Set up a beneficiary plan

Jul 29, 2026
Set up a beneficiary plan

You can now name who receives assets in your Strike account should anything happen to you, so the wealth you’ve accumulated becomes a legacy you pass on for generations. Name up to 15 beneficiaries (spouse or non-spouse, or a trust), give each a percentage, then sign the agreement to activate the plan. Edit or void an active plan whenever your circumstances change.

Name a spouse, another person, or a trust, with a split that adds to 100%, a 1% minimum each, or an even split. Save and resume, review, sign, and download a Transfer on Death Beneficiary Agreement to share with an estate planner, executor, or the beneficiaries. Available in the app for US individuals and sole proprietors, except Louisiana, with version history kept and re-signing after material changes.

Create a beneficiary plan