In ORCA we treat a beneficiary not as a role but similar to an ownership role.
From the perspective of a trust
- Click on three dots, then the blue “Add” button
- Use the verb “has a beneficiary” and select the person/beneficiary
- Optional: Specify the %-amount, date and corresponding files
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fc317d328-d09c-4d5e-9fa1-3e29182eb2af%2Fapp-withorca_2023-5-19.gif?table=block&id=29cadc36-4d96-4ccd-bc3f-df99227e2089&cache=v2)
From the beneficiary's perspective
- Similar to above but the sentence is “Richard Miller is beneficiary of RM Family Trust”