BULK TRANSFER OF DEPENDANTS FROM ONE LEGATEE TO
OTHER LEGATEES
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Right-click on New
Click on LegTransfer
Enter a reason for the transfer
Select the Legatee that is leaving Legacy
(use the green down arrow to search for the Legatee using the CRM find function)
After clicking on the save button, the Update Legatee tab will appear
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Click the Update Legatee tab to display the dependants that are associated with the
Legatee that is leaving.
At any time, it is possible to return to the transfer task for this Legatee by:
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right-click on find
Click on LegTransfer
Searching for the transfer reason