Skip to main content

Can I list a trust or Entity as a beneficiary?

Updated over 2 weeks ago

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 Name – The official name of the trust or entity

  3. Relationship to You – Specify the type (e.g., revocable trust, LLC, etc.)

  4. Date of Birth – Use the formation date of the trust or entity

  5. Email Address

  6. Percentage Allocation

Did this answer your question?