List of Beneficiaries

To generate a printable list of beneficiaries, their details, and all specific/general bequest(s) and/or residue they're entitled to, you can access the Contacts sections.

Select Reports in the top-right corner. List of Beneficiaries will appear in the drop-down. You can then indicate whether to include both residual and legacy beneficiaries, or one or the other.

Hit Generate to create your list.

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