To record details on a spouse, former spouse, or partner, you can add them as beneficiaries (even if they are not entitled to a bequest or residual gift.)
In Contacts, click Add New and begin adding details about the individual. Specify that their Relationship Type is Family Member. This will reveal a field labeled Family Member Type, and you can select the option that best describes their relationship to the deceased.
If the individual is entitled to the residue or a bequest, you can enter the appropriate details for them as you would any other beneficiary.
However, if they are not entitled to a gift from the estate, you can either mark them as a residual beneficiary and set their allocation to 0%, or make them a legacy beneficiary with an entitlement of $0.
Thus, they will not be entitled to any distributions, but their information will be pulled into the relevant forms.
If you are still having difficulties, please create a support ticket by emailing firstname.lastname@example.org, or wait for a response if you've already created one.
If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.
Please sign in to leave a comment.