Calculations & Setting Conditions for Pronouns

Setting Up Pronouns Based on Client Gender

Step 1: Gather Client Information 0:00

• Ask for the client's name and gender.
• Include options for additional choices such as marital status and spouse's name.

Step 2: Create Pronoun Variables 0:36

• Group a new formula for client pronouns.

Step 3: Set Logic for Pronoun Output 1:30

• Implement conditional logic to determine pronoun output based on client gender:
  • If client gender is male, output:
    • His
    • He
    • Testator
  • If client gender is female, output:
    • Hers
    • She
    • Testatrix
  • If client gender is non-binary, output:
    • They/Them.

Step 4: Handle Blank Outputs 2:53

• Ensure that if none of the conditions are met, the output defaults to blank.

Step 5: Repeat for Spouse Pronouns 3:14

• Create a separate group for spouse pronouns.
• Change variable names to:
  • Spouse's His/Her/Their
  • Spouse's He/She/Them
  • Spouse's Testator/Testatrix.

Step 6: Utilize Variables in Document Templates 3:33

• Use the newly created variable names within your document templates to ensure accurate pronoun representation.

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