Beneficiary Audit
A full review of every retirement account, annuity, and life insurance policy to confirm primary and contingent beneficiaries are correct.
Services
Estate Planning Coordination
Working alongside your attorney to make sure beneficiary designations, titling, and wealth transfer strategies are aligned.
An estate plan is only effective when every piece works together. We coordinate with your attorney and tax professionals to help ensure beneficiary designations, trusts, account ownership, and retirement assets align with your wishes. Our role is to help simplify the process and reduce the likelihood of unintended consequences for the people you care about most.
Titling & TOD/POD
Aligning account ownership and transfer-on-death registrations with your overall estate strategy.
Trust Funding
Helping ensure assets are properly titled to (or named for) your revocable or irrevocable trusts.
Legacy Conversations
Optional family meetings to share your wishes with heirs so there are no surprises.
Who this is for
Anyone with a will or trust — and anyone who knows they should have one but hasn't gotten around to it.
How we work together
- 1Review of existing wills, trusts, and powers of attorney.
- 2Beneficiary and titling audit across every account.
- 3Recommendations and warm introductions to estate attorneys when needed.
- 4Annual check-in to keep documents current as life changes.
Explore other services
All servicesRetirement Planning
Income strategies, Social Security timing, pension election, Medicare considerations, and withdrawal planning so your money lasts as long as you do.
Learn moreInvestment Management
Diversified portfolios aligned with your risk tolerance, goals, and time horizon — reviewed and rebalanced regularly.
Learn moreRisk Management & Insurance
Insurance plays an important role in protecting your financial future — coordinated with your broader retirement and wealth management objectives.
Learn moreTax-Aware Strategies
Roth conversions, tax-efficient withdrawals, and asset location — coordinated with your CPA to help minimize lifetime taxes.
Learn moreReady for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.