Beneficiary Groups
Beneficiary Groups helps you keep ownership diagrams readable when a trust has many named beneficiaries.
Instead of drawing a separate link from the trust to each beneficiary, this setting can show one grouped beneficiary node under the trust.
Why Use This
In real structures, trusts can have multiple named beneficiaries. Drawing every trust-to-beneficiary link can quickly make the canvas crowded.
Beneficiary Groups gives you a cleaner, more professional layout that matches how many advisers and legal teams present discretionary trust structures.
Think of the listed named beneficiaries as anchor entities for the wider discretionary beneficiary class.
Where to Find It
- Open an ownership diagram.
- Open Diagram Settings.
- In Display, go to Grouped entities.
- Turn Beneficiary groups on or off.
What Changes When It Is On
When Beneficiary Groups is on:
- The trust connects to one grouped beneficiaries node.
- Named beneficiaries are listed inside that grouped node.
- The individual named beneficiary links are hidden from the canvas.
When Beneficiary Groups is off:
- The grouped node is removed.
- The underlying named beneficiary links are shown directly.
Scope and Inclusion Rules
- Beneficiaries only appear if they are currently in the diagram scope.
- If a beneficiary is outside the current diagram scope, they will not be listed in the grouped node.
Using This with Focus Entity
Beneficiary Groups works well with Focus Entity.
When you are trimming around a trust:
- The size of the focused set depends on which relationship types are currently drawn as links.
- You can change this in Settings -> Relationships.
- More relationship types drawn as links usually includes more entities.
- Fewer relationship types drawn as links usually includes fewer entities.
Important Note About Node Details
You can keep a simple drawn diagram and still show rich context in nodes.
For example, if directors, trustees, or other role details are configured to display in nodes, those details can still appear in node content even when those people are not drawn as separate nodes in the trimmed view.
Best Practice
Use Beneficiary Groups when your trust area is visually busy, then keep key legal and governance context visible through node detail settings.