Can I name more then one person as primary beneficiary of my Trust?

Follow

Short answer: Yes. In the Must Have Documents Trust, you can list multiple primary beneficiaries and assign each a percentage so that all shares add up to 100%. That includes married couples named separately.

⚠️ Support-only note: We can help you use the product, but we can’t provide legal or financial advice. For complex family or tax situations, please consult a licensed attorney.

How to add multiple primary beneficiaries

  1. Open your Revocable Trust in Must Have Documents.
  2. Go to the Beneficiaries section.
  3. Under Primary Beneficiaries, select Add Beneficiary.
  4. Enter the person’s (or organization’s) name and relationship.
  5. Set their Share (%). You can use whole numbers.
  6. (Optional) Choose a distribution method for family branches:
    • Right of Representation – a beneficiary’s share passes to their descendants if they pass away before you.
    • Equal Shares to Lapse – a deceased beneficiary’s share is redistributed among the remaining primary beneficiaries.
    • Percentages –  allows you to distribute your assets into equal or unequal shares between different individuals and organizations.
  7. Select Add Beneficiary again to add the next person and assign their Share (%).
  8. Repeat until the combined shares total 100%, then Save & Continue.

Tips & common scenarios

  • Unequal shares are okay. Example: Alex 50%, Sam 30%, Jordan 20%.
  • Include a charity? Choose Organization when adding a beneficiary, then assign a percentage.
  • Alternates/Contingents: After listing primaries, you can add alternate beneficiaries who inherit if none of the primaries can.

Troubleshooting

  • “Percentages must total 100%”: Adjust each share until the total reads 100%. 
  • Save button is disabled: Make sure the Primary total is 100% and all required fields (name/relationship) are complete.
  • Can I change this later? Yes. You can return to the Trust, update beneficiaries or shares, and then follow the on-screen signing instructions to make your updated document legally effective.

Good to know

  • The Trust distributes your remaining assets by the percentages you set here. If you have special assets or needs (e.g., minors, special needs planning, complex taxes), speak with an attorney.
  • After finishing your updates, follow the provided Printing & Signing steps. Some documents require witnesses and/or notarization—be sure to use the signing packet included in Must Have Documents.

Related articles