How Do I add a Gift-over?
You can add a gift-over to a specific asset bequest or cash legacy in the Initial Gifts section, or to a gift in a segment in the Residue section.
- Add a gift (drag and drop an asst or add a cash gift in the Initial Gifts section or add a segment and a gift within that segment in the Residue section).
- Scroll to the bottom and select "+Add" under "Gift-Over".
- Choose a gift-over from the drop-down list.
- Repeat Steps 2+3 to add further gift-overs.