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Inheritance learning center

Update your own beneficiaries and estate plan

Coordinate inherited assets with the people and goals you want to protect.

Education preview · Source review: 2026-11-08 · Confirm current rules and date-of-death applicability.

A new asset can change an old plan

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Review who owns each account, primary and contingent beneficiaries, legal decision-makers, and whether documents reflect current relationships. Do not assume a will alone updates an IRA beneficiary or a bank's payable-on-death record.

Leave usable records

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Maintain a secure inventory and let a trusted person know how to find it without sharing passwords in unsecured messages. Review after major life changes. This educational website does not draft estate documents or hold your records.

General education only, not legal, tax, or investment advice. Rules vary by situation and change over time. A licensed attorney, CPA, or financial professional can speak to your specific facts.

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References

  1. 1.IRS Publication 559: Survivors, Executors, and Administrators
  2. 2.IRS Publication 590-B: Distributions from IRAs

A gentle next step

Get your score and see your next questions

A short quiz gives you a numeric Inheritance Readiness Score. Depending on your answers, you can then choose a time for a 15-minute call, subject to availability. Every result includes your score.

Get my Inheritance Readiness Score

Want details first? What the 15-minute call covers