Periagoge
Scenario

When a spouse's outdated beneficiaries create financial chaos after death

My husband died suddenly and I just discovered he has a life insurance policy that names his ex-wife as the beneficiary and she says she will not change it because their children deserve that money more than I do.

More people experience this than they realize.

What we've seen

Administrative oversights become devastating betrayals when death reveals that legal documents did not keep pace with evolving love and loyalty.

Your guide for this
Rabia
Rabia works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Estate planning?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.