How do I distribute a pecuniary legacy to beneficiaries?

Overview

• Pecuniary legacy distributions may be added to your case via 2 methods:

  1. A pecuniary legacy entitlement you have added for a beneficiary in the People & beneficiaries section of the case will automatically create a draft pecuniary legacy distribution entry in the Distributions section of the case. See How do I add a beneficiary's entitlement to learn more.

  2. Where a pecuniary legacy entitlement hasn't been added in the People & beneficiaries section you can add via Distributions

1. Distributions where pecuniary legacy entitlement added

• Ensure the pecuniary legacy entitlement has been added for the beneficiary in the People & beneficiaries section of your case. See How do I add a beneficiary's entitlement to learn more
• Click into Distributions
  
  
• In the Distributions overview page you should see an entry under the Pecuniary legacies  section for the pecuniary legacy due. It will have a date of payment of N/A as it is just a proposed distribution the system has created on your behalf.

• Click the View button to view the pecuniary legacy distribution

• Add the Date of distribution (or this can be left blank to leave as a proposed distribution)
• Click Save distribution

2. Adding pecuniary legacy distributions via Distributions

• Click into Distributions

• Click Add new distribution

• Choose Pecuniary legacy within Type of distribution

•  Choose if this is an interim or final distribution

• Choose where to distribute the money from in Select asset/cash 
  

• Select the beneficiary you’d like to distribute to

• Choose if this legacy is subject to a trust or contingency

• If more than one beneficiary is required, click Add new beneficiary and repeat as needed
• Enter the value being distributed for the interim or final pecuniary legacy

• Add the Date of distribution (or can be left blank to create a proposed distribution)
• Click Save distribution

View and manage distributions

• You can view and manage pecuniary legacy distributions via the Distributions tab of your case
• To learn more about how to see pecuniary legacy distributions in the estate accounts tabs and outputs, see How do I distribute to beneficiaries?