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1. Would it be possible to add a per stirpes check box in the beneficiary section?

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Carlie commented  ·  May 25, 2023  ·  Delete…

   I agree! And have it show on the beneficiary report when printed.

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   Carlie supported this idea  ·  May 25, 2023