Can we use Conditions to build an entirely different document?
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Installations and Emergencies!
- The Learning Curve
- Deep Dives on Specific Features
- The Community Treasure Chest
- Word Warriors®
- Resource Library
- News and Updates
Okay, we have been using Form Tool to automate our estate planning practice, but are stumped with one idea we have. When funding a trust, there are various forms we need depending on the types of assets a client has. There is one form for a bank account, one for life insurance companies, one for brokerage accounts, etc. One couple might have 3 different banks with accounts and only one life insurance company, and another client might have 4 life insurance policies and only one bank.
How might we get started with creating a form that can identify how many of a various form we need and create one document ready for printing that has the right number of each form? Is it going to be conditions with entire pages as the conditional language? Or is there a better way to do it?