How do I mark an individual as a joint owner or designated beneficiary?
If you want the system to recognize that the asset is falling outside of the estate, you must drag and drop it in the "Joint/Designated Assets" section in a scenario.
- Click the “Joint/Designated Assets” bar to reveal more details.
- Drag and drop an asset over to the "Drop Asset to Create New Designation or Joint Ownership" box.
- Choose the joint owner or designated beneficiary for that asset and click "Done" in the bottom corner.
- If there are any other assets that are jointly owned with or designated to this individual drag them into the gray "Drop asset to add designation" box.
Note: If you have assets that are joint with or designated to another individual, drag and drop the asset over to the "Drop Asset to Create New Designation or Joint Ownership" box and select a different beneficiary.
How do I show an asset is designated to the estate?
When choosing a beneficiary, select the "Other" tab and choose "Estate".