Beneficiary Audit Tracker

Track and manage beneficiary designations across all your accounts

Why Track Your Beneficiaries?

Beneficiary designations override your will. If you forget to update them after major life events (marriage, divorce, births, deaths), your assets may go to unintended recipients. This tracker helps you stay organized and avoid costly mistakes.

📋
All Accounts in One Place Track retirement, insurance, and bank accounts
⏰
Review Reminders See which accounts need attention
🖨️
Print & Export Create a record for your files

💡 Quick Tips

Account Summary

0
Total Accounts
0
Current
0
Needs Review
0
Outdated
Secure cloud sync: Your data is automatically saved to your account and synced across all your devices.

📁 Your Accounts

Synced
📂

No accounts tracked yet

Click "Add Account" to start tracking your beneficiary designations.

Disclaimer: This tool is for personal organization only. It does not constitute legal advice or replace official beneficiary designation forms. Always verify and update beneficiaries directly with each financial institution. Consult with an estate planning attorney for personalized guidance.