This form identifies all beneficiaries and distribution instructions for your revocable living trust.
List all primary beneficiaries. The total share percentage must equal 100%.
| Full Name | Relationship | Date of Birth | Address | Phone | Share (%) |
|---|---|---|---|---|---|
| TOTAL: | % | ||||
Contingent beneficiaries receive assets only if primary beneficiaries are unable to inherit. Total share must equal 100%.
| Full Name | Relationship | Date of Birth | Address | Phone | Share (%) |
|---|---|---|---|---|---|
| TOTAL: | % | ||||
Specify any conditions or restrictions on how and when assets should be distributed to beneficiaries.
Specify minimum age(s) at which beneficiaries may receive their inheritance.
If you wish assets distributed in stages (e.g., 1/3 at age 25, 1/3 at 30, 1/3 at 35), describe below.
Specify any educational milestones or conditions tied to distributions.
List any charitable organizations you wish to include as trust beneficiaries.
| Organization Name | EIN (Tax ID) | Amount or Percentage |
|---|---|---|
Provide any additional instructions, wishes, or special considerations regarding the distribution of your trust assets.
By signing below, I certify that the beneficiary designations above represent my current wishes and supersede any prior beneficiary designations. I understand that this form is for information gathering purposes only and that a formal trust amendment may be required to effect these changes.