For which assets can I choose Trustee Selection as the beneficiary?
You can have the executor distribute personal effects among whomever he or she sees fit or select who should receive the client's pets by choosing "Trustee Selection" as the Beneficiary. "Trustee Selection" is shown in the "Other" Tab when dealing with a Personal Effect or Pet asset.
How do I choose Trustee Selection as the beneficiary?
- Create a Personal Effect or Pet asset
- Choose a scenario and drag that asset into the initial gifts section
- Choose the Other tab and choose Trustee's Selection as the beneficiary