Beneficiaries & Designations
Designate who inherits your estate and ensure every account has a named beneficiary.
Why beneficiary designations matter
Accounts with named beneficiaries pass directly to those individuals outside of probate — regardless of what your Will or Trust says. Missing or outdated designations are one of the most common estate planning mistakes.
Named Individuals
No beneficiaries added yet
Add your spouse, children, and other heirs. You can assign specific roles such as Primary Beneficiary, Contingent Beneficiary, or Successor Trustee.
Account Beneficiary Designations
AccountPrimary BeneficiaryContingentStatus
No accounts tracked yet. Add assets in your Asset Inventory to track beneficiary designations here.