Beneficiary Account Tool
Private labeled in app experience and client deliverables of account summaries that further advisor and client understanding of account disposition and provide a continual monitoring capability, with actionable insights.
1. How do I use the Beneficiary Account Tool?
The beneficiary account tool is designed to integrate a review of contract property with other estate planning arrangements within Holistiplan estate to provide a holistic overview of wealth transfer documents and beneficiaries.
The tool is designed to facilitate a periodic review that coordinates advisors and other members of a client's estate planning and execution team on an all too often overlooked aspect of estate planning, account titling and beneficiary designations.
2. How do I get the most out of the tool?
Include as many accounts as are applicable to your review, consider:
- Retirement Accounts
- Life Insurance & Annuities
- Investment Accounts
- Bank Accounts; and
- Other Non-Probate Assets.
3. What are supporting documents?
Attaching supporting documents is an optional action for users to link their Beneficiary Account review to supporting beneficiary designation forms. Please note, Holistiplan Estate Specialists do not review these document types.