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Created by Guest
Created on May 6, 2024

Tech Escalation : Children from Other Marriages doesn't Trigger A/B Trust

Squillace #60886  During a PLUS appointment, the client answered the question "Do you have children from outside your marriage?" as No. When we got into the actual Trust questionnaire, they corrected their answer and named three children not born to their marriage.  When I processed the documents I noticed that they didn't have an A/B provision, so I had to go back into Triage and fix that one answer.Seems like the system should do an A/B if there are other children listed regardless of the answer on the triage question. Attached you can see the lack of an AB - this is when I first noticed it and I have fixed it. 
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