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How do I add a beneficiary's entitlement?

A step by step guide on how to add a beneficiary's entitlement

  • Go to the People & beneficiaries section 

  • Click Add person or Add organisation 

  • When selecting the role of beneficiary for a person or organisation a section for Entitlement will appear

Screenshot 2026-03-24 143304

  • This section is not mandatory and can be left blank
  • If the user decides to enter information, they can choose to add Residuary, Pecuniary, Specific Gift entitlements or a combination of the three. 

💁Only one Residuary type can be applied to all beneficiaries on a case

⭐If a Residuary type is selected and then a user attempts to select a different type for another beneficiary, an error message will appear 

 👌If a beneficiary is designated as the Sole residuary beneficiary, the residuary entitlement section will not be available for any other beneficiaries

  • For Residuary, select the type
    • If Percentage is chosen, the user can then add in the percentage value 
    • If Share is chosen, the user can then add in the share value 
    • If Equal is chosen, no further information is needed 
    • If Sole is chosen, no further information is needed 

  • For Pecuniary, add the total value due to the beneficiary 

  • For Specific Gifts, select an asset from the dropdown menu.

    Screenshot 2026-03-24 143711x

🎁 Only assets which are valid for IHT and are not passing automatically to joint surviving owners will be displayed in this list

📈 If the value of the selected asset changes, the value in the distribution will automatically change as well

🔒 Once a proposed specific gift is marked as distributed, the related asset will no longer be available for selection in the entitlement dropdown

  • Click Save person

 

✨ Ready to add a distribution? See here for guidance

⚠️ If you choose not to add entitlements, please be aware when adding a final distribution that you will not be able to auto calculate the distribution based on entitlements 

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help

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☎️ Call us on 020 8152 2902

✉️ Email us on support@legal.exizent.com