Tool
Beneficiary review checklist
Work through pensions, life insurance, wills, trusts, company shares and investment accounts. Ticking a line means you have looked, not that the document is correct.
Checklist
This tool is for illustration and record-keeping only. It does not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances. This is not estate-planning advice.
Saved in this browser only. It is not sent to WiT Access. Use Reset to delete it from this browser.
0 of 16 marked.
Tick a line when you have found the document and noted what it currently says. A tick is not a decision about who should benefit.
How to use this
- Tick a prompt once you have found the document and noted what it currently says.
- Take anything that no longer matches your intentions to a qualified adviser.
- Reset the ticks if you want a fresh pass.
What this tool does
- Lists places where a nomination or a will often sits.
- Keeps your ticks in this browser.
What this tool does not do
- Tell you who should benefit.
- Update a provider or a will.
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