Chris Hallgren

Overview In this article, we’ll go over how to remove a bequest from the system.  Warning: Use caution when removing bequests from your system. Deleting a bequest will remove all associated data fr...

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 n...

Overview TrueBQuest has 5 default statuses that can be used for a bequest: Active Deferred bequest subject to life estate, check status Receipt of funds expected four years out, check status Compl...

Overview Bequests are created as part of a decedent profile. Before you can create a bequest, you must first create a decedent. You can add multiple bequests to a decedent to keep detailed records....

Overview By opening a bequest profile you can see all of the bequest information, files associated with the bequest, comments, and more.  Note: For information on how to find and view a bequest pro...

Overview There are two ways to find bequests in True Pedigree. The first is to locate the decedent profile and then select the desired bequest. The second is to search directly for the bequest.  In...

Overview In this article, we’ll go over how to remove a decedent from the system.  Warning: Use caution when removing decedents from your system. Deleting a decedent will remove all associated data...

Overview If a conflict check needs to be done for a decedent, you can track it in the system. In this article, we’ll go over how to mark a conflict check complete as well as how to edit the complet...

Overview Files added to a decedent will be visible in their profile at all times. This is a good place to store general files having to do with the decedent.  Note: If you have files specifically f...

Overview You can update a decedent's information at any time. Changes made to decedent information will automatically update on your dashboard and in the decedent profile. In this article, we’ll go...