How do I delete an asset or liability that I have added to my case?

This article will explain what to do if you have added an item in error or that is no longer needed.

• Navigate to the Estate overview page 
• Locate the item you no longer need 
• Click the Archive button on the tile 
• The value of this item will no longer be calculated within the estate totals 

• Click on the item you no longer need and this will open up the item so you can see the information within it 
• Click Archive Investigation
• The value of this item will no longer be calculated within the estate totals 

If you wish to see archived items:

• Click the menu on the right hand side of your Estate overview page which defaults to Active estate items

• Choose Archived
• You'll now see all archived items 

If you wish to reactivate an item from archived: 

• Find the item you'd like to restore 
• Click the Restore button on the tile 

• Click on the item you'd like to restore
• This will open up the information within the item
• Click on Unarchive Investigation
• This item will now be included again on forms, calculations and summaries