Beneficiary map
Name the people who receive assets or trust benefits. Changes here update the shared People registry automatically.
Add a beneficiary
Use this for beneficiaries and dependents. Trustees, executors, and advisors belong under People.
0 beneficiary records0 minors0 special-needs reviews
Saved beneficiaries
Edits save automatically
No beneficiaries yet. Add the first one above to start the inheritance map and review flags.
Review flags
- No beneficiary flags yet.
Purpose of this screen
This page tracks the people who inherit, highlights minors and special-needs cases, and feeds attorney packet readiness.