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Entering Remainder Beneficiaries for the Survivor's Trust in the Joint Revocable Trust Card

This article is designed to help users navigate the specific interface for the Survivor’s Trust within our Revocable Trust Card.

If you are looking to enter Remainder Beneficiaries for the Survivor’s Trust container in the Revocable Trust Card and cannot find it, this is by design.

Our platform's underlying logic is built to reference the beneficiaries you enter on the Second Death tab for any distributions from the Survivor's Trust.

To set remainder beneficiaries, navigate to the Second Death tab:

To set Remainder Beneficiaries for the Survivor's Trust, navigate to the "Second Death" tab.

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