Retirement Benefits Planning

Retirement Benefits Planning

Based on the sample materials provided in Life and Death Planning for Retirement Benefits, Natalie Choate’s essential guide to understanding this complex subject, Retirement Benefits Planning offers forms and language for estate forms and language for estate planners dealing with retirement benefits.

Our Solution


Million Dollar Solution

Automated forms, allowing you to easily and efficiently draft custom beneficiary designations. Automated letters to the administrator or custodian of a qualified plan or IRA, providing direction regarding post-death administration matters. Language to be included in a client’s Will, revocable trust, or other documents, relating to retirement benefits, including sample “see-through trust” provisions..

Document Summary


Connelly v. United States, U.S., No. 23-146, Opinion 6/6/24
  • Beneficiary Designation Forms
  • Letters to Administrators
  • Sample Clauses