Chores are no fun, but unwanted surprises can often be less fun. When it comes to movies and TV shows, we definitely don’t want to know how the story ends before we see it for ourselves. When it comes to what happens when we die, we want to know how the story ends. We want to know who gets our stuff. So here’s the not so fun part. We have to check on the companies with whom we have accounts to ensure that the people we would want to receive assets from us are actually the beneficiaries. Lots of things can happen in the process to change or appoint beneficiaries. The company can lose the paperwork; the company can get hacked and information can be corrupted and inaccessible; the information can be misfiled or lost. We can plan to do it and never get around to it. Don’t let this chore result in an unwanted ending to your story. Check your beneficiaries and ask for proof of beneficiaries designated from each company to keep for your records.
Wilson Legal, PC, 407 East Maple St., #105, Cumming, GA 30040, (770) 205-7861