How can I leave a gift?

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.
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  2. Click "Edit" in the Distributions section on your Summary page. 
    Screen_Shot_2022-04-28_at_10.43.02_AM.png
  3. Next click "Yes" when asked if you'd like to leave a gift.
    Screen_Shot_2022-04-28_at_10.28.08_AM.png
  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.
    Screen_Shot_2022-04-28_at_10.37.03_AM.png
  5. Be sure to click "Save & Continue" to save your answer!
    Screen_Shot_2022-04-28_at_10.38.08_AM.png
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