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 attorney review (VERIFY all sources).
Inputs
- Estate Plan Beneficiariesjson|text · requiredFrom will/trust (as stated)
- Account Beneficiaries (optional)json|text · optionalFrom insurance, retirement accounts, etc.
Outputs
- Conflictsjson
- Gapsjson
- Review Checklistjson
Guardrails
- No legal advice
- No resolution recommendations
- Attorney review required