Clone a Macro

Why would I clone a macro?

If you would like to create a new macro that matches a pre-existing macro except for a few differences, it can be faster to clone that macro instead of creating a new one from scratch.

For example, if you commonly use a 2 stage trust for the children, but use different ages or percentages, you can clone the "Children - Trust - 2 Stages - Entire Residue" macro, make your changes, and use that new macro instead going forward. 

How do I clone a pre-existing macro?

1. Navigate to the "Macros" tab from the right navigation panel. If it is hidden, click the three lines in the top left corner to reveal.
2. Click the three dots on the right side of the macro you wish to clone and select "Clone".
3. In the pop-up, click the three dots on the right side of the bar.
4. Make your changes and click "Save" in the bottom corner.

This macro will now appear in your list of macros, and you will be able to choose it when running a macro in the balance of estate section.