Commit to a Beneficiary Designation Audit
Create and send a client-specific beneficiary designation audit request.
Send a beneficiary designation audit request for one client estate-planning file. Client has retirement accounts, life insurance, POD/TOD accounts, or brokerage beneficiary forms that may not match the will or trust. Audit request: "Your will or trust does not automatically control every account. Please send current beneficiary confirmations for: [account 1], [account 2], and [account 3]. We will compare each form to your intended plan before recommending any update." In 3 days, check whether confirmations were requested, received, or need a follow-up nudge. A client with an equal-shares will and an IRA beneficiary form older than five years A second-marriage…
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