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Change of Beneficiary
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Change of Beneficiary in Dallas

Seasoned and Reliable Estate Planning Lawyer

Things like a death, marriage, having a child, divorce, and other events can drastically change your life, and when something of this magnitude happens, it is important that you ensure your beneficiary designation is up-to-date. You may desire to leave your estate to someone else in particular and the state could take control of it if you have not designated your beneficiary properly. If you have experienced a major life event, as a qualified Dallas estate planning attorney, I can help you.

My name is Carol Butrus and I have over 20 years' experience practicing estate planning. My firm, Carol Willis Butrus, Attorney at Law, seeks to help clients navigate the often complex world of estate planning. I take the time to understand my clients' needs before creating a solution for them, whether it involves building a living trust or helping them avoid estate taxes. I can offer the reliable legal counsel you need when trying to plan your future, no matter what your financial situation is.

Do I need to change my beneficiary?

Changing your designated beneficiary depends in large part on the type of estate plan you have. You would need the help of a skilled Dallas estate planning attorney to handle something as important and delicate as altering who you want to control of your assets.

Common reasons for changing designated beneficiaries include:

  • Birth of a child
  • Marriage
  • Divorce
  • Death in the family
  • Moving, especially out of state
  • A minor beneficiary reaches the age of 18

It is crucial that you keep the information regarding your beneficiaries up to date to ensure benefits are paid according to your desires. Not naming a beneficiary or if your designated beneficiary dies before you, your benefit goes to your estate.

Secure Your Future Today

It is possible the state of Texas could get a hold of your inheritance if your estate plan is not up-to-date. Take the first step in preserve your wishes for your assets by speaking with an experienced Dallas estate planning attorney from my firm today and learn how to change your beneficiary designation quickly and how to stay on top of your estate plan.

Give my firm a call today or fill out an online form!

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Carol Willis Butrus, Attorney at Law - Dallas Estate Planning Attorney
Located at 2500 Dallas Parkway, Suite 600 Plano, TX 75093. View Map
Phone: (972) 325-7516 | Local Phone: (469) 440-5401.
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