Estate Planning Coordination
Your attorney drafts the documents. The accounts have to agree with them, and that is where things drift.
Titles and beneficiary forms sit with the institutions, not with the will. When they disagree, the form is usually what happens.
We read what your accounts say and take the differences back to your attorney.
What this covers
What coordination means here
1
How accounts are titled
2
Beneficiary forms on record
3
Documents your attorney holds
4
Reviewing after a life change
More in Estate & Legacy Planning
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.