---
title: How do I distribute a specific legacy to beneficiaries?
description: This article explains how to distribute specific legacies to beneficiaries
---

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1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en)
2. [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en)
3. [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions)

# How do I distribute a specific legacy to beneficiaries?

## This article explains how to distribute specific assets to beneficiaries

### Overview

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

1. A specific legacy entitlement you have added for a beneficiary in the **People & beneficiaries** section of the case will automatically create a draft specific legacy distribution entry in the **Distributions** section of the case. See [How do I add a beneficiary's entitlement](https://knowledge.exizent.com/how-do-i-add-beneficiary-entitlement?hsLang=en) to learn more.
2. Where a specific legacy entitlement hasn't been added in the **People & beneficiaries** section you can add via **Distributions**

### 1. Distributions where specific legacy entitlement added

- Ensure the specific 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](https://knowledge.exizent.com/how-do-i-add-beneficiary-entitlement?hsLang=en) to learn more
- Click into **Distributions**
  
  **![Sidebar - distributions](https://knowledge.exizent.com/hs-fs/hubfs/Sidebar%20-%20distributions.png?width=183&height=508&name=Sidebar%20-%20distributions.png)**
- In the **Distributions overview** page you should see an entry under the **Specific legacies**  section for the specific 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.
  
  ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-08-12-49-9049-AM.png?width=607&height=285&name=image-png-Apr-26-2026-08-12-49-9049-AM.png)
- Click the **View** button to view the specific legacy distribution
  
  ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-08-08-49-1842-AM.png?width=607&height=785&name=image-png-Apr-26-2026-08-08-49-1842-AM.png)
- Add the **Date of distribution** (or this can be left blank to leave as a proposed distribution)
- Click **Save distribution**

### 2. Adding specific legacy distributions via Distributions

- Click into **Distributions**

![Sidebar - distributions](https://knowledge.exizent.com/hs-fs/hubfs/Sidebar%20-%20distributions.png?width=183&height=508&name=Sidebar%20-%20distributions.png)

- Click **Add new distribution**

![Screenshot 2026-04-02 143934](https://knowledge.exizent.com/hs-fs/hubfs/Screenshot%202026-04-02%20143934.png?width=500&height=151&name=Screenshot%202026-04-02%20143934.png)

- Choose **Specific legacy** in **Type of distribution**

#### ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-07-44-51-7459-AM.png?width=607&height=338&name=image-png-Apr-26-2026-07-44-51-7459-AM.png)

- Choose the **Asset type** required. The list will show any asset you have added to the estate which you have not sold/received the cash value for
- A list of all assets within that asset type will appear in the drop down, choose the specific asset required in **Select asset/cash**

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-07-46-20-5546-AM.png?width=607&height=342&name=image-png-Apr-26-2026-07-46-20-5546-AM.png)

👋 If you add a **realised value** to any asset it means the cash value has been received for this item. Any asset which has a realised value, or any asset passing to a surviving joint owner will not be available to distribute as a specific legacy

#### **Select a beneficiary**

- Select the beneficiary you’d like to distribute to in **Select beneficiary**
- Choose if this legacy is subject to a trust or contingency
- Click **Add beneficiary**

**![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-07-49-20-1548-AM.png?width=608&height=225&name=image-png-Apr-26-2026-07-49-20-1548-AM.png)**

- If more than one beneficiary is required, click **Add new beneficiary** and repeat as needed

Assigning the distribution 

#### Sole beneficiary

- This option willshow when there is only one beneficiary added for a specific legacy distribution

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-07-42-35-6067-AM.png?width=541&height=271&name=image-png-Apr-26-2026-07-42-35-6067-AM.png)

#### Multiple beneficiaries

- When multiple beneficiaries are receiving the same item, in **How would you like to assign the distribution?** choose between **Equally**, **Percentage**, **Shares** or **Manual entry £ value**

**![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-26-2026-07-53-32-6586-AM.png?width=608&height=413&name=image-png-Apr-26-2026-07-53-32-6586-AM.png)**

Equally

🏆 The platform will automatically calculate equal shares on your behalf

**Percentage**

- Use when you want flexibility to share assets or funds by a specific percentage to 2 decimal places

🏆 The platform will automatically calculate percentages on your behalf

🙌 There are handy warnings built in to make sure your total percentage split between beneficiaries always adds up to 100% to prevent any errors

**Shares**

- Use when you want flexibility to share assets or funds by shares or fractions, simply enter the total number of shares or the bottom number of your fraction (denominator) in the **Total number of equal shares** box

🏆 The platform will automatically calculate shares/fractions on your behalf

🙌 There are handy warnings built in to make sure your total number of shares split between beneficiaries always adds up to the total number of shares available to prevent any errors

**Manual entry £ value**

- Use when you need flexibility to add very specific amounts

🏆 Manual entry function gives you maximum flexibility to enter exact amounts, useful when managing more complicated distribution scenarios

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

### View and manage distributions

- You can view and manage specific legacy distributions via the **Distributions** tab of your case
- To learn more about how to see specific legacy distributions in the estate accounts tabs and outputs, see [How do I distribute to beneficiaries?](https://knowledge.exizent.com/how-do-i-distribute-to-beneficiaries?hsLang=en)

 

👷 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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