Beneficiary Audit
mohitagw15856/pm-claude-skillsAudit the beneficiary designations that quietly override wills — the account-by-account sweep, the life-event triggers that make them stale, and the coordination check against actual intentions. Use when asked check my beneficiaries, does my 401k go to my ex, do beneficiary forms beat a will, or what should I update after marriage/divorce/a birth. Produces the account sweep list, the stale-designation red flags, the intent-vs-paperwork comparison table, and the update checklist with the verify-in-writing step.
At a glance
/plugin marketplace add mohitagw15856/pm-claude-skills
/plugin install beneficiary-audit
Setup, runtime and requirements describe mohitagw15856/pm-claude-skills, the repo this skill ships in.
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