Will Customization Overview

How do I set the global customization preferences for the Wills?

1. Go to the "Documents" tab.
2. Click the three dots on the right side of "Single Will" or "Multiple Wills" and select "Configure" from the drop-down list.
3. 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.