Adding Gift-overs

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.

1. 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).
2. Scroll to the bottom and select "+Add" under "Gift-Over". 
3. Choose a gift-over from the drop-down list.
4. Repeat Steps 2+3 to add further gift-overs.