Broker Check

Do you remember who you assigned as beneficiaries?

Beneficiary Questionaire


It is important to understand each families situation and make sure the proper beneficiary is listed on your accounts.  For IRA's, 401k, life insurance we designate the beneficiary and contigent beneficiaries.  For regular checking accounts, brokerage accounts and real estate you can use a transfer on death form.  

To get a picture of your situation please fill out the form so we can start working on verifying and creating the right beneficiaries for your accounts.

ps we do not provide legal advice.  We can set up a free consultation with an estate planning attorney.