How do I change my Beneficiary to a Trust?

To change your Beneficiary to a Trust (Revocable, Irrevocable, etc), please submit a request here using the following instructions:

1. Under "General Request/New Client Onboarding," check off "Do you already have an account established?"

2. Under "Category," select "Change Account Information," and then "Change My Beneficiaries" under the "What kind of change do you want to make?" dropdown

3. For the subject, type in "Change my Beneficiary to a Trust"

4. We'll email you back via our Zendesk as soon as possible after you submit the request, usually within 12-24 hours (or longer if you submit during the weekend)