A periodic gift often stops at death

A periodic gift often stops at the death. Often is not always. That is why you do not book on feeling that every series of payments continues or has just lapsed. You look for the contract. Note the last payment you can point to on a statement: the date, the amount of that one payment as the statement shows it, and the name of the recipient. You do not invent more history than that last established payment. Ask the institution for the contract. Until that contract is there, the question stays open whether the gift has ended with the death, and whether an instalment was still open on the date of death. You record a confirmation on the telephone as a message, not as a contract. The field for a further instalment stays empty.

Do not put five years of gifts back into the estate inventory without the deed. A row of payments on a bank statement is no reason to book those years after all as an item of the estate. The deed or the contract says what was agreed. Without that document the series is a task, not a correction afterwards. You do not reverse years that have been paid. Keep the statements you have, with their dates, and record the request to the institution as a task: who asks for the contract, on which day it was asked. If the contract comes, you read whether the gift stops at death and whether a last instalment belongs. Until that reading the estate inventory line stays empty or limited to the last demonstrated payment as a fact, not as a recalculated series.

A letter to the institution is a draft until it has been sent. Heirs do not see that draft. Do not promise a refund or an exemption in that letter. Ask for the contract and name the date of death. You switch the letters layer on only once the text is right and the sending has had a task that has been done. Internal doubt about five old years stays an internal note. Staff see it in the workspace. It does not become a timeline for the heirs and not an amount in the amounts layer. The Dutch indication is not a recalculation of old gifts. Keep the periodic gift as a subject of its own, separate from a one-off gift shortly before the death. That one-off gift has its own question and its own date. Do not mix the trails in the file.

Ervazo stores the last demonstrated payment, the task to ask for the contract and the empty follow-up question. Ervazo records and calculates as a worksheet. It does not put five years of gifts back into the estate inventory and it does not let the gift of itself continue after the date of death. That is not advice. It files nothing and it pays nothing. The program does not itself request the contract and it does not pay an outstanding instalment. Whether the periodic gift has ended, you read in the contract once it is there. Until then the worksheet does not convert this series into a correction. A bank line is a trail. The deed is the source that is missing, and that missing source stays visible as a task.