DELetter

TaxCycle General
1

The Deceased engagement Letter just before the signature line reads:

“The services and terms as set out above are as agreed. As well, I, {{ Filing.LegalRepresentativeOnDeath }}, acknowledge and accept my responsibilities as legal representative of the deceased as outlined above.”

It should read as follows:

“The services and terms as set out above are as agreed. As well, I, {{ Info.Filing.LegalRepresentativeOnDeath }}, acknowledge and accept my responsibilities as legal representative of the deceased as outlined above.”

2 Likes
2

Aha! Is that why the DE letter is missing the representative name at that point? I have been putting it in manually…

3

Yep :slight_smile:

4

I’ll see if I can squeeze this fix into the next release. Thanks for letting us know!

1 Like
5

You are welcome.

6

There also appears to be an issue with the name pulling through into the “Copy of the last will and testament” paragraph, the “info.” is also missing before the ID.FirstName and ID.LastName codes.

1 Like
7

replace it with this and it will work {{# CurrentClient.Info}}{{# ID.FirstName }}{{ . }}{{/ ID.FirstName }} {{# ID.LastName }}{{ . }}{{/ ID.LastName }}. {{/ CurrentClient.Info}}

8

Thanks! I’ll squeeze that into the next release.