Names,
addresses and relationships for appointments, legacies, beneficiaries
etc. only have to be entered once.
Drop down
lists are available for all relationships. Use the first letter
to go straight to right section - key 'S' to go to 'sister'
Names,
addresses and relationships are stored for use on subsequent forms.
E.g. in the appointments for Guardians in this Will typing 'J' in the
first name space prompts in the status bar so that a single key repeats
the appointment for a new duty.
Single
spaces are displayed for names
when you first open some forms for a new client.
These include
the forms for: Guardians, Children, Named Beneficiaries, Reserve Beneficiaries,
Specific Legacies and Monetary Legacies
Extra Names
can be added in these forms
just by clicking the Add .. button as many times as necessary.
The forms
expand to accommodate as many names or items that need to be recorded.
Added name spaces can also be deleted individually
with the X button alongside each one.
Extra form spaces and their contents are
saved within the Client Information file.
