How do I give a specific amount of money from an asset and have the remaining balance distributed by percentage?

In the Allocate Assets tab, select the asset. Within the asset, under "Allocate asset <3", choose "No specific allocation". Toggle on "Additional instructions" and key in the following (please fill in the relevant details accordingly):

I give my {Relationship}, {Name}, {Identification Number/details}, a specific gift of {Currency} {Amount} to be drawn from this asset. Any remaining balance of the asset shall be distributed in the following manner: 
- XX% to my {Relationship}, {Name}, {Identification Number/details}; and 
- XX% to my {Relationship}, {Name}, {Identification Number/details}.

Example:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us