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Try these: client detailstasks syntaxsuperannuation

Beneficiary (estate)

Loop through all entries for Estate Plannings Beneficiaries:

Setec Astronomy

<:for item in $client.eBeneficiary:>
Name: <:=item.fname:> <:=item.lname:>
Age of Entitlement: <:=item.ageOfEntitlement:>
<:end:>

Beneficiary Fields

All the fields from the beneficiary group can be used in the loop above:

Field

Path

Syntax

First Name fname <:=item.fname:>
Preferred Name preferred_name <:=item.preferred_name:>
Surname (last name) lname <:=item.lname:>
Entity ID estate_beneficiary_entityid <:=item.estate_beneficiary_entityid:>
Age of Entitlement ageOfEntitlement <:=item.ageOfEntitlement:>
Notes    
Notes Notes <:=item.notes:>

Checking if Beneficiary exists

Using the len() function you can easily check if a beneficiary exists or not:

Setec Astronomy

<:if len($client.eBeneficiary):>
<:for item in $client.eBeneficiary:>
Name: <:=item.fname:> <:=item.lname:>
Age of Entitlement: <:=item.ageOfEntitlement:>
<:end:>
<:else:>
No Beneficiary details have been recorded
<:end:>

See also

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