There needs to be a beneficiary section

th1

for estate flow

Quicken Kirby

Hi there, @th1, we are going to add beneficiaries as possible fields on all accounts and assets. Do you also want to list them separately? Or be able to assign this as a role? I'd love to know more. Thanks so much for the idea.

cpcollins54

I would vote for 'assign as a role' and have the 'roles' database allow for custom creation of roles visible to the account owners only (not the public database) to keep the public roles database clean and simplified.