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Bank Tellers: The Destroyers of Estate Plans

It happens all too often. A client takes the time to take care of his or her family’s future, completing a careful estate plan.  Some time later, though, a mistake is made when the client mistakenly goes into a bank, or insurance brokerage, or stock brokerage and fills out a beneficiary designation form nominating someone as beneficiary that conflicts with the terms of his or her will or trust.


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About John Donahue

John Donahue is a California attorney whose practice focuses primarily on counseling and helping client’s prepare their estate planning documents, such as wills, living trusts, powers of attorney, and health care directives at an affordable, flat-rate price. Call today for a Free Consultation -John Donahue on Google+!

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