Use a clear prompt list to review the designations that may sit outside a will.
Review the people named on your accounts.
Use this worksheet alongside records from your account providers. Track what you have checked and the questions to resolve before requesting any changes.
Your answers stay in this page and disappear when you reload or leave. Download or print a copy to keep them. Use general notes; do not enter passwords, account numbers, or other sensitive details.
Which accounts and policies need a review?
Not reviewed yet
Consider retirement accounts, life insurance, employer benefits, and accounts with payable-on-death or transfer-on-death designations.
Notes or questions (optional):
Have you confirmed the current designations with each provider?
Not reviewed yet
Use current provider records rather than relying on memory or the wording of your will. Record only a general reminder here.
Notes or questions (optional):
Have you reviewed primary and backup beneficiaries?
Not reviewed yet
Check the names and allocations shown in the provider records, including what happens if a named person cannot receive the benefit.
Notes or questions (optional):
Have family or life changes prompted new questions?
Not reviewed yet
Consider a marriage, divorce, birth, death, or a change in relationships. Ask the provider and your attorney what needs attention.
Notes or questions (optional):
Does anyone need special planning?
Not reviewed yet
Ask an attorney about intended beneficiaries who are minors, receive means-tested benefits, or may need help managing property.
Notes or questions (optional):
Do you know the next step for unresolved items?
Not reviewed yet
List questions for your provider or attorney. If you request changes separately, confirm they were accepted and keep the confirmation securely.
Notes or questions (optional):
This worksheet organizes a conversation. It does not create or change a will, guardian nomination, beneficiary designation, or other legal document. A qualified attorney can advise on your circumstances and state law.