The next few weeks
Update your own beneficiary designations
If they were listed as a beneficiary on any of your accounts (life insurance, retirement, bank accounts, transfer-on-death accounts), update those designations now. It's easy to forget until years later, when it becomes a bigger problem.
What you'll need
- A list of your own accounts and policies
Get help with this
Why we recommend Gentreo
Gentreo and GoodTrust help you update your own will and beneficiary designations.
Trusted partner
Gentreo
Build and securely store your will, living trust, and power of attorney for one simple annual price.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
Free · Call or text 301-539-9175