Beth Mehmel-Dube (Customer) asked a question.
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How are you creating these wills? Are you generating wills using templates that you've created in LEAP? If so, you'll need two templates--one template with "Client 1" fields and the second template with "Client 2" fields. You can also insert pronoun fields so the document corresponds with the client's gender listed on their card.
I create\
I create cards in Leap and then go into wealth council to create documents. I ended up deleting the client 2 and adding her back in as a + to client 1.