To add beneficiaries for a client's will:
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Navigate to the "pattern" button
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Find and click on the "beneficiary" tab
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Enter the details of the individuals to designate as beneficiaries
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For a testamentary trust, use the specific identifier (e.g., "12345")
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Specify who will receive the trust and enter the beneficiary's details
Frequently Asked Questions
Q: Where do I add the beneficiaries for a will?
A: Beneficiaries are added in the "beneficiary" section, which is accessible via the "pattern" button.
Q: What information do I need to provide for each beneficiary?
A: You will input details about your customers' family members, potentially including identification numbers.
Q: Can I specify different assets to go to different beneficiaries?
A: Yes, in the "specific gift" section, you can designate particular assets to specific beneficiaries.
Q: What happens to assets that are not specifically mentioned?
A: These assets fall under the "residuary estate," and you can specify how this is to be distributed among beneficiaries.
Q: Is there a way to provide for pets in the will?
A: Yes, there is a dedicated "pet guardian" section where you can include information about your client's pets.