There needs to be a beneficiary section

th1
th1 Quicken Windows Subscription Member ✭✭
in Ideas for Quicken LifeHub

for estate flow

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3 votes

Reviewed · Last Updated

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  • Quicken Kirby
    Quicken Kirby I do not have Quicken yet Member, Moderator ✭✭

    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
    cpcollins54 Quicken Windows Subscription Member ✭✭

    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.

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