Beneficiary Designations and Assignments
POD/TOD registrations, retirement and insurance designations, general assignments of personalty, and keeping them coordinated.
What this guide covers
- Designations and registrations override the will and control much of the estate — audit and coordinate them deliberately.
- Re-execute designations after divorce; ERISA preemption can defeat automatic-revocation statutes.
- Assign business interests and personalty into the trust with proper consents; watch S-corporation eligibility.
The full guide includes the detailed analysis, worked examples, statutory citations, and related resources below.
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Educational reference, not legal advice. Prepared for licensed professionals as general reference; not legal advice and no attorney-client relationship is created. Law varies by state and changes over time — verify transfer-tax figures and statutory citations against current primary authority. This resource was last updated 2026-07-31. Estateur is not a law firm.