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Beneficiary Designation Audit
Retirement accounts, life insurance, and payable-on-death forms override the will every time. This audit shows the family what's missing before probate does.
Need help interpreting your results?
Numbers on a page don't decide anything. A 30-minute call will. Walk through what you just saw with Ryan Riggins, Senior Transition Advisor for the family home. No sales pressure. Ryan is a licensed NC broker (#361546, eXp Realty) but does not work as a traditional listing agent.
Not comfortable with a call? Just want to shoot me an email? Reach me at ryan@rigginsstrategicsolutions.com