Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLIAbout this skill
Audit the beneficiary designations that quietly override wills — the account-by-account sweep, the life-event triggers that make them stale, and the coordination check against actual intentions. Use when asked check my beneficiaries, does my 401k go to my ex, do beneficiary forms beat a will, or what should I update after marriage/divorce/a birth. Produces the account sweep list, the stale-designation red flags, the intent-vs-paperwork comparison table, and the update checklist with the verify-in-writing step.
Quick start
- Copy the install prompt. Use the green button above this README.
- Send it to your agent. Paste it into your coding agent’s chat and send.
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Review, license & listing details
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About scan coverage and limitationsAbout this listing
- Category
- General
- Reported license
- MIT
- Listing language (estimated)
- English
- Review status
- Not individually reviewed
- Agent compatibility
- Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.