How to Leave a Gift in Your Will or Trust

This is a guide on how to add gifts to your Estate Plan. For an overview of what a gift in a Will entails, who you can leave a gift to, and where to find specific gifts in your Estate Plan PDF documents, please refer to our guide: Understanding Gifts in Your Will or Trust.

How to Include Gifts to in Your Will or Trust: Adding Gifts to Your FastWill Estate Plan

When Setting Up Your Estate Plan:

1. During the setup process, you will see the prompt, "Would you like to leave gifts, property, or items to specific people?" Click Yes to confirm.

2. For each item, provide a detailed description in the 'Gift' section.

3. Add the recipient's name in the 'Gift Recipient' section.

4. Click Save & Continue to update your Will accordingly.

Editing Gifts in Your Estate Plan

If you've already set up your FastWill Estate Plan and want to modify a gift or the recipient:

1. Navigate to the Summary option in the left-hand sidebar.

2. Scroll down to the Distributions section and click Edit.

3. Progress through the questions by clicking Save & Continue (this is a great time to make any necessary adjustments to your Will!).

4. When prompted with "Would you like to leave gifts, property, or items to specific people?", click Yes to confirm.

5. Review the gifts you've already listed and make any edits as needed.

6. To add more gifts, scroll down and select Add Another Gift.

7. Click Save & Continue to update your documents accordingly.