Getting "Estate of" to Print on Statements
Posted: Sat Jan 09, 2021 1:56 pm
When the first adult family member becomes deceased, I change their DIRECTORY SEQUENCE to 99, remove the envelope number association, record the DECEASED DATE, and set PERSONAL STATUS to "Deceased". I also remove the deceased person from the FAMILY MAILING NAME (within INTEGRATED DATA ENTRY).
When the second adult becomes deceased, I change their DIRECTORY SEQUENCE to 98, and change the envelope number to a deceased band of numbers, record the DECEASED DATE, and set PERSONAL STATUS to "Deceased". I then prepend "Estate of" to the FAMILY MAILING NAME.
My issue is that "Estate of" is not showing up on the tax receipt, even if I put "Estate of" in the TITLE field of the personal profile. I would prefer not to change the FIRST NANE within the PERSONAL PROFILE module to include "Estate of". Surely there must be something simple that I am missing.
When the second adult becomes deceased, I change their DIRECTORY SEQUENCE to 98, and change the envelope number to a deceased band of numbers, record the DECEASED DATE, and set PERSONAL STATUS to "Deceased". I then prepend "Estate of" to the FAMILY MAILING NAME.
My issue is that "Estate of" is not showing up on the tax receipt, even if I put "Estate of" in the TITLE field of the personal profile. I would prefer not to change the FIRST NANE within the PERSONAL PROFILE module to include "Estate of". Surely there must be something simple that I am missing.