For Washington and Oregon users
Client Questionnaire — spouse now shows by name in fiduciary drop-downs
In the Client Questionnaire, a married client's spouse appeared as "false" instead of their name in the fiduciary drop-down lists (Personal Representatives, Trustees, Financial Agents and Health Care Agents). The spouse's name now displays correctly.
Client Questionnaire — Assets and Liabilities summary for widowed clients
Widowed clients are now asked whether any assets or debts are still titled in their late spouse's name. If yes, the Asset Details and Liabilities grids include an Ownership column so each item can be marked as theirs, their late spouse's, or in both names. The Assets and Liabilities summary — which previously showed N/A and $0.00 for these clients — now totals correctly, with the columns labelled to make clear the combined figure includes assets still in the late spouse's name.
Package Review — sheets for clients with a Jr., Sr. or III suffix
Package Review sheets now download as .html for clients whose last name has a Jr., Sr., or III suffix. Previously these were coming down as .txt files with the date missing from the filename.
Washington only
Health Care Directive — pregnancy provision
The interview now offers the pregnancy provision for a Health Care Directive wherever a client is female. Previously it appeared only on single-client and separate plans — mirrored Will and joint revocable trust plans never offered it. The question now names the client it applies to, and the provision still prints only in that client's directive.
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