Add a Spouse Client

How do I add a spouse client?

The spouse client function links the two spouses together in the system. Any shared family tree, joint asset and planning information can be entered once and then synced between the two spouses.

To activate this feature:

1. Click "+Add" and select "Couple" from the drop down list.
2. Enter in the client’s First and Last Name. These are the only mandatory fields that must be filled out in order to add the client.
3. Click “Add” in the bottom corner to add the new client to the system.
4. Repeat the same process for the Spouse.

OR

1. Add the first spouse as a client.
2. Click the three dots and select "Add Spouse" from the drop down list.
3. When you click "Add", both spouses will be added as clients and linked together in the system.

OR

1. Add the first spouse as a client.
2. Add the second spouse as a client and select the first spouse’s name from the “Spouse client” drop down list. When you click "Add", the spouses will be linked together in the system.

Note: This feature should only be used if you are doing wills for both spouses. If you are doing a will for one spouse where the other spouse is a beneficiary, you do not need to add them as a separate client in the system, you can instead add them as a spouse to the client on the family tree in the "People" section.