We recently launched a new enhancement to Flourish: Clients can now designate trusts as beneficiaries for both individual and joint Flourish Cash† accounts.
This improvement supports clients in the estate-planning process, allowing them to designate up to five beneficiaries – individuals and/or trusts – per account.
Clients can get started in a few simple steps:
- Log in to their Flourish account and select the account they'd like to "Manage" from the dashboard
- From the top navigation, select 'Account Details'
- On the Account details page, scroll down to Beneficiary management and press "Update"
- Select "Edit Beneficiaries" to review beneficiaries and make updates
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