The Distribution Summary provides an overview of how the client's estate is distributed under the Will and residuary estate. The Distribution Summary is designed to make the estate distribution easier to understand visually.
You can use the charts and tables to show the client:
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What assets they have entered
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Which beneficiaries receive the assets
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What percentage each beneficiary receives
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How the estate is distributed
It shows:
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Total estate value
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Distribution under specific gifts / Will
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Distribution under residuary
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Distribution Flow
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Asset type and the beneficiary receiving the asset
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Distribution percentages
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Exact distribution amounts
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Asset details
It can be used by Legacy Planners to:
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Review the distribution entered into the system
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Double-check whether the information is correct
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Explain the distribution clearly to the client
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Identify information that needs to be updated
How can I check how an estate is being distributed?
Answer:
Go to the client's profile and select Distribution Summary.
You can review the distribution using:
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Charts
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Tables
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Distribution Flow
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Exact amounts
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Individual asset details
The Distribution Summary provides a visual way to review which assets are being distributed to which beneficiaries.
Can I edit asset or distribution information from the Distribution Summary?
Answer:
Yes. If you identify information that is incorrect or needs to be updated, you can use the Edit function from the relevant section to update the details. The Distribution Flow can display the exact amount associated with the distribution. Hovering over the relevant section of the chart can show the exact figure.