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.
Published . Steps as of October 2026.
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.
A picture made with AI to show the idea.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
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.
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.
Step by step
- Download the beneficiary page for each account and policy as a PDF
- Black out account numbers and ID numbers
- Attach those PDFs and your will summary to a new chat
- Paste the prompt below and fill in the brackets
- 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.
Not legal advice. Black out account and ID numbers first, and confirm every finding with your estate attorney.
- Made for
- Everyone
- Works in
- Claude, ChatGPT, Gemini
