How To Specify Specific Gifts
To specify specific gifts for beneficiaries in the Legacy Planner system:
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Navigate to the "Specific Gifts" section
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Click on "add in give"
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Choose the asset category (account, property, vehicle, other valuable assets)
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Select the specific asset from your previously entered list
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Specify the beneficiary who will receive this gift
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Indicate any specific details or conditions related to the gift
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Click "save" to record the specific gift
Important: Do not use the remark inbox in the asset section for distribution instructions. Assets not specified as specific gifts will fall under the residual estate.
FAQ - Specific Gifts
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What are specific gifts?
Specific gifts are particular assets that you want to give to specific beneficiaries. -
What happens to assets that are not listed as specific gifts?
Any assets that are not designated as specific gifts will be included in the residual estate. -
Can I provide instructions on how to distribute an asset in the remark box?
No, the remark box in the asset section is not for providing distribution instructions. You must use the "Specific Gifts" section to allocate assets to beneficiaries.