Paperwork and process
What is a beneficiary designation?
Short answer
A named person or entity on a financial account or insurance policy who receives the asset at death, outside of probate. Check all accounts — beneficiary designations override what the will says.
What this usually means
A named person or entity on a financial account or insurance policy who receives the asset at death, outside of probate. Check all accounts — beneficiary designations override what the will says.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.