She gave me a sample will, medical power of attorney, and some correspondence.
There are several places in the will, where it will say, “I leave my sons…or my wife, Mary,” for example.
If you’ve tried to make yourself a homegrown forms database, knowing that you’ll have to go in each time and fill in the variable information (name, he/she, his/her, son/daughter/children, etc.) in all (and I do mean I’m trying to create some forms for our estates and trusts attorney.There are a number of ways to approach this — I’ve heard of people using Mail Merge, ASK fields (which engineer the living daylights out of this if you’re so inclined.But this reader requested something that works like Adobe’s forms, where you can fill in one field and, if the field is duplicated elsewhere, those field copies will automatically repeat the same information (and self-update if the information in the original field changes).[I could] make all of those relationships fields, but I think that would be longer.
As of now, all the paralegal has to do is do a find/replace and change all the sons, to daughters, or children, and wife to husband, etc.So I settled on Microsoft Word’s Bookmarks feature.