Overview

Bequests can be edited at any time. To create a new bequest, see the article Add a Bequest. 

In this article, we’ll go over how to edit an existing bequest.

Update a Bequest

First, you need to locate the bequest you want to update. See the article Find and View Bequests for information on how to find and open a bequest.

Once the bequest is open, click Action in the top right and select Edit Bequest. 

You can now update any field in the bequest profile. 

Click Save Changes when done.