People & Entities
Guides related to person and estate plan document data cards
7 articles
- How to Add, Edit and Delete Contacts for Clients
- Do I need to create contact cards if I've already created a contact in a will or trust card?
- How can I specify when a trust terminates in the Will or Trust Card?
- Entering Remainder Beneficiaries for the Survivor's Trust in the Joint Revocable Trust Card
- How to List a Business for a Client by Creating an Entity Card
- How to Use People & Entities
- How to merge duplicate contact cards together