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'Actors' and their multiple roles

Views: 5086 Created: 06/05/2012 01:05 pm Last Updated: 08/30/2013 10:25 pm 0 Rating/ Voters

Q.  I am drafting a Will and Trust package. The [Client Name] is also the [Testator] and is also the [Trustor]. [Child@1] is the [Personal Representative], a [Beneficiary], the [Health Care Surrogate].

     Do I really have to type the same name in at each location?

A.  NO! Here are several approaches, from the most mundane to the most sophisticated:

  1. Instead of typing the name in more than once, you can highlight the name on one line nd copy (Ctrl-C) and paste (Ctrl-V) it into another location.
  2. You can create an equivalency. In the value spot for the second 'role' played by the actor, type an equal sign ("=") followed immediately by the variable name of the actor. See this page from the Manual for examples on using this 'equivalency function.
  3. And the pièce de résistance . . . this one is uber cool. Create an equivalency MultiChoice *List*. (It's #2 above on steroids.) Do so by listing the variables associated with all actors, with an "=" immediately in front. Here is an example, with instructions below, which you should be able to copy and paste and modify.

=[Client Name]
=[Spouse Name]
=[Child@1 Name]
=[Child@2 Name]

Highlight these (or similar) actors that you have typed onto an editing screen. Click the MultiChoice *Lists* menu and select the Add Prepared List radio. Click next and accept the option to import values that appear on separate lines. Save the list under the alias "Actors" (you can use any term you want, but choose one that illustrates the point well.)

To use in the document, type [*Actor*Testator] or [*Actor*Personal Rep] or [*Actor*Guardian].

Note that here you are listing not the 'names' of the actors but the capacities in which a named actor may serve. When you click the Next button, Pathagoras will automatically replace the name of the actor with the role you have assigned.

(See this page from the Manual for a more detailed, highly illustrated, set of instructions. It presents a slightly different approach to creating the MultiChoice *List*.)