How do I sync the provisions from one spouse's profile to the other?
If you are dealing with a spouse client file and wish to copy the provisions 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 "Provisions" tab.
- Set your preferences for Funeral arrangements, Future class members, Class Restrictions, Trust for beneficiaries under a certain age, and Secondary will asset definitions.
- To copy the provisions over to the other spouse, click the spouse sync button (the name of the other spouse with arrows) in the top left corner.