Find and View Decedents

Everything in True BQuest is tied to a decedent profile. In this article, we’ll go over how to find a specific decedent in the system and view their profile.

Add a New Decedent

To get started with True BQuest, you will need to add descendants. All other information such as bequests and comments will be tied to a specific decedent. In this article, we’ll go over how to add a new decedent to a charity.

Tour a Decedent Profile

All of the information in True BQuest is tied to a decedent profile. By opening a decedent profile you can see all of the decedent's information, bequests related to them, files associated with their profile, comments, and more.

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

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

Update Decedent Information

You can update a decedent's information at any time. Changes made to decedent information will automatically update on your dashboard and in the decedent profile. In this article, we’ll go over how to change decedent information.

Add Files to a Decedent

Files added to a decedent will be visible in their profile at all times. This is a good place to store general files having to do with the decedent.