Leaving something as a gift means that you want to leave a specific item to a specific person. Just log into your Trust & Will account and complete the following steps to leave a gift:

  1. Click “Summary” from the left side menu bar.
  2. Click "Edit" in the Distributions section on your Summary page. 
  3. Next click "Yes" when asked if you'd like to leave a gift.
  4. From there, you can list the person by name and a description of the item - Make sure to be as detailed as you can.
  5. Be sure to click "Save & Continue" to save your answer!
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