Here is where you enter the details of how the Estate is to be distributed.


First select the type of Beneficiary you are entering by pressing the drop-down box below the Totals label in the Type column. 


Then press the Contact button to select the beneficiary from your Address Book. IF they are not in the Address Book you will need to create a new entry.


Complete the rest of the information required in the row. 


Where a Residuary Beneficiary is entitled to a fractional percentage of the residue type in about 10 decimal places of the fraction to get an accurate number for their Sum due. The system will only show 4 places but it will calculate the sum due on the number you actually type in.


Remember to make sure the share of the Estate for all Residuary Beneficiaries equals 100.