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 Listjson|text · required
Outputs
- Audit Checklistjson
- Mismatch Questionsjson
Guardrails
- No legal conclusions
- No advice
- Attorney review required