Can I add multiple beneficiaries to a trust?
I have a discretionary trust with 5 beneficiaries. How do I add them all and show their relationship to the trust?
23 December 2025 at 06:55 am
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1 Answer
Yes, you can add multiple beneficiaries to a trust!
Adding Beneficiaries
- Navigate to the Trust detail page
- Find the Beneficiaries section
- Click Add Beneficiary
- Select the individual (or create a new one)
- Repeat for each beneficiary
Beneficiary Types
You can specify different beneficiary types:
- Primary Beneficiary: Main income/capital beneficiaries
- Contingent Beneficiary: Backup beneficiaries
- Default Beneficiary: Receives if no distribution made
All beneficiaries will appear on the diagram connected to the trust with a "beneficiary" relationship line.
24 December 2025 at 06:55 am