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Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
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Tax & Accounting
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CoCounsel Tax, Audit, Accounting
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UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
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1040SCAN
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Trade & Supply
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Risk & Fraud
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News & Media
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Reuters.com Platform
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Allocate an asset to a single beneficiary
- Select theBeneficiaryfolder, then select theNamestab.
- Enter the beneficiary information under Identify Spouse, Beneficiary, Executor, Representative.
- Select theAssetfolder, under General Information, choose the beneficiaries’ name from theBeneficiary / ratiofield.