Some lawyers and clients prefer to have the relationship for each person printed in the document (Ex. "my friend, Jonathan Smith"). Using the Relationships field on the Documents tab, you can automatically include the relationship of beneficiaries, estate trustees, guardians and attorneys.
How do I ensure Relationships appear in the Documents?
- Go to the Documents tab and select the document that you wish to have the relationship appear in. (e.g. Single Will)
- Scroll to the Name Options section and select Include Always or First Time Only under Relationships. If you select Include Always, the relationship will always be included when the individual is named throughout the documents. If you select First Time Only, the relationship will only be included the first time the individual is referenced in the document, after that they will just be referred to by name.
- When referring to the individual in the document, their relationship will be used: (Ex. my sister, Jane Collins).
Note: If the relationship is too remote, no relationship will appear. If you want to ensure this remote relationship appears in the documents, add the relationship as "Other" and type in a description of the relationship.
How do I ensure Non-Family Member Relationships are used in the Documents?
When adding the individual in the All People section on the People tab, select their relationship from the pre-populated list (ex. Accountant, Business Partner, Friend, Nanny, etc)
If the relationship does not exist in the list, select "Other" as the Relationship and type a relationship in the Description field. Do not add "my" before the title since it will automatically be included in the document. (Ex. If you type in "housekeeper" it will appear in the document as my housekeeper ).