Generate married estate documents when deal flag changes

Your estate planning deal records lack ready-to-sign PDFs after intake is flagged, delaying client signings and staff review. You receive finished document packets for review and client delivery same day.

Overview

When a deal record flips the document-generation flag, legal staff stop waiting for manual merges and get ready-to-sign PDFs delivered to coordinators. That removes intake bottlenecks and ensures signing packets are available same day for review and signature.