FinDash Docs ยท Reviewed 2026-08-09
Beneficiary Management
Track account, policy, and document beneficiary data in one planning context.
Account Beneficiaries
Track primary and contingent beneficiaries for retirement accounts, life insurance, transfer-on-death accounts, and other beneficiary-designated assets. Ownership and beneficiary fields feed Net Worth owner views and Estate summaries.
Owner Percentages
Accounts can have individual, joint, entity, or trust ownership with percentages. Entity ownership can be expanded to sub-owners for better household attribution.
Policy Beneficiaries
Insurance policy beneficiaries should be reviewed in the Insurance workspace and Estate context. Confirm whether a policy is personally owned, trust-owned, charitable, or otherwise excluded from the taxable estate.
Document Bequests
Uploaded wills, trusts, and estate documents can be analyzed to extract trustees, fiduciaries, beneficiaries, and distribution instructions. Confirm extracted values before using them in client-facing work.
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