How do I add Beneficiaries to my Estate Plan?

You can list whoever you'd like as your Beneficiaries. You can do this in the Assets (Will-based Estate Plan) or Distributions (Trusts-based Estate Plan) section of your Trust & Will account after purchasing your documents! Just take the following steps to do so:

  1. If you added children in the basics section, you can select their name to list them as a Beneficiary. You can also select the "Other" option to list an individual by name as a Beneficiary. 

  2. If you didn't list children previously in the basics section, you'll be able to add Beneficiaries by name and percentage this way. 
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