A Specific Bequest is a gift of a specific asset.
A Specific Bequest is a gift of a specific asset such as a piece of real estate, a business, or a specific cash gift to an individual or an entity/charity.
Personal Items can be listed on the Personal Letter of Direction included in the Estate Planning Binder.
To create a specific bequest, say YES to the question: Are there any specific bequests you would like to make?
The first option is to set up a charitable gift
Next, you can add a specific bequest of cash, a personal belonging, a financial assets, or real property (real estate)
IMPORTANT: Using the Other option allows you to add other types of specific bequests and additional criteria. All "Other" specific bequests will trigger an attorney review.