Beneficiary Audit — HeirGuard

Have you ever been married before, or has a beneficiary on any of your accounts passed away?

This helps us understand what to look for.

There's a good chance someone you didn't intend is currently set to inherit one of your accounts. Let's find out which ones in the next 10 minutes.

You're not alone — 67% of people can't name the beneficiary on their retirement accounts. Let's find out if yours are up to date in the next 10 minutes.

Even without a major life change, most people have at least one account with no beneficiary at all — which means probate, delays, and the worst possible tax outcome for your heirs. Let's check.

What types of financial accounts do you have?

Tap every account type that applies. We'll walk through each one individually.

🔒 We never ask for account numbers, passwords, or balances. Just the type of account, where it's held, and who you've named.

Let's review each account

We'll walk through one at a time. It's quick.

A few details to catch more issues

This helps our review framework apply the right rules to your situation.

Marital status

Have you been previously married?

State of residence

I have minor children (under 18)

I have a will

I have a trust

Your name (optional — for your report)

Email (optional — to email your report)

Review and run your audit

Double-check your info, then let our review framework find the risks.