OKPension
Migdal · קרן פנסיה
₪482,300
Last reviewed 12 Nov 2024
Primary
- Noa Cohen· Spouse100%
Contingent
- Eitan Cohen· Child50%
- Maya Cohen· Child50%
PRD-02 · Beneficiary control center
Every beneficiary, on one screen.
Outdated designations override your will. This dashboard aggregates beneficiaries across every account, flags missing and stale entries, and prompts you to review after the life events that matter most.
Total estate covered
₪1,332,270
6 accounts
At-risk value
₪755,850
57% of estate
Missing designations
2
Default to probate
Stale (>3 yrs)
1
Need review
High riskProvident fund
Altshuler Shaham · קופת גמל
₪218,900
Last reviewed 4 Mar 2017
Ex-spouse listed as sole primary beneficiary
Primary
- Rachel Levi· Ex-spouse100%
Contingent
No contingent beneficiary
MissingManager's insurance
Harel · ביטוח מנהלים
₪156,400
Last reviewed 21 Aug 2019
No beneficiary on file — defaults to estate, triggers probate
Primary
No primary beneficiary
Contingent
No contingent beneficiary
StaleBrokerage
Bank Hapoalim · Brokerage
₪312,750
Last reviewed 9 Jun 2021
Not reviewed in over 3 years
Primary
- Noa Cohen· Spouse100%
Contingent
No contingent beneficiary
OKIRA
Phoenix · Traditional IRA
₪94,120
Last reviewed 18 Feb 2025
Primary
- Noa Cohen· Spouse60%
- Eitan Cohen· Child40%
Contingent
- Maya Cohen· Child100%
MissingInvestment provident
Meitav · קופת גמל להשקעה
₪67,800
Last reviewed 15 Jan 2022
No beneficiary on file
Primary
No primary beneficiary
Contingent
No contingent beneficiary
Life-event triggers
Tell us what changed.
When your life changes, your beneficiaries usually need to. Tap an event and we'll surface the exact accounts to review — and the specific risks each one introduces.
Select a life event to see the review queue. Nothing happens to your accounts until you confirm each change.