There is now a place to enter a Beneficiary. We should be filling in that one because, otherwise, an heir is going to have to prove they inherited the client's estate to gain access to the account. Diana > From: Jim Bartlett > Sent: Tuesday, May 15, 2012 7:17 AM > > Diana > > I only loaded one GEDcom for my account, and used the same GEDcom to > upload to a different account. So now each account has one correct > GEDcom. And as you previously stated, it automatically populated the > surname list in the account that didn't have such a list. Thanks for > that info. > > For deceased donors, it's important to get a living persons email > address entered as the primary email for that account, so updates > can be made in the future. Each person should think about this for > accounts for their elders.