Templates for estate executor

Hi Eric,

Please review the following snippet: Snippet "Community Example: Estate Executor"

A few comments, I added Notes to the snippet to explain each of the commands used and provide alternatives.

I created the snippet with values from User Properties. The snippet will show an error in this example but as I suggest in the note, you can enter your name or contact information.

You can also create a snippet for your signature and Import that snippet into other snippets This is handy for using by itself or as parts of larger snippets.

I also added each section using the Toggle command. This will allow you to select only the sections that apply to your client.

Please let me know if you have any other questions

  • Mike