Document Customization - Gift Options

When generating Multiple Wills, you can choose whether you want the private company shares to populate in both the Primary and Secondary Wills, or the Secondary Will Only.

These defaults can be set once on the document tab however can always be changed on the client level when you are generating Multiple Will documents for a particular client file. 

How do I set the Gift Option for Multiple Wills?

1. Navigate to the “Documents” tab. 
2. Click on Multiple Wills and scroll down to the "Gift Options" section.
3. Select an option from the drop-down list.
4. Click “Save” in the bottom corner to save the default contents settings for that document type.