By default, all items pass through the Estate.
This means that they will be included as part of the probateable estate value on forms and accounting reports.
To indicate the an item is passing outside of the Estate (e.g. insurance or registered accounts being paid directly to beneficiaries), take the following steps:
Click "Inventory" in the left-hand side menu.
To create an item passing outside the estate: click the "Add new" button in the top-right corner. To modify an existing item: click on the three-dot menu next to the item, and select "Edit" in the dropdown.
Enter the details on the asset or liability.
Toward the bottom of the form, you will see a dropdown list labelled "This item passes". Select "Outside of the Estate" in the dropdown.
Once you've entered all the information, scroll to the top of the screen. You can hit "Save" to return to the main inventory screen, or "Save and add new" to enter another item.