Some of your assets will not be transferred to beneficiaries based on the instructions in your will. This includes things like: Retirement accounts (401K, 403b, 457, pension, IRA) Life insurance Annuities Transfer on death (TOD) or payable on death (POD) accounts. For these assets, you need to provide instructions directly to the financial institution. ContactContinueContinue reading “How Do I Update My Beneficiaries With Financial Institutions?”