Steps
Go to the Contacts section of the file.
Click Reports in the top-right corner.
Select List of Beneficiaries.
On the pre-generation screen, customize the report:
Select the output format: Word or PDF
Choose whether to include Residual beneficiaries, Legacy beneficiaries, or both
Click Generate.
The report downloads to your device and is also saved in the Documents section.
What the report includes
The List of Beneficiaries report shows each beneficiary's contact details, specific and general bequests, and residual entitlement. Use it to share beneficiary information with clients or for your own physical filing.
Conclusion
The report is ready to download. Contact [email protected] if you need help.
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