Tangible Property List

 

oIf client wants Will to refer to a "signed and dated" tangible property list so that it's easy for them to give away specific items:

 

oIn Wi03 - Will

 

oon screen C50 - check Home & Personal Property

oon screen C6   - check Personal Property

oon screen C252 when asked for Original Beneficiary of Personal Property 1, check Designated and Signed List.

 

oYou won't see this sequence if you've already designated an Original Beneficiary, if that's the case, delete the Original Beneficiary and go through again to see the screens mentioned above.