Add Projections to a Bequest

You can add projections to bequests in order to forecast expected income. Projections must be tied to a bequest, so create a bequest first.

In this article, we’ll go over how to add projections, update them, and view them.

Add a Transaction to a Bequest

You can add transactions to bequests to track how much of a bequest you have received. Transactions must be tied to a bequest, so create a bequest first.

In this article, we’ll go over how to add transactions, update them, and view them.

Add a Comment to a Bequest

Comments help you track important notes and tasks related to bequests. You can set a follow-up date and assign comments to users, so they are notified when tasks need to be done.

For more details about comments and their features, see the article Understanding Comments.

In this article, we’ll explain how to add a comment to a bequest.

Add a File to a Bequest

Files for a bequest can be associated directly with them in the system. In this article, we’ll go over how to quickly add a file to a bequest.

Note: If you have general files for a decedent profile, you can Add Files to a Decedent.

Manage Bequest Files

Files for a bequest can be associated directly with them in the system. In this article, we’ll go over how to quickly find and manage those files.