Update fiduciary names and roles on matter spreadsheet row

Your intake fiduciary entries leave matter records incomplete and roles unclear, slowing estate document prep. This fills fiduciary names and roles so attorneys can prepare documents same day.

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Overview

Missing fiduciary names and undefined roles slow estate drafting and increase rework for small firms. This flow guarantees each matter row receives complete fiduciary names and role labels so attorneys and practice managers get drafting-ready records the same day intake arrives.