any flagged items and update them with your account providers.
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💡 How Often Should You Do This?
Review beneficiaries annually and after any major life event: marriage, divorce, birth of a child, death of a beneficiary, or major career change. Beneficiary designations on accounts like 401(k)s and life insurance override your will — so even a perfect will can't fix an outdated beneficiary form.