To generate a printable list of beneficiaries, their details, and all specific/general bequest(s) and/or residue they're entitled to, you can use our "List of Beneficiaries" Report.
Go to the "Contacts" section of the platform.
Select the Reports button on the top-right corner of the page.
Select the "List of Beneficiaries" report.
A pre-generation screen will appear allowing you to customize the report to your liking, for this report you are able to select if you would prefer the report in an editable MS Word document format, or a PDF.
You are also able to select if you would like to see Residual and Legacy beneficiaries, or one or the other.
Once you complete your customization preferences, select the "generate" button to create your list.
The document will then download to your downloads folder on your chosen web browser as well as save to your "Downloads" folder on your local device.
This report may be helpful for sharing with your own clients, or perhaps for your own physical filing.