Beneficiary Checkup
Clients make all beneficiary decisions. We simply assist with the process.
Service Description
Outdated or incomplete beneficiary designations can create unnecessary complications for loved ones. We conduct a thorough administrative review of your financial accounts to help identify outdated, deceased, or missing beneficiaries. Our service includes preparing institution forms, organizing beneficiary information, creating a beneficiary inventory, and coordinating required signatures to help streamline the update process.
Cancellation Policy
Important Disclosure: AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting, or investment advice. We provide experienced estate settlement support and administrative assistance that complements the work of your attorney, CPA, financial advisor, and other trusted professionals. Our services are designed to help executors and families navigate the administrative aspects of estate settlement and do not replace professional legal or tax advice.
Contact Details
704-589-9418
info@anchorpointestates.com