How to Leave a Gift in Your Will or Trust

This is a guide for how to add gifts to your Estate Plan. For an overview of what a gift in a will entails, who you can leave a gift to, and where to see specific gifts in your Estate Plan PDF documents, review our guide: Understanding Gifts in Your Will or Trust

How to Include Gifts to in Your Will or Trust

When you are first setting up your Trust & Will Estate Plan:

  1. When creating your estate plan, you will encounter the prompt "Would you like to leave gifts, property or items to specific people?", and click Yes to affirm
  2. For each item, provide a detailed description in the 'Gift' section
  3. Add the name in the 'Gift Recipient' section
  4. Click Save & Continue to update your will accordingly

Editing Gifts in Your Estate Plan

If you already set up your Trust & Will Estate Plan you can modify the gift or the recipient:

  1. Navigate to the Summary option in the left-hand sidebar
  2. Scroll down until you reach the 'Distributions' section and click Edit
  3. Progress through the questions presented by clicking Save & Continue (a perfect opportunity to make any necessary adjustments to your will!)
  4. Upon encountering the prompt "Would you like to leave gifts, property or items to specific people?", click Yes to affirm
  5. Review the gifts you have already listed and edit as needed
  6. To add more, scroll down and select Add Another Gift
  7. Click Save & Continue to update your documents accordingly
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