Is Your Estate Plan Still Connected?

Your estate-planning documents may reflect exactly what you want. But do the beneficiary information and records held by your financial institutions support the same plan?

Naming a trust as the beneficiary of a retirement account is only one part of the decision. How the trust is written can affect what happens next—and that's worth reviewing with the right professionals.

Your estate plan may not need to be rewritten—but the pieces are still worth reviewing. Here’s how to check whether your accounts, beneficiaries, documents, and financial team are still working from the same plan.