Start with the questions.
Some assets may pass according to a beneficiary form or the way an account is owned. That is why families often review those details alongside a will or trust conversation. The rules can vary by account, ownership, and state.
Questions worth bringing to a conversation
- Which accounts have beneficiary designations?
- When did you last review them?
- Would the people named there still match your wishes today?
You do not need every answer before you call.
Bring what you know. Jennie can help you organize the questions, understand possible next steps, and identify which licensed or qualified professional may be appropriate for your situation.
Estate Planning Answers is supported by a professional team that helps clients move from questions to action. Depending on your needs and location, services may include estate-planning and legal services through licensed attorneys, insurance services through licensed insurance professionals, investment services through appropriately registered or licensed financial professionals, and tax or benefits guidance through the appropriate professional. Availability and scope vary by state and individual circumstances. No particular legal, tax, insurance, investment, benefits, or medical outcome is guaranteed.