How do I give a asset to a specific person or trust?

Under the Allocate Assets tab, click on the specific asset.

Select "I give this asset to" and choose the person or trust accordingly.


Particularly for insurance or any others that you can "do nomination", make sure that you do not have any nomination for the policy as the nomination will override the Will based on our platform.

You can also allocate your residual assets to a specific person or trust accordingly.

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