My firm bought TheFormTool a month or so ago and I think I've got a pretty good command on the basic programming. Now I'd like to program all of my estate planning documents and I'm trying to think through a few things before I jump in (sort of architectural ideas).
First, it would seem like I could create one master table and create inputs for multiple forms there (e.g. include one table that could be used in a Will, Revocable Trust, Power of Attorney, Health Care Directive, etc.). I'm thinking question 1 might be a list of all names in all of the estate planning documents. Then I could use choice type answers to insert the appropriate names in the Will, Revocable Trust, etc.. Any answers that don't apply would be ignored by the tool (e.g. in the Power of Attorney form, the "Executor" field would be ignored).
Let's say I start with the Will and question 1 requires me to enter every name that will appear in any of the documents. Then in the table in the Will, I suppose I can go ahead and include things like Attorney in Fact which are not used in the Will but instead are used in a different form (in this example, the POA)? I'm trying to avoid having different tables and having to enter names more than one time. If I just had a single table where I entered all information and then used it in each form for the estate plan, that would be ideal. Also, let's suppose there is a single table, then what is the quickest way to get the completed table into all of the various documents? Again, suppose the table was created in the Will form. Now, how do I get the table in the Revocable Trust, POA, etc.?
I'm sure someone has done this so I'm trying to see if you can give me some suggestions for doing this. Thank you.
Casey Riggs in Nashville emailed this question