Idea Details

 

Designate a family member (ie a spouse or child) as a beneficiary

Last activity yesterday
David Wieseneck's profile image
By: David Wieseneck
02-18-2023 13:17

Please add the ability  to designate a family member (ie a spouse or child) as a beneficiary in case the shareholder or option holder passes away.

This is similar to how people add beneficiaries for 401k or IRA. 


Comments

yesterday

Please add this feature. It will be nice to have the ability to add a Person or a Trust as a beneficiary.

08-19-2025 10:31

yes please add this

08-15-2025 11:25

Please add this feature.

04-09-2025 08:32

I agree with the other commenters, please add this feature.  It seems basic and is very important.

04-06-2025 19:51

Yes, please do add this feature. A little mind-blogging this is something you don't have already. This feature should include also include trusts and estate as beneficiary options. 

03-11-2025 14:44

Yes, please add this functionality.

01-16-2025 19:35

Please add this functionality. It’s a basic necessity in my mind. It’s a major pain to estate plan without this. 

01-03-2025 08:08

+1 on this.

12-02-2024 12:07

Big ++ on this. I joined the community feature (here) just to say + vote on this. Surprised this wasn't an option.

Thanks!

05-14-2024 05:50

Yes, important.

01-17-2024 11:36

+1

This is a crucial feature for estate planning without creating an actual estate entity.