Creating a New Beneficiary

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The Beneficiary module helps manage any bequests you wish to make, whether upon a pre-defined date or after you have passed.

 

First, click on the New Benef. button in the toolbar. The Beneficiary Editor dialog will open.

 

benefeditor

 

There are two sections to the Beneficiary Editor: Details and Objects. If you wish to include any images, such as a photo of your beneficiary, see Attaching Media for more details.