Beneficiary & Asset Review

Synchronizing your non-probate assets with your primary estate documents prevents devastating distribution failures.

An estate plan is only effective if your assets actually line up with your legal documents. Many people do not realize that retirement accounts (like 401ks or IRAs) and life insurance policies completely bypass a Will or Trust; they go directly to whoever is named on the beneficiary designation form. We provide a thorough, meticulous review of your assets. We look closely at every account title and beneficiary form across Chicago and the suburbs to ensure your entire financial world works in perfect harmony with your estate plan, preventing accidental cross-inheritance mistakes.