Do not include any confidential information, such as card or account numbers.
A ‘beneficiary’ is the term used to describe a person or entity that receives assets from an estate under the will or an intestacy, or other assets (for example insurance policies) by way of a beneficiary designation. This person may also be known as “heir”, “legatee” or “successor”.
For more details check out:
• Estate Guide
• Your first steps as an estate representative