Yes. First, please send our support team the following information...
- Email of beneficiary
- Phone of beneficiary
- Relationship to owner
- Allocation percentage (100% in most cases if only one beneficiary)
Then we can start the process for you.
We will send you a link to complete an identity verification process similar to the one you went through to create your Swan account. Once you complete that verification, we will add them as beneficiaries at the specified percentage to your Prime Trust account.
Please note that we cannot provide guidance on how to structure your will/trust. Please consult with your attorney on this matter.