How do I set the global customization preferences for the Wills?
- Go to the "Documents" tab.
- Click the three dots on the right side of "Single Will" or "Multiple Wills" and select "Configure" from the drop-down list.
- Make your changes and select "Save" in the bottom corner.
Note: The way you set your global preferences in the "Documents" tab will be the default for every will that is generated. However, whenever you go to generate a will for the client, you will always be given the option to deviate from the global preferences for that specific client.