08/26/2026
Beneficiary designations play a bigger role in estate planning than most people realize. They determine who receives funds from accounts like retirement plans and life insurance — and they can even override the instructions in a will.
Our team at Longevity Law helps clients across the Bay Area make sure these designations align with their broader estate plan, especially when navigating trusts and wills in California or managing cross‑border assets.
If you’re unsure whether your beneficiary designations are up to date, we’re here to help you review them. Reach out to schedule a consultation and get clarity on your next steps.
An attorney-client relationship is formed only if we have signed a legal services agreement. Information provided does not constitute legal advice and should not be taken as a substitute for retaining a qualified attorney for your specific matter.