A common error we see in the webform interview for estate planning, is in the choice of Nominated Beneficiary when there are multiple trusts, and the testamentary trusts are set up immediately on the death of the first spouse.
Where the Willmaker’s intention is for the spouse to be a beneficiary of each trust, with 1 trust then identified for each separate child and their lineal descendants, it is important to understand how to complete the webform.
In this instance, the Nominated Beneficiary of each trust should be a named child – and the Will maker’s spouse will automatically be included as a primary beneficiary.