- Account Registrations and Beneficiaries -

You have bank accounts, investment accounts, and retirement accounts, but do you know how they are registered and if they have a beneficiary on them? Let me create a list of your accounts and beneficiaries. Once you know how everything is set-up you’ll be able to talk to your financial planner and/or estate attorney about any changes that are needed. After you’ve talked to your advisors I can help you complete the paperwork to update your registrations and/or your beneficiaries.

Account Registration