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Brand new to Smokeball. I need to add a spouse to the estate details section of an estate planning matter. Any guidance is appreciated.

Hello,

There is a spouse section as soon as you open Estate Details.

 

Brand new to Smokeball. I need to add a spouse to the estate details section of an estate planning matter. Any guidance is appreciated.

Hey there! You can right click and add duplicate fields in your estate planning matters for any row in the matter details section. Does this help?

Hey there! You can right click and add duplicate fields in your estate planning matters for any row in the matter details section. Does this help?

Hi There,

 

Are you doing an estate details plan for both spouses? 

What we suggest is you do spouse one first. Fill out all the details. 
Then, once finished, right click on estate details and hit duplicate. Go in Estate details 2 and change it for all the things the second spouse didnt like about their spouses plan, ie, i dont trust the same person for medical decisions. 

Happy to always go over it via a Q&A session. 

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