Settlor Trustee And Beneficiary
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FAQ
To leave property to your living trust, name your trust as beneficiary for that property, using the trustee's name and the name of the trust. For example: John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx.
The settlor then provides in the trust instrument how that trust property is to be used for the beneficiaries. In the case of the inter vivos trust, the settlor can also be the beneficiary. Additionally, The settlor can be the trustee in the case of the self-declared trust.
Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word ?or? when designating multiple beneficiaries. Do not impose any conditions on payment.
The settlor is a person who creates the trust and transfers propertyto the trustee and causes the trustee to administer and dispose of such property(trust property) on behalf of the beneficiaries, in ance with the trust objectives.
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.