Can anyone share your Best Practices on ensuring an Addressee name will be correct for a Surviving Spouse after their spouse is deceased? Can edits only be made at the time of marking the deceased spouse through the Deceasing Options page?
Hi Lisa!
I change the status of the spouse when I'm updating the deceased. Going through the Deceasing Options to the Household/Group tab I change the primary to the living spouse. Normally, when you mark someone deceased and inactive and go through the deceasing options, it will change the spouse automatically to widowed. You can always go back in later to correct the info on the living spouse if someone forgets. It's one of the reasons I designate myself and one other to be the only ones to handle the deceased entry.