How do I sync the appointments from one spouse's profile to the other?
If you are dealing with a spouse client file and wish to copy the estate trustee or guardian appointments into the other spouse's profile, you can do so by using the spouse sync button.
- First ensure both spouses have been added as separate clients and linked together with the "spouse client" field.
- Enter into one spouse's profile and navigate to the "Appointments" tab.
- Choose your primary and alternate appointees.
- To copy the appointments over to the other spouse, click the spouse sync button (the name of the other spouse with arrows) in the bottom left corner.
Note: If the spouse is one of the appointees, syncing will automatically switch their names (so that the spouse will never be appointed as their own estate trustee).