How to Separate Clients in the Event of Divorce

Option A - Create a New Client Record for the Co-Client

  1. Add a new Client record for the Co-client as a separate Client, if the Co-Client is still served by the firm.

  2. Go to the joint Client's Account tab, and remove or reassign accounts that are owned by the Co-client. Place check marks next to each account to be transferred. Then, use the Mass Update action to assign the accounts to the new Client record.

  3. Go to the joint Client record's EditView.

    • Remove the Co-Client from the record.

    • Adjust the Client Name, Report Name, Salutation, and any other field that references the Co-client.

    • If the remaining Client is the wife and she has returned to her maiden name, you may wish to change the name fields in her Contact record.

  1. Go to the Contact Profile's Personal tab for each Contact and change the Marital status to Divorced or Separated. You may also wish to remove the anniversary date.

  2. Go to the joint Client's Activities tab.  Place check marks next to any Activities or History that should be transferred to the new Client record. Use  the Mass Update action to assign the activities to the new Client record.
  3. Go to the joint Client's subpanels. Reassign any records that belong solely to the Co-Client.

Option B - Create Two New Client Records, Archive the Old

  1. Keep the original Client record with the client and co-client linked for historical purposes. This will keep the history of the Client "couple" intact. Change the status for old joint Client to "Inactive".

  2. Create two new Client records for each contact. This would mean that the contacts would now each be linked to two Client records.

  3. Go to the joint Client's Accounts tab, and reassign all of the accounts to one or the other new Client records.

  4. Adjust the Groups where the original Client was a member, remove the joint Client record and adding new Client records as needed.

  5. Go to the Contact Profile's Personal tab for each Contact and change the Marital status to Divorced or Separated. You may also wish to remove the anniversary date.

 

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