Beneficiary Editor

Access the Beneficiary Editor by selecting Beneficiaries in the Inventory Explorer, then double-clicking the beneficiary of interest from the Browse View (you may also access the editor by selecting the Edit... button in the Details View or by right-clicking on the beneficiary and selecting Edit... from the menu that appears).

The Beneficiary Editor is separated into two parts: Details and Media. Use the tabs at the top of the details portion of the window to navigate between the Details and Objects sections.

You can open the details of a specific tab by double-clicking on it. For example, double-click on Objects to open the Objects tab in the Beneficiary Editor.

Attach various forms of media on the right, such as photographs of your beneficiaries. Navigate from one image to the next using the left and right arrows. For more information, see Attaching Media.

Details

Name

Enter the name of the individual you wish to make a bequest to.

Relationship

Note the individual's relationship to yourself (e.g. son, daughter, cousin).

Contact Info

Enter the beneficiary's physical address, phone number, email address, etc.

Notes

Enter any additional information pertaining to the beneficiary.

Objects

Use this section to associate the objects you wish to bequeath to your beneficiary. Create a list of your objects by clicking on the Add Object button. Scroll through the All Objects window to locate the object you wish to bequeath. Note that you may select multiple objects at a time by using the CTRL and/or SHIFT keys. After you have made your selection, click OK.

Remove items at any time by highlighting them and clicking on the Remove Object button.

The date of the most recent changes made to the list is recorded under the object list.

Note the Bequest Date by either typing it out or by using the calendar popup.