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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.

Required information

Provide the following 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)

  • Date of birth: use the formation date of the trust or entity

  • Email address

  • Percentage allocation

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