What do I do if I want the funds from one (or more) of my accounts to be distributed differently than what my trust indicates?

We recommend outlining how a particular account should be handled in your trust using a Specific Distribution, which keeps your wishes clear and consistent within the trust framework. However, if you prefer for an account, such as a retirement or life insurance policy, to be distributed differently than your trust provides, you can update the beneficiary designation on that account to reflect your intent. Ultimately, beneficiary designations control.