Since startup shares typically don’t allow you to designate a beneficiary, it’s very important that you transfer your shares into your trust. This ensures your shares are protected and will seamlessly transfer to whomever you choose if something happens to you. In order to transfer your shares into your trust, you will need to contact your company stock plan administrator and request to move your shares into your trust.
They will usually ask you for key details like name of Trust, date, and who your trustees are. If you would like help with this process, our Dynasty Standard plan comes with a dedicated Account Manager who can take you step by step through this process.