Illustration"
This Trust form has 3 beneficiaries:
2 of them (Lizza and Arisu) built via LodgeiT "Relationship", and there is no option to remove/delete them as a "Beneficiary" of Doe Family Trust.
TABLE OF CONTENTS
Remove the linked Beneficiaries
Navigate to the "Relationships" tab, select "Beneficiaries" and click "Unlink" next to the beneficiary you wish to remove.
In this case, we will remove "Arisu Arisala" as Beneficiary.
Via Tax from, select "Beneficiary" tab, and the "trash bin" icon is now available.
Remove Beneficiary that added manually
If the beneficiary is manually added (not through the 'Relationships' tab), the trash bin icon will be available, allowing you to remove it immediately
