Overview
Bequests can be edited at any time. To create a new bequest, see the article Add a Bequest.
In this article, we’ll go over how to edit an existing bequest.
Update a Bequest
First, you need to locate the bequest you want to update. See the article Find and View Bequests for information on how to find and open a bequest.
Once the bequest is open, click Edit Bequest in the top right.
You can now update any field in the bequest profile.
Click Save Changes when done.
