Steps to add a Date of Death GIC
Open your file.
Navigate to Estate Accounting.
Select the Assets tab.
Click Add New.
Set:
Inventory Type = Asset
Asset Type = GIC
Ensure the asset is recorded as a Date of Death asset (do not select “acquired during administration”).
Enter:
Currency
Book value
Ownership (e.g., sole, joint, tenants in common)
Description (optional)
Click Save.
What happens after saving?
The GIC will appear in your asset list
It will display a Date of Death value
No transaction will be created
