Documentero - Document Automation & Generation Software

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Q: I have a word document that we want to use to collect client instructions in Documentero

Hi we are a UK based Estate Planning provider helping client with Wills, Trusts and Lasting Powers of Attorney. Can I use the word document in Documentero to collect the instructions for a couple of people, generally husband and wife? The instructions can also have multiple people appointed to act for the clients such as executors. Each person may also choose different executors and beneficiaries. Can I attach or send you a copy of the document we want to use?

john2848May 16, 2025
Founder Team
Jarek23197

Jarek23197

May 17, 2025

A: It sounds doable using our shareable forms and conditions in our templates. Sure you can contact us if you have specific questions regarding template creation.

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