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:
- Designation
- Full Legal Name – The official name of the trust or entity
- Relationship to You – Specify the type (e.g., revocable trust, LLC, etc.)
- Date of Birth – Use the formation date of the trust or entity
- Email Address
- Percentage Allocation