How do I change the allocation settings from a fraction to a percentage (or vice versa)?

To view and change whether the residual allocation is broken down as a percentage or a fraction, click on the three-dot menu in the top-right corner.

Screen_Shot_2022-02-17_at_4.15.49_PM.png

Then, select "Allocation Settings" in the list. In the modal that appears, you can toggle between fractional and percentage-based allocations, and you can edit the split between beneficiaries en masse.

Screen_Shot_2022-02-17_at_4.18.40_PM.png

Next steps

If you are still having difficulties, please create a support ticket by emailing support@estateably.com, or wait for a response if you've already created one.

If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.

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