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Can I list a trust or Entity as a beneficiary?

Yes, you may list a trust or legal entity as a beneficiary in your inheritance plan.
To do so, please provide the following information during the designation process:

  1. Designation

  2. Full Legal NameThe official name of the trust or entity

  3. Relationship to YouSpecify the type (e.g., revocable trust, LLC, etc.)

  4. Date of BirthUse the formation date of the trust or entity

  5. Email Address

  6. Percentage Allocation

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