Built for households with $2M–$30M in assets.
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Divorce restructures every dimension of your estate plan — most of it urgently.

Beneficiary designations, powers of attorney, and trust documents naming your spouse remain legally valid until explicitly changed. In the middle of a divorce, your ex may still control your assets if something happens to you.

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What changes at the $2M–$30M level

Beneficiary designations naming your spouse on IRAs, 401(k)s, and life insurance remain valid until changed
Your spouse may still hold Durable POA and Healthcare Proxy authority during the divorce process
QDROs (Qualified Domestic Relations Orders) govern how retirement accounts are divided — timing matters
Joint trusts must be bifurcated; revocable trusts may need complete restructuring
Estate tax planning built around marital deduction strategies no longer applies

Your action plan

Ordered by urgency. Items marked "Immediate" should be addressed within 2–4 weeks.

⚡ Immediate priority
1
Update beneficiary designations immediatelyImmediateWithin 14 days

Federal law (ERISA) governs retirement accounts — state divorce law does not automatically update beneficiaries. Your ex remains the beneficiary until you change it.

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2
Revoke existing POA and Healthcare DirectiveImmediateWithin 14 days

Your spouse may still have legal authority to make financial and medical decisions for you during the divorce. New documents should be executed immediately.

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3
Understand QDRO requirements for retirement accountsImmediateWithin 30 days

Dividing 401(k)s and pension plans requires a court-approved QDRO. The process takes months — start early to avoid delays.

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⏰ Within 90 days
4
Rebuild your estate plan as a single personWithin 90 daysWithin 90 days

New will, updated trust structure, revised distribution plan, and guardian designations if children are involved.

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📋 Within 6 months
5
Model your post-divorce estate and retirement pictureWithin 6 months

Asset division changes your retirement projections, estate tax exposure, and Social Security strategy significantly.

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5-Question Assessment

How prepared are you for divorce?

Answer 5 questions and get a personalized readiness score with specific gaps identified.

1. Have you updated beneficiary designations on all retirement accounts and insurance policies?
2. Have you revoked any POA or Healthcare Directive naming your spouse?
3. Do you understand the QDRO process for dividing retirement accounts?
+ 2 more questions
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Get professional help

⚖️
Find an estate attorney

An estate attorney can execute the legal documents and trust strategies this event requires.

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Find a financial advisor

A fiduciary advisor can model the financial impact and coordinate strategy across your full picture.

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