estate planningpro+high risk

Beneficiary Designation Audit (Coordination Checklist)

Audit beneficiary designations for plan coordination (no advice).

≈ 20 minutes saved per run.

What it does

Creates a checklist to gather and compare beneficiary designations (retirement, insurance, POD/TOD) against stated plan goals, flagging mismatches as VERIFY questions.

Inputs

Plan Goals (as stated)
text|json · required
Accounts/Policies List
json|text · required

Outputs

Audit Checklist
json
Mismatch Questions
json

Guardrails

No legal conclusions
No advice
Consultant review required

Disclaimer:Audit checklist only. Consultant must advise on beneficiary coordination and legal implications.