Family, beneficiaries, fiduciaries, interested parties

People Map

Organize the people who matter: spouse, children, beneficiaries, executors, trustees, guardians, agents, helpers, heirs, distributees, and possible conflict names.

Helpful for planning and probate: The same people may appear as beneficiaries, fiduciaries, heirs, helpers, conflict-screen names, or court-interested parties.

Why this helps

  • Customers can see who is missing from the plan.
  • Staff can request missing names and contact details.
  • Attorneys can review conflicts, beneficiaries, fiduciaries, and heirs.
  • Probate often requires a complete family/distributee picture.