System Requirements
 
You’ll get access to over 50 forms that cover practically every aspect of your financial life. In this kit you’ll find:

• An easy-to-answer questionnaire that will automatically select the correct must-have documents for you

• Audio and visual explanations
taking you paragraph by paragraph through the four must-have documents

1. Will
2. Revocable Trust
3. Durable Power of Attorney for
Health Care
4. Financial Power of Attorney

• 10 electronic guidebooks, that cover all aspects of your financial life

• Free automatic updates,
so your documents will always be current (Internet access required)

It’s like having your own financial planner and personal trust attorney at your
fingertips!
 

Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.



Listen to or read a step-by-step explanation of what you need to know.
Then print out the relevant documents.



To complete the process, follow the instructions that print out with your documents. (In some cases, forms will need to be witnessed and notarized.) Then store them in a safe place.

Now you and your loved ones are protected!