Probate Plus knowledgebase
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Adding residuary beneficiaries (PPv5)

HOW : 'Estate...Benficiaries' and click on 'Add beneficiary' from the task panel.

An estate will probably have residuary beneficiaries specified. Use this screen to add or edit their details. You’ll need to choose (or add) an addressee and enter their entitlement either as a percentage or fraction (E.g. 1/5).

You may also enter a hotchpot figure where recent advances prior to death may be brought back into the estate residue calculations automatically.

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