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Youll get access to over 50 forms that cover practically
every aspect of your financial life. In this kit youll
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)
Its like having your own financial planner and personal
trust attorney at your
fingertips! |
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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. |
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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!

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