A beneficiary is entitled to both the residue and a cash bequest. How do I enter this to the platform?

If a beneficiary is entitled to the residue as well as a specific bequest, you can indicate that they are a residual beneficiary. This will allow you to enter an Allocation percentage/fraction.

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Then, as you add details, there is an optional field in which you can indicate a Cash Bequest.

Screen_Shot_2022-02-10_at_5.40.12_PM.png

Next steps

If you are still having difficulties, please create a support ticket by emailing support@estateably.com, or wait for a response if you've already created one.

If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.

 

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