L
Ledger / Beneficiaries
HomeBeneficiaries

Beneficiaries

Who inherits what — across every account.
Distribution
Default allocation applied unless overridden per account.
  • CV
    Carla Velasco García
    Spouse · DOB 1991-09-04
    50%
    Verified
  • LV
    Leo Velasco García
    Child · DOB 2018-06-19
    25%
    Verified
  • SV
    Sofía Velasco García
    Child · DOB 2021-11-02
    25%
    Verified
Total allocation · 100%
Estate planning
Last will
Updated 2024-09-12
Notarized · stored with Trust & Will
Healthcare directive
Not on file
Per-account designation
Override the default allocation on any account.
  • Brokerage · Vanguard
    TOD (Transfer on Death)
    Recorded
  • High Yield Savings
    POD (Payable on Death)
    Recorded
  • Main Checking
    POD (Payable on Death)
    Recorded
  • Roth IRA
    Designated beneficiary
    Recorded
  • Life insurance · $500k term
    Beneficiary form
    Action required
Review recommended every 12 months
Major life events — marriage, child, divorce — should trigger an immediate review.