Retirement Accounts and Estate Planning

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If you've contributed to a retirement account (IRA, 401(k), or other individual plan), then you've probably already avoided probate for the money in the account. That's because when you set up an account, your employer or the plan administrator typically gives you a form to fill out, asking you to name a beneficiary to inherit the funds in the account at your death. If you entered the name of one or more persons you want to leave the money to, you're in good shape. They'll be able to collect the money quickly and easily, without probate.

Still, there are some things you should know about naming beneficiaries: the rights of your spouse, the drawbacks of naming more than one beneficiary, and more. Here is information about your choices, so you can make the best decisions for your family.

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By clicking "Find a Lawyer", you agree to the Martindale-Nolo Texting Terms. Martindale-Nolo and up to 5 participating attorneys may contact you on the number you provided for marketing purposes, discuss available services, etc. Messages may be sent using pre-recorded messages, auto-dialer or other automated technology. You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply. Your number will be held in accordance with our Privacy Policy.

You should not send any sensitive or confidential information through this site. Any information sent through this site does not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent through this site could be intercepted or read by third parties.

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