JM Law PLLC

A beneficiary designation form is a legal document, which means it overrides your will, it overrides your trust, and it rarely gets updated when life changes.

Marriage. Divorce. A new child. A death in the family. Any of these can make an old designation a serious problem.

At JM Law, reviewing beneficiary designations against your estate plan is part of how we make sure your plan actually does what you intend. Members of our JM LAW CARES Program have this built into their annual review.

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60% of families with an estate plan stop there.

A will or trust is a strong foundation. But it only answers one question: where do your assets go? It doesn't answer whether they'll still be intact when they get there.

Distribution and protection are two different jobs. Most plans are built for one. A complete plan addresses both.

If you're not sure which category yours falls into, that's worth a conversation. Connect with our team today and ensure you've planed for, protected, and preserved your legacy for generations.

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