What does the “copy to” feature do?
The “Copy To” feature copies the gift and all its specific details to another scenario. In the Joint/Designated Assets section, you can copy over designations. In the Initial Gifts section, you can copy over cash legacies and specific asset bequests. In the Balance of Estate section, you can copy over segments and gifts within those segments. It can be a great time saver when gifts apply to multiple scenarios.
How do I activate the "copy to" function?
- Click the three dots on the right side of the gift and select “Copy To” from the drop down menu.
- Choose the scenario you wish to copy to.
This gift will now also appear in the other scenario.
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