URGENT Tech Escalation : French #67822 - Missing Trust Docs

Today the advisor called in with a question about beneficiary percentages. In order to see if the client selected Joint Children or Benes I Specify I have to enter the Response Summary through the dashboard. When I did this and cancelled out - it shows the title as GET STARTED, not READY TO SIGN. There are documents as of 10/30/24 in the system.Please note: this client file also was supposed to be switched from an A/B trust to a disclaimer trust. Might be the source of this current problem.

You were correct, this had been switched back to an AB. For now, I have put it back as a disclaimer. And I will add this to our bug list.