Option 1: Distributions to children, or other descendants, at age 18

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be divided into as many equal shares as you have living children and deceased children with living descendants. The shares for all of your descendants will be held in trust until they reach the age of 18 years old. For a detailed explanation and example, click here.

Option 2: Distributions to children, or other descendants, at age 21

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be divided into as many equal shares as you have living children and deceased children with living descendants. The shares for all of your descendants will be held in trust until they reach the age of 21 years old. For a detailed explanation and example, click here.

Option 3: Distributions to children, or other descendants, at age 25

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be divided into as many equal shares as you have living children and deceased children with living descendants. The shares for all of your descendants will be held in trust until they reach the age of 25 years old. For a detailed explanation and example, click here.

Option 4: Distributions to children, or other descendants, at age 30

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be divided into as many equal shares as you have living children and deceased children with living descendants. The shares for all of your descendants will be held in trust until they reach the age of 30 years old. For a detailed explanation and example, click here.

Option 5: Distributions in percentages to specific individuals at age 18

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be distributed to specific individuals in specific percentages, if they are living at the time of your death. The shares will be held in trust until they reach the age of 18 years old. For a detailed explanation and example, click here.

Option 6: Distributions in percentages to specific individuals at age 21

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be distributed to specific individuals in specific percentages, if they are living at the time of your death. The shares will be held in trust until they reach the age of 21 years old. For a detailed explanation and example, click here.

Option 7: Distributions in percentages to specific individuals at age 25

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be distributed to specific individuals in specific percentages, if they are living at the time of your death. The shares will be held in trust until they reach the age of 25 years old. For a detailed explanation and example, click here.

Option 8: Distributions in percentages to specific individuals at age 30

Upon your death (or upon the death of both spouses in the Trust Plan - Married or the Will Plan - Married), assets to be distributed to specific individuals in specific percentages, if they are living at the time of your death. The shares will be held in trust until they reach the age of 30 years old. For a detailed explanation and example, click here.

Option 9: Upgrade to a customized estate plan

If no other option fits your situation, then you can customize your beneficiary provisions by purchasing the custom estate plan upgrade. This upgrade includes a 30-minute Zoom or phone call with one of our attorneys to ensure we understand your situation and desires.