Introduction #
If you’re looking to customise how people are referenced in the Last Will & Testament document within Sure Will Writer, this guide is designed to make the process effortless for you.
Prerequisites #
- Ensure you are logged into Sure Will Writer.
Step-by-Step Instructions #
- Navigate to Company Settings
- Click on your name, located at the top right-hand corner of your screen, and select ‘company settings’ from the dropdown menu.
- Access Document Customisation
- From the column on the left-hand side, click on ‘Document Customisation.’
- Find the Referencing Options
- Scroll down the page, and you’ll find the options for specifying how people are referenced throughout the Will.
- Update Your Choices
- Once you’ve made your selections, make sure to click the ‘update’ button beneath the options to apply the changes.
For further assistance, feel free to contact our support team at [email protected]
