Tech Escalation : Amended Former Spouses Don't Add to Disinherited List

please see screenshot of plan prior to manual change by AM Thomas Thomas #60822

Heather Amey When I went into the client's dashboard, I clicked on Make Changes to Married Trust and the tool populated the Disinherited individuals. Would the client like to disinherit anyone else?

Darleen Loch Did you read this information? Advisor entered former spouses and set two to divorced/ deceased. He generated the documents and paid then caught this error. Those two spouses were not deceased. He amended the entries and regenerated the documents but those two spouses weren't added to the disinherited list. I was able to manually add them but the system should automatically add them.