Cybersecurity

Beneficiary Audit

Audit 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.

Publisher / source
mohitagw15856/pm-claude-skills (found on the CSV list)
Upstream record
mohitagw15856/pm-claude-skills
Version
Version 2
Published
Publication review
Approved for publication · recorded passed scan 2026-11-02
Content fingerprint
a435deb6a6550e502fb1ff3ba1667fd23bf936bb45b0284319a272b50f78e9f5