Add a beneficiary
Go to the Contacts section of the file.
Click Add New in the top-right corner.
Enter the required information:
Legacy Type (required) — Residual or Legacy (see below)
Name
Contact information (phone, email, mailing address)
If Residual: allocation percentage or fraction
Relationship to the deceased
Whether the beneficiary is a minor, mentally incapable, or not being served
If applicable, also enter:
Name as it appears in the Will (if different)
SIN/SSN
Date of birth
Date of death
Cash bequest
Money owed to the deceased
Legal representative information
Click Add.
Legacy Type explained:
Residual — entitled to the residue of the estate, based on the will or intestacy laws
Legacy — entitled to a specific cash gift or bequest
Additional optional fields may appear below the Notes section depending on your jurisdiction.
Tip: If a beneficiary is also an acting executor, click the three-dot menu next to their profile, select Make executor, and their details are automatically copied to the Executors section.
Edit a beneficiary
Click the three-dot menu next to the beneficiary.
Select Edit.
Make your changes and click Save.
Conclusion
The beneficiary profile is saved and available for forms, letters, and distributions. Contact [email protected] if you need help.
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