For your Revocable Trust(if you are married), the Ultimate Protection Portfolio offers three trust type options that you can choose from.
Married Revocable Trust
If you want to leave everything in your trust to the surviving spouse, use the Married Revocable Trust.
Blended Family Trust
If you want to leave less than 100 percent (but not less than 50 percent) of your assets to the surviving spouse and the remainder of the other half of the assets to another beneficiary or group of beneficiaries use the Blended Family Revocable Trust. The Blended Family Revocable Trust provides that if you’re the first spouse to die, your half of the assets can be distributed to beneficiaries, other than your surviving spouse.
If you want to leave your separate property (for assets you owned prior to marriage) to someone other than your spouse, use the Separate Property Trust.
1) Click on 'Your Info' at the top left of the program, then scroll down to select
'Beneficiaries - Make Changes'.
2) The Trust Family Option - Do It
3) Here will be able to define the trust type for your trust. You have three options: