Entering beneficiary residue and cash 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.


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


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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