adeus True Gifts

This article provides information about using adeus True Gifts to leave a gift to a loved one, or record an important item to ensure it's tracked for insurance and inheritance tax calculations.

What would you like to do with True Gifts?

adeus True Gifts can be used in two different ways. Both are simple to set up and stored securely in your adeus Digital Vault. Have a read below and choose the option that best describes what you’re looking to do.

I want to leave a specific item to a named person

If you have something you’d like a particular person to receive after you pass away, True Gifts lets you record the item, name the recipient, and write a personal message to go along with it. You can also attach photos, receipts, valuations, or any other relevant files.

When the time comes, your Executor will confirm the item is available and release the gift. The recipient will then receive a secure email with a private link to access everything you’ve left for them.

Read the full article: Using True Gifts to leave a gift to a named person

I want to record and keep track of my valuable items

If you’d like to create a secure record of items you own, without necessarily leaving them to a specific person, True Gifts works as a private digital inventory. You can document each item with a description, supporting photos, receipts, and valuations, all stored safely in one place.

This is particularly useful for valuable or sentimental possessions that your Estate will need to be aware of. When the time comes, your Executor can access the records through your adeus Digital Vault to help administer your estate accurately.

Read the full article: Using True Gifts to record and track your valuable items

Not sure which option is right for you?

You can use both. Many people choose to name a recipient for some items while using True Gifts as a general inventory for others. There is no limit to the number of True Gifts you can create, and you can mix and match however suits you.

If you’d like a hand getting started, just ask 'Ady', our AI-powered help assistant, and we’ll point you in the right direction.

How this fits your My Legacy Plan