Beneficiary Designations and Legal Documents Ways we can help.... Click here to test your estate strategy knowledge! Review and help coordinate the proper beneficiary designations and account registrations throughout your estate to help bring peace of mind while avoiding the restrictions of probate. Provide a well organized collection of your most important estate planning documents. Help you keep up with your information so that it accomplishes what you intend. Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Learn More Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Learn More Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Learn More 01/20 Have a Question? We are happy to help! Name Email Address Phone Question Thank you! Oops!