Edit/Remove the Balance of Estate Breakdown

How do I edit a segment?

1. Click the three dots on the right side of the segment and select “edit” from the drop down list.
2. Make the changes you wish and select “save” in the bottom corner.

How do I edit a gift within the segment?

1. Click on the grey segment bar to access the gift within it.
2. Click the three dots on the right side of the gift and select “edit” from the drop down menu.
3. Make the changes you wish and select “save” in the bottom corner. 

How do I remove a segment or gift within the segment?

To remove a segment:

1. Click the three dots on the right side of the segment and select “Remove” from the drop down list.

To remove a gift:

1. Click the three dots on the right side of the gift and select “Remove” from the drop down list.

Note: If you choose to remove a segment that contains a gift, deleting the segment will also delete the gift within the segment.