Quick add person as beneficiary

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In order to quick add a new person as a beneficiary and use it for your assets you need to follow the steps below:

  1. click on the “+” icon and choose to add an Asset
  2. a dialog pops-up, go to the Location tab and click on the Quick add person as beneficiary hyperlink
  3. fill the first name and last name and click ADD button
  4. the newly added person is selected as your asset’s beneficiary.
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