Could One Outdated Beneficiary Form Undo Your Entire Estate Plan?

Many retirement accounts pass according to beneficiary designations, not your Will or Trust. Download our free checklist to help identify potential mistakes before they become costly problems for your loved ones.

What You'll Learn

Inside this free guide you'll discover:

✅ The 7 accounts that should be reviewed regularly

✅ Common beneficiary mistakes people make

✅ Why beneficiary forms often override a Will

✅ When a Trust may be a better beneficiary choice

✅ Red flags that should prompt a review with an estate planning attorney

Who Should Download This Guide?

This guide is especially helpful if:

  • You have an IRA, 401(k), 403(b), or other retirement account

  • You've been divorced or remarried

  • You have minor children or grandchildren

  • Your estate plan was created several years ago

  • You want to make sure your assets pass according to your wishes

Download Your Free Retirement Account Beneficiary Review Checklist

At Mackintosh Law, PLLC, we help North Carolina families create estate plans that work together. That includes reviewing beneficiary designations, retirement accounts, trusts, powers of attorney, and other important planning documents.