Custom Profile: I selected the “unmarried” Named Recipients option for customizing a profile, yet at the beginning, I am still asked if the client is married and must specify whether the spouse is a US citizen, even though I chose “not married.”

These questions are asked every time you start the process of customizing a will or trust profile – or if you edit one of your customized profiles. You could create different assumptions for different profiles (or change them while editing), and these three questions are vital to the program displaying the correct information.

Limited Access

This content is for InterActive Legal subscribers only.

If you are an InterActive Legal subscriber, please login to view this content.

If you are a non-drafting user, your access is limited to recommended software training classes.

Recommended Software Training for Non-Drafting Users

If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com

If you need additional assistance, please email
customerservice@interactivelegal.com

Comments are closed.