TMG-L Archives

Archiver > TMG > 2001-05 > 0988731601


From: "Sandy Kelley" <>
Subject: RE: [TMG] Will Beneficiaries
Date: Tue, 1 May 2001 10:40:01 -0500
In-Reply-To: <3AEECFA1.D47384A8@reigelridge.com>


I am new, new, new. I have accessed the will tag and added roles in lower
left hand corner of the will tag. If I use it this way I will enter many
will tags for each person. Do you use a colon on the "witness" role and
break it down to the specific role? (I know that works in Quicken!) Help.
Sandy

-----Original Message-----
From: Terry Reigel [mailto:]
Sent: Tuesday, May 01, 2001 10:01 AM
To:
Subject: Re: [TMG] Will Beneficiaries


"Emery C. Daly" wrote:

> How do I go about entering the beneficiaries of a will? The will witnesses
> are easy but I don't see any place for the beneficiaries.

As Chris has said, you should use the witness feature to record
beneficiaries.
He suggested modifying the sentence to suit. I would suggest modifying the
will tag itself by adding roles with appropriate sentences That way, instead
of individually modifying the sentences, you just pick the appropriate role.
In my will tags I've created roles for mentioned, heir, and executor, in
addition to the standard "witness" role. If you want to do this and need
help,
just ask. It's a new feature and not yet in the manual.

Terry Reigel


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