Hang on, I've given you a document with both the VBA coding and the field coding that you could simply copy & paste into your own template, and you say it's above your pay rate - when all you'd have to do is create three custom document properties???

Did you at least experiment with the macros I included in the document to see how they affect the output?

You want your paralegal to type in all the name & his/her etc. content wherever required, then run your way more complex macro to swap the details, but they can't answer three simple prompts in a macro for supplying the testator's name & sex and the beneficiary's name? Then the second macro to swap them over with no further input? Is that what you're trying to tell us?

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]