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. 
    Screen_Shot_2022-08-25_at_8.54.03_AM.png

  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. 
    Screen_Shot_2022-08-25_at_8.55.10_AM.png
Was this article helpful?
1 out of 6 found this helpful

Comments

0 comments

Please sign in to leave a comment.