Tech Escalation : Demo Account Showing Wrong Price Single to Married (What to charge for plans if they switch plan type (ST to MJT to MJTAB))

An advisor was asking why his client was being charged $699 for drafting of documents of his 6 month old Single trust to Married trust. I wasn't sure so I checked for pricing in a demo account. I was testing, the cost of changing a Single trust to Married Joint trust in a demo account, shows the cost of $199. I asked Izzy for clarification, and he has stated that the cost should be $699 because it is a drafting of a whole new set of documents with additional person. I tested this in Demo account, 49586 John Doe. I added Jackie for the demo's wife. For testing purposes, it would be helpful if the demo accounts showed the correct pricing.

Israel Bilancieri Darleen Loch Karla Munson We should clarify this, I was always under the impression that any revision to any trust, even if they switch types, would be the revision price of $199.