Adding Account Assets

How To Add Account Assets

To add account assets for your client in the Legacy Planner system:

1. Navigate to the "Account Assets" section

2. Enter the account number (mandatory)

3. Specify the institution (e.g., KWST for a regular saving fund)

4. Enter the estimated value of the account

5. Click "save" to record the account asset

Important: The account number is crucial for the executor to identify the specific bank account intended for the beneficiary, especially if multiple accounts exist.

FAQ - Account Assets

• Is it necessary to enter the account number?
  Yes, it is mandatory to key in the account number. This helps the executor correctly identify the intended account for the beneficiary.

• What if my client has multiple bank accounts?
  Entering the specific account number for each asset ensures clarity for the executor regarding which account should be distributed to which beneficiary.