Individual skill

beneficiary-review-guide

Guides users through auditing beneficiary designations across all account types that carry them (retirement, insurance, payable-on-death, transfer-on-death). Identifies common conflicts between beneficiary designations and will provisions, and produces a reconciliation checklist for attorney review. Use when the user asks about reviewing beneficiaries, checking who inherits their accounts, or whether their beneficiary designations are up to date. Do NOT use for recommending specific beneficiary choices, providing tax advice on beneficiary strategies, or drafting legal documents.

src/process/resources/skills-library/bodies/skills/legal-civic/beneficiary-review-guide/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

Yes

Repository scan complete

No

Skill scan complete

Yes

Observed behavior

Instructions only

Last checked

Nov 10, 2026

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