# Spot beneficiary mix-ups between your will and your accounts

> It notices the old retirement account that still names someone your will left out years ago.

Upload your will summary and the beneficiary pages from your accounts and policies. AI lists every place they don't match, as plain-words questions to take to your estate attorney.

- Page: https://thesolocreators.com/prompts/beneficiaries-vs-will-mismatch-list/
- Category: Handle life admin fast
- Made for: Everyone
- Works in: Claude, ChatGPT, Gemini
- Time: About 15 minutes
- Effort: A few steps
- Note: Not legal advice. Black out account and ID numbers first, and confirm every finding with your estate attorney.
- Published: 2026-10-31

## How do I check my beneficiaries match my will?

Upload your will summary and the beneficiary page from each account and policy, then ask AI to list every place they don't match as questions for your estate attorney. Claude, ChatGPT and Gemini can all read the PDFs and build the table. It's most useful after a marriage, divorce, new child or job change, when old accounts get forgotten. Black out account numbers first, and treat the list as a checklist for your attorney, not a final answer.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
I've attached a summary of my will and the beneficiary pages from my accounts and insurance policies. I'm not asking for legal advice. I want a plain-words check I can take to my estate attorney. Make a table of every account and policy with: who it names as primary and backup beneficiary, how it's titled, and what my will says should happen to it. Then list every mismatch or gap, such as an account that names someone the will doesn't, a missing backup beneficiary, or an account titled in a way the will doesn't expect. My family situation is [FAMILY SITUATION, e.g. remarried, two adult kids]. My main wish is [YOUR MAIN WISH, e.g. split everything equally between kids]. Finish with the questions I should ask my attorney, in order of importance.
```

## Step by step

1. Download the beneficiary page for each account and policy as a PDF
2. Black out account numbers and ID numbers
3. Attach those PDFs and your will summary to a new chat
4. Paste the prompt below and fill in the brackets
5. Bring the question list to your estate attorney

## What you'll get

A table of every account and policy against your will, a list of mismatches and gaps, and the questions to bring to your estate attorney.

## Good to know

**How do I check my beneficiaries match my will?** Upload your will summary and the beneficiary page from each account and policy, then ask AI to list every place they don't match as questions for your estate attorney. Claude, ChatGPT and Gemini can all read the PDFs and build the table. It's most useful after a marriage, divorce, new child or job change, when old accounts get forgotten. Black out account numbers first, and treat the list as a checklist for your attorney, not a final answer.

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. Not legal advice. Black out account and ID numbers first, and confirm every finding with your estate attorney.

**How long does it take?** About 15 minutes. It's rated "A few steps". There are 5 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: family situation and your main wish. You can skip any, and your AI will ask for them.

**What will I get back?** A table of every account and policy against your will, a list of mismatches and gaps, and the questions to bring to your estate attorney.

Idea spotted on the official docs, shared by Anthropic: https://claude.com/resources/articles/claude-for-financial-advisors. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: TLDR (Your AI stops writing walls of text: every reply leads with the next action, numbered and skimmable); Second Brain (Give your AI a memory it reads across every project, so it finally knows your business).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.