| Using Contingent Bequests with Estate++ |
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Of all the gifts you can make, a bequest may be the most meaningful. You can remember loved ones in special ways, perpetuate your values, and help shape future generations.
A contingent bequest requires a certain event to occur, such as incapacity or death, before property can be distributed.
Estate++ gives you several ways to distribute information as a contingent bequest.
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When you create a shared user, you can specify that a confirmation email be sent once death or incapacity has been verified.
The confirmation email contains instructions on how to register with Estate++ as a shared user.
This shared user will not be able to access any information before the email is sent.
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You can create Notes and Instructions that can be emailed to selected individuals at death or incapacity.
You can access this page by navigating to:
Life & Legacy -> Notes & Instructions
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You can also specify that a direct link to an uploaded document be emailed to selected individuals at death or incapacity.
To help safeguard information, the direct link expires after 30 days.
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Estate++ has a manual verification process that must be completed before any information is distributed.
Proof of death or incapacity is mandatory.
Information will not be distributed under any other circumstance.
The distribution process is completely automated.
At no time will any of our customer service representatives be able to view or alter any of your information.
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Proof of death requires:
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An authorized certified death certificate (informational copies are not accepted)
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A copy of a picture id of the requestor containing a verifiable mailing address
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The phone number of the requestor
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A notarized Certificate of Identity of the requestor
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Proof of incapacity requires:
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A signed physician order stating diagnosis on a prescription form or official letterhead containing a verifiable mailing address and phone number
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A copy of a picture id of the requestor containing a verifiable mailing address
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The phone number of the requestor
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A notarized Certificate of Identity of the requestor
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This may sound like a lot of work, but we feel that your information requires the same trust, care, and privacy as would be expected for any other property or valuables.
Incomplete authorization requests will not be processed.
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