Estate Distribution Plan
Decide how your assets are distributed to your beneficiaries at each stage of your estate's transition.
Two moments to plan for
Each stage is a moment your estate passes on — first when one of you passes, then when the surviving owner passes. At each stage, you decide how all assets are divided.
Example: the Paul Family plan
When the first of you passes
Everything goes to the surviving owner, Les or Mary.
100%When the survivor passes
The estate is split equally between Colleen and Bobby.
50%50%
Anything left to the surviving owner is passed on again when they pass, which is why it's divided again at the second stage.
Colleen Paul
$4,942,750
Bobby Paul
$4,942,750
What you can do in Forward
Set an estate default
Decide how all assets are divided at each stage, by percentage or in equal shares.
Add custom asset rules
Customize allocation for specific assets to specific heirs.
Add death-order exceptions
Change the plan depending on which of you passes first.
See each heir's projected net
Check what each heir is projected to receive once both stages have passed.
Choose who can see the plan
Pick what each heir can see. You always see everything, and heirs are not notified of these settings.
Review and approve
Approve the plan when it reflects how you intend your estate to be distributed, and update it any time.