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?
- 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.
- Click the three dots on the right side of the macro you wish to clone and select "Clone".
- In the pop-up, click the three dots on the right side of the bar.
- 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.