Find and View Bequests

There are two ways to find bequests in True BQuest. The first is to locate the decedent profile and then select the desired bequest. The second is to search directly for the bequest.

In this article, we’ll go over how to find a specific bequest without first searching for a decedent profile.

Tour a Bequest Profile

By opening a bequest profile you can see all of the bequest information, files associated with the bequest, comments, and more.

Note: For information on how to find and view a bequest profile, see the article Find and View Bequests.

In this article, we’re going to give a quick overview of what you can find in a bequest profile.

Add a Bequest

Bequests are created as part of a decedent profile. Before you can create a bequest, you must first create a decedent. You can add multiple bequests to a decedent to keep detailed records. In this article, we’ll go over how to add a new bequest to an existing decedent.

Bequest Statuses

True BQuest has 5 default statuses that can be used for a bequest:

• Active
• Deferred bequest subject to life estate, check status
• Receipt of funds expected four years out, check status
• Completed

Your organization’s workflow will determine how statuses are used. In this article, we’ll go over how to update a bequest status.

Edit a Bequest

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.