Creating Living Wills for Multiple Contacts

LiraDocs makes it easy to create Living Wills for multiple clients in an Estate Planning matter. Since many estate planning cases involve two clients, here are two ways to generate separate wills efficiently.

Method 1: Use Replace References (Recommended for Single Document Management)

Steps:

1️⃣ Open the Forms & Templates section in your matter’s action bar.
2️⃣ Select your Living Will form.
3️⃣ Once the document opens in Word, click Replace References on the toolbar.
4️⃣ In the Replace dropdown, choose Client.
5️⃣ Select Client 2 in the With dropdown.
6️⃣ Use the pop-up menu and arrows to confirm replacement.

Why Use This Method?

✅ Keeps one Living Will in the matter for easier document management.
✅ Automatically updates all references in the document.
✅ Ensures consistency across the document.

Method 2: Create a Copy for Each Client (Best for Separate Documents)

Steps:

1️⃣ Open the Forms & Templates section in the matter’s action bar.
2️⃣ Right-click the Living Will document and select Create Copy.
3️⃣ Rename the copy to “Living Will – Client 2”.
4️⃣ Select Living Will – Client 2, then click Modify.
5️⃣ When the document opens in Word, click Replace References on the toolbar.
6️⃣ Replace Client 1 with Client 2 and save the document.
7️⃣ Save & close. The second Living Will is now available in the Forms & Templates Library.

Why Use This Method?

✅ Creates separate Living Wills for each client.
✅ Avoids needing to use Replace References each time.
✅ Ideal if each client requires different terms in their Living Will.

Considerations:

⚠️ Any updates to the Living Will must be made separately for both documents.

Did You Know?

✅ LiraDocs allows bulk document generation for estate planning matters.
✅ You can use automated workflows to ensure all required documents (e.g., Living Wills, POAs, Trusts) are completed for each client.
✅ Living Wills can be electronically signed within LiraDocs for faster processing.