Many investment accounts and retirement assets allow owners to designate one or more beneficiaries to receive the remaining funds after the owner's passing. These non-probate assets are transferred to heirs or beneficiaries outside of a will and can include Donor Advised Funds, Individual Retirement Accounts (IRAs), 401(k)s, pensions, bank and brokerage accounts, and life insurance policies.
To help you organize your beneficiaries, which can include individuals or nonprofit organizations like BB&N, use this online tool to organize all of your assets and make sure they go to protect the people and causes you love. This resource helps you document your assets in one place, and provides detailed instructions on how to set up each beneficiary. Plan your beneficiaries today.