estate planningpro+high risk

Beneficiary Conflict Checker

Flag mismatches across will, trust, and beneficiary forms.

≈ 30 minutes saved per run.

What it does

Compares beneficiary designations across estate plan documents, insurance, retirement accounts, and flags potential conflicts or gaps for consultant review (VERIFY all sources).

Inputs

Estate Plan Beneficiaries
json|text · required
From will/trust (as stated)
Account Beneficiaries (optional)
json|text · optional
From insurance, retirement accounts, etc.

Outputs

Conflicts
json
Gaps
json
Review Checklist
json

Guardrails

No legal advice
No resolution recommendations
Consultant review required

Disclaimer:Conflict detection only. Consultant must evaluate legal implications and advise client on necessary changes.