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Best practices
Structure Chart
How to add beneficiaries to a trust?
Why are some items not grouped?
How to adjust an incorrect ownership?
Can I define the order of the family members in the structure
Can I filter the structure chart based on the notes on the cards?
How can I remove/change the grouping of several assets?
How to Merge two companies
How to Switch the Asset Class
File management
How can I add a date to a file?