can you input beneficiaries details so they auto populate a will?
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beneficiaries details to auto populate a will?
- Contributor
- 6 replies
Best answer by JKibler
Yes, but it is difficult to do so well unless you only have one or two ways gifts are being made - Outright gifts in equal shares of the balance of the estate to all beneficiaries is trivial to do. Anything other than that is unwieldy including: Gifts in disproportionate amounts or types, beneficiaries taking in order of priority according to classes and availability of assets etc., special gifts.
You can request automation of documents uploaded to your forms by right clicking the doc and requesting. Or you can ask your account manager to connect you with and document automation trainer so they can exaplain how you can automate your own documents.
Yes, but it is difficult to do so well unless you only have one or two ways gifts are being made - Outright gifts in equal shares of the balance of the estate to all beneficiaries is trivial to do. Anything other than that is unwieldy including: Gifts in disproportionate amounts or types, beneficiaries taking in order of priority according to classes and availability of assets etc., special gifts.
You can request automation of documents uploaded to your forms by right clicking the doc and requesting. Or you can ask your account manager to connect you with and document automation trainer so they can exaplain how you can automate your own documents.
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Stapling on to
We’ve found that LW&T clients change their mind so often -- from initial intake consult through signing -- that automating beneficiaries isn’t productive. Too many downstream edits and twists to make it useful.
- Contributor
- 6 replies
I wanted to know if you can input beneficiaries into smokeball so that they are auto-populated into a will precedent. These answers are not helpful.
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