Beneficiary Designations Product Demo
Did you know that having a valid will in place is not enough? Some assets are passed outside of a will, through a beneficiary designation form. These include "non-probate" assets like retirement accounts, life insurance policies, brokerage accounts, and more.
This recorded demo walks you through the beneficiary designation product's user flow, to demonstrate how it helps your supporters thoughtfully consider their legacy plan for non-probate assets. As you'll see, the product encourages them to consider your organization as a beneficiary for these assets, which can be considerable!
Questions? Please reach out to your FreeWill strategist.
