SKIP TO SITE NAVIGATION  |  SWITCH TO GRAPHICAL VERSION

Wealth Management Glossary

Last Will Legal Beneficiary Letters Of Administration Letters Of Conservatorship Letters Testamentary Life Interest Liquidity Living Trust Living Will Load

Legal Beneficiary In the case of the Trust 3000 system, a legal beneficiary is any individual or entity (such as a trust or corporation) that will receive a K-1 or 1099 from a trust department account.

Email this article

Apply Now
All Application Forms

Navigation

Customer Service Section Navigation

• Contact Us
• Account Services
• Top Questions
• Privacy and Security
• User Profile
• Frequently Asked Questions
• Locations
• Site Maps
• Glossaries
  • Personal Finance Glossary
  • Wealth Management Glossary (current)
  • Small Business Glossary
  • Corporate & Institutional Glossary
• Search
• Technical Support

Main Sections of the Site

• Personal Finance
• Small Business
• Corporate & Institutional
• Wealth Management
• About Wachovia
• Customer Service (current)

Search

• Search