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Do I need to create contact cards if I've already created a contact in a will or trust card?

No. If you've created a contact within a will or trust card, a contact card will automatically generate.

For any duplicate instances, you have the option to "merge" contacts directly.

To merge duplicate contact cards into one, follow these steps:

  1. Log into your Wealth.com account

  2. Select the relevant client

  3. Head over to the People & Entities tab

  4. Locate the duplicate contact card and select the three dots to the right of that contact

  5. Select Merge Contact from the drop-down menu

  6. Two window panes will appear, one will have populated the contact card you selected. On the right pane, select the other duplicate contact.

  7. Now with both duplicate contacts side-by-side, select the preferred card you'd like to use in the platform by selecting Set as Primary Contact

Please note this is only available for Family Office Suite users.

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