How To Exclude Someone From Estate Plan

You are able to exclude someone from your Estate Plan by listing their name under "Exclusions" on your Summary page.

Take the following steps to get there after you log into your Trust & Will account:

  1. Click Summary from the left side menu bar.
  2. Scroll down to the 'Distributions' section and click Edit.
  3. Click Yes when asked if you'd like to exclude anyone from receiving your property.
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  4. Next, list the full legal name of whoever you'd like to exclude from your plan.
  5. Remember to click Save & Continue to save your new answer!



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