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Beneficiary designations: the quiet estate problem

Registered accounts and insurance policies pass by designation, not by your will. Out-of-date names are one of the most common issues we find.

September 30, 2025 · 4 min read

People update their will and assume everything follows. Registered accounts and insurance policies do not — they pay to whoever is named on the designation.

Where things go wrong

A former spouse still named on a policy from a previous decade. A parent named before children were born. An estate named as beneficiary when a named individual would have been simpler and faster.

These are not complicated problems. They are simply invisible until they matter, at which point they cannot be corrected.

What to do

List every registered account and insurance policy you hold, confirm the named beneficiary on each, and check that it agrees with your will and your current intentions.

Repeat the check after any marriage, separation, birth or death in the family.

This article is general information as of September 30, 2025 and is not financial, tax or legal advice. Rules and product features change. Speak with a licensed Investco advisor about your own circumstances.