How do I change the document customization preferences for a specific client?
If you wish to make changes to the document preferences for a specific client file, you can do so after selecting the document type you wish to generate. You will have the opportunity to change:
- The Signing date. The default will be set to the current date (date of document generation), but this can be changed by selecting a new date from the calendar or typing it into the field (m/d/y).
- Other General provisions. Check the box to include and uncheck the box to exclude. Registered Asset Designation will list the designations on any registered assets in the will. Joint/Designated Asset Confirmation will confirm the ownership of these assets in the will, to take it beyond assumption. Counterpart Execution will include some wording about signing in counterpart. Simplified Provisions will generate a simpler will with less definitions and powers. Will Guide will produce a guide to the clauses in the will for clients.
- Witnesses. You can set any other user as a witness for the signing of the will. If this individual is not another user on your account, you can select the blank field from the drop down list, and manual enter their information in the will.
- Affidavit of Execution. You can choose to generate an affidavit for one or both witnesses, and also indicate the information of the individual who will be commissioning.