Add the beneficiary to the Contacts section as a Legacy/Legatee beneficiary if you haven't already.

Go to Inventory (Probate Only files) or Estate Accounting › Assets (Accounting or Probate & Accounting files).

Add the asset, or click the three-dot menu next to an existing asset and select Edit.

After entering the asset details, check the Bequest checkbox toward the bottom of the screen.

Select the beneficiary entitled to the asset. If more than one beneficiary is entitled, click Add Beneficiary to select multiple.

Click Save.

Go to Distributions from the left-hand menu.

Click Distribute Item in the top-right corner.

Select the date the item was distributed.

Select the asset from the Item dropdown (pre-populated with your asset inventory).

If the asset was added as a bequest, the beneficiary details pre-populate based on what you indicated.

Click Save.