Allocate items equally without entering allocations in Beneficiary Information

You might want to allocate items equally to all beneficiaries without having to enter allocations for every beneficiary by going to
View
, then
Beneficiary Information
.
  1. For estates and all types of trusts:
  2. Go to the
    Allocate
    screen in the
    Allocation
    folder.
  3. Mark the
    First tier beneficiaries: Allocate all items, except capital gains, equally
    checkbox.
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