My Estate ePlanner
NEW PRODUCT GUIDE
(How to use your new MY ESTATE ePLANNER)
1. Purchase and download your new PDF ePlanner to your device.
2. Complete your ePlanner by simply typing your information right into the relevant categories of the interactive PDF.
3. NOW, YOU HAVE 3 OPTIONS:
a. Save your ePlanner on your computer. * Remember, to share the computer password and file location with your entrusted person.
b. Save the ePlanner file to a flash, jump or an external drive. * Remember, to share the location of the drive with your most trusted person.
c. Download, save, print and store the hard copy in a safe and shared location!
4. Which-ever method you choose, please remember to entrust the location of the ePlanner (and not your information) to your most trusted relative, friend or legal representative. Your person!
5. Due to changes in personal and business information, we suggest that you update your ePlanner at least once per year. Remember to print, replace and destroy the previous file or hard copy.
NEW PRODUCT GUIDE
(How to use your new MY ESTATE ePLANNER)
1. Purchase and download your new PDF ePlanner to your device.
2. Complete your ePlanner by simply typing your information right into the relevant categories of the interactive PDF.
3. NOW, YOU HAVE 3 OPTIONS:
a. Save your ePlanner on your computer. * Remember, to share the computer password and file location with your entrusted person.
b. Save the ePlanner file to a flash, jump or an external drive. * Remember, to share the location of the drive with your most trusted person.
c. Download, save, print and store the hard copy in a safe and shared location!
4. Which-ever method you choose, please remember to entrust the location of the ePlanner (and not your information) to your most trusted relative, friend or legal representative. Your person!
5. Due to changes in personal and business information, we suggest that you update your ePlanner at least once per year. Remember to print, replace and destroy the previous file or hard copy.
NEW PRODUCT GUIDE
(How to use your new MY ESTATE ePLANNER)
1. Purchase and download your new PDF ePlanner to your device.
2. Complete your ePlanner by simply typing your information right into the relevant categories of the interactive PDF.
3. NOW, YOU HAVE 3 OPTIONS:
a. Save your ePlanner on your computer. * Remember, to share the computer password and file location with your entrusted person.
b. Save the ePlanner file to a flash, jump or an external drive. * Remember, to share the location of the drive with your most trusted person.
c. Download, save, print and store the hard copy in a safe and shared location!
4. Which-ever method you choose, please remember to entrust the location of the ePlanner (and not your information) to your most trusted relative, friend or legal representative. Your person!
5. Due to changes in personal and business information, we suggest that you update your ePlanner at least once per year. Remember to print, replace and destroy the previous file or hard copy.