Bequest

Required fields

idbequestType

Fields

Field	Type	Description
amount	Money	Cash amount for pecuniary and demonstrative bequests, in minor currency units
applicableLaw	Jurisdiction	The jurisdiction whose succession law governs this item. Missing means defaults to estate domicile
assetCollectionId	string	Reference to the AssetCollection.id being bequeathed. A bequest may reference either assetIds (individual items) or assetCollectionId (entire collection), not both
assetIds	array[string]	References to Asset.id(s) being bequeathed as individual items. A bequest may reference either assetIds (individual items) or assetCollectionId (entire collection), not both
beneficiaryId	string	Reference to the Person.id of the individual beneficiary
beneficiaryIdDisplay	string	Human-readable display name for the referenced beneficiary
beneficiaryOrganisation	Beneficiary organisation	Organisation receiving this bequest, if not an individual
bequestType	object	The category of bequest. Core types cover common law estates. Extension types use x-inherit- prefix (e.g. x-inherit-wasiyya, x-inherit-halachic-matanah) specific: a named item to a named person. pecuniary: fixed cash sum. demonstrative: cash from specified fund. general: from general estate. residuary: remainder. life_interest: right to use/benefit during lifetime. class: to a category of people.
charityGiftAidEligible	boolean	Whether the bequest has been verified as eligible for Gift Aid. In the UK, estates leaving 10%+ to charity qualify for the reduced 36% IHT rate
charityNonMergingClause	boolean	Whether the gift fails if the charity merges with another organisation before distribution
charityPurposeRestriction	string	Restriction on how the charity may use the bequeathed funds — e.g. 'Must be used for cancer research only'
charityRegistrationVerifiedAt	string	When the charity's registration was last verified as active
charityReportingRequired	boolean	Whether the charity is required to report back on how the funds were used
classDefinition	string	Natural-language definition of the beneficiary class. Required for class bequests. Must be precise enough for executors to identify all members Natural-language description of the class of beneficiaries (e.g. 'All my grandchildren living at my death').
comments	array[object]	Discussion comments on this entity
conditions	array[string]	Conditions precedent that must be satisfied before the beneficiary receives this bequest Conditions that must be met before the bequest takes effect.
constrainedBy	enum	Which legal principle constrains this bequest, if any testamentary_freedom: testator may dispose of this gift freely. customary_rule: customary law constrains or overrides this bequest. forced_heirship: civil law forced heirship rules constrain this bequest. religious_rule: religious law constrains this bequest (e.g. wasiyya limited to one-third). coparcenary_survivorship: Hindu coparcenary property passes by survivorship, not by will.
customaryOverride	boolean	Whether customary or religious law overrides the testator's freedom to dispose of this gift as they wish Whether customary/religious law overrides testamentary freedom for this bequest.
description	string	Free-text description of the bequest — what is being given
distributionMethod	object	How the bequest is distributed among multiple beneficiaries per_capita: each beneficiary receives an equal share. per_stirpes: shares pass by representation. modified_per_stirpes: like per_stirpes but sharing begins at first generation with living members. per_capita_at_each_generation: shares at each generation divided equally among living members and descendants of deceased members.
giftAidRegistrationNumber	string	Gift Aid registration number for the charity
giftAidVerificationUrl	string	URL to verify the Gift Aid registration
giftAidVerifiedAt	string	When Gift Aid registration was last verified
hotchpot	boolean	Whether lifetime gifts (advances) to the beneficiary are brought into account when calculating their share. Common in intestacy and some wills Whether lifetime gifts to the beneficiary should be brought into account when calculating their share.
hotchpotTransferIds	array[string]	References to lifetime transfer IDs that should be brought into account (hotchpot) when calculating this beneficiary's entitlement. Links bequests to prior gifts — if the testator gave the beneficiary £50,000 during their lifetime, this bequest may be reduced accordingly
id	string	Unique identifier for this bequest within the INHERIT document
inheritanceResponse	Inheritance response	The beneficiary's formal response to this inheritance, if applicable
legacyPledge	object	A legacy pledge commitment tracked before the will is finalised
lifeInterest	Life interest	Life interest details, required when type is 'life_interest'
notes	string	Free-text notes about this bequest. Use for context, testator intent, or special instructions to executors
postDeathActions	array[Post death action]	Post-death actions that modified this bequest — disclaimers, deeds of variation, appropriations
predeceaseRule	enum	What happens if the beneficiary dies before the testator lapse: gift fails if the beneficiary predeceases the testator — falls into the residuary estate. per_stirpes: passes to the predeceased beneficiary's issue by representation. substitution: passes to a named substitute beneficiary. accrual: redistributed among surviving co-beneficiaries of the same gift. statutory_default: the jurisdiction's default rule applies (e.g. s.33 Wills Act 1837 in England and Wales).
provenance	Provenance	Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it
sharePercentage	number	Percentage share of the residuary estate or a specified fund
sourceAssetId	string	Reference to the Asset.id from which a demonstrative bequest should be paid For demonstrative bequests — the asset from which the amount should be paid.
substitutions	array[Substitution]	Substitute beneficiaries in case the primary beneficiary cannot receive the gift
visibility	Visibility

testamentary_freedom

customary_rule

forced_heirship

religious_rule

coparcenary_survivorship

testamentary_freedom: testator may dispose of this gift freely. customary_rule: customary law constrains or overrides this bequest. forced_heirship: civil law forced heirship rules constrain this bequest. religious_rule: religious law constrains this bequest (e.g. wasiyya limited to one-third). coparcenary_survivorship: Hindu coparcenary property passes by survivorship, not by will.

lapse

per_stirpes

substitution

accrual

statutory_default

lapse: gift fails if the beneficiary predeceases the testator — falls into the residuary estate. per_stirpes: passes to the predeceased beneficiary's issue by representation. substitution: passes to a named substitute beneficiary. accrual: redistributed among surviving co-beneficiaries of the same gift. statutory_default: the jurisdiction's default rule applies (e.g. s.33 Wills Act 1837 in England and Wales).