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
From the beneficiary's perspective
- Similar to above but the sentence is “Richard Miller is beneficiary of RM Family Trust”