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What methods can I use to designate gifts in my Estate Plan?

"Leaving something as a gift means that you want to leave a specific item to a specific person. Just log into your Cross-Border Worldwide account and complete the following steps to leave a gift: Click “Summary” from the left side menu bar, Click ""Edit"" in the Distributions section on your Summary page, Next click ""Yes"" when asked if you'd like to leave a gift, From there, you can list the person by name and a description of the item - Make sure to be as detailed as you can. Be sure to click ""Save & Continue"" to save your answer!"

Updated on 01 Apr 2024