The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
Fix Marta's 401(k) beneficiary
Owner Paul Alden · Due Aug 15, 2026
WHAT THIS IS
The plan still names the estate; the estate plan intends the revocable trust. One form closes the gap.
THE EVIDENCE
The source documents this item rests on. Open any of them - the drawer shows the filed excerpt.
401(k) beneficiary confirmation - Marta
AGING · 67dPlan recordkeeper
Primary beneficiary on file: “Estate of account holder.”
VERIFIEDAlden Family Revocable Trust - 2023 restatement
STALE · 1017dReyes Estate Law
Marta & Paul co-trustees; successor trustee Daniel Reyes.
VERIFIED
CONTEXT FROM THE RECORD
What the weekly briefing already says about this item - same sentences, same citations.
The gaps: Marta's 401(k) still names the estate instead of the trust (LA-4, one form); no digital-asset access plan exists - the exchange sleeve has no 2FA-recovery delegate and the self-custody seed succession is undocumented, which strands the crypto; and the financial POA dates to 2019 - old enough that banks push back.
VERIFIED
HISTORY
- MAY 11, 2026
Daniel Reyes - Mismatch caught in the beneficiary register review.