How to Add Beneficiaries to an Estate Plan

You can list anyone you'd like as a beneficiary in your Estate Plan. You can have multiple beneficiaries or a back-up beneficiary.

You will be asked to name beneficiaries as you go through the initial questionnaire after purchasing your Estate Plan or you can edit your beneficiaries using the instructions below:

How to Add or Edit Beneficiaries 

  1. Once logged into your account, click Summary in the left-hand menu.
  2. Scroll down to 'Distributions' and click Edit.
  3. Click Save & Continue to move through the questions until you are asked who you would like to receive your assets.
  4. If you added children in the basics section, you can select their name to list them as a Beneficiary or you can select the 'Other' option to list an individual by name as a Beneficiary. 
  5. You can change the listed beneficiary or add second beneficiary by clicking +Add Another Beneficiary.
  6. Click Save & Continue to save your changes.
  7. Backup Beneficiary questions are after this section, so you can edit by clicking Save & Continue.

 

 

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