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Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need.

Please consider adding this field somewhere in the PC, so the family can choose a quantity.

Additionally, a message should be shown providing information as to what institutions or assets typically need death certificates. Some of those are: Auto Titles (incl. Boats, RVs, Trailers), Real Estate, Banks, Insurance Companies, Investments, Veterans Administration.

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  • May 28 2022
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  • Holly Stammis commented
    3 Jun 01:53pm

    Did you know you can add your own questions in the Planning Center? I customized all of our questions.

    In admin, go to collaboration, then "appearance and content", scroll down to "add a question", then add your question.

    "How many certified copies of %{decedent_first_name}’s death certificate would you like us to order?

    Most institutions in which there is an exchange of assets or finances will need a certified copy. For examples: Auto Titles (incl. Boats, RVs, Trailers), Real Estate, Banks, Insurance Companies, Investments, etc. You will not need one for Social Security."