How do I create a specific asset bequest?
- Click the Initial Gift bar to reveal more details.
- Select the asset you wish to gift from the “Remaining Assets/Balance of Estate” list and drag and drop it into the “Drop assets here” box.
- Decide if you would like to gift that asset Absolutely or in a Trust.
- Click the line to select your beneficiaries, and fill out the remaining fields.
- Click “Add” in the bottom corner to add your gift to the system.