Choosing a Beneficiary

How do I gift to an individual beneficiary?

1. Click on the "Beneficiaries" line and select an individual from the drop-down list.

How do I gift to multiple beneficiaries? 

1. Click on the "Beneficiaries" line and select the first individual from the drop-down list.
2. Click anywhere off the line.
3. Click back on the "Beneficiaries" line beside the name of the first individual and select the second beneficiary from the drop-down list.

How do I gift to a class of beneficiaries? 

1. Click on the "Beneficiaries" line and scroll down the list until you get to the classes.
2. Select the class (Ex. children) from the drop-down list.

How do I gift to a beneficiary who does not appear on the drop down list?

1. Click the three dots on the right side of the "Beneficiaries" line and select “New Person” from the drop-down list.
2. Fill out their details and click “Add”.

Note: If the beneficiary is a family member, it is best to go back to the "People" tab and add them in there. Once added to the family tree, the individual will appear in the beneficiary drop-down list.

How do I gift to a charity?

If you have already added this charity to the system:

1. Click the "Beneficiaries” line and scroll down until you get to the list of charities.
2. Select the charity from the drop-down list.

If it is a new charity that has not yet been added to the system:

1. Click the three dots on the right side of the "Beneficiaries" line and select “New Charity” from the drop-down list.
2. Fill out its details and click “Add”

Note: If you would like the charity's CRA number to appear in the will, type it directly on the line in the "Name" field.

Here is a list of the Class Beneficiary Types:

• Children
• Grandchildren
• Siblings
• Parents
• Nieces and Nephews
• Issue
• Spouse's Siblings
• Spouse's Parents
• Spouse's Nieces and Nephews
• Spouse's Issue
• Spouse's Children
• Spouse's Grandchildren
• Children Of a Selected Individual
• Issue Of a Selected Individual
• Grandchildren Of a Selected Individual