How do I automatically assign joint assets in the Joint/designated beneficiary section?
If you have marked the ownership of an asset as "Joint" in the "Assets" section, you can automatically assign it to the correct joint owner in the "Joint/Designated Assets" section in the scenarios.
- Click the “Joint/Designated Assets” bar to reveal more details.
- Click the "Auto-assign joint assets" button. Any assets you have marked as "Joint" with another owner in the "Assets" section will automatically appear.