Instant Online Access
(Internet-based program)

This online program includes the
four “must-have documents”:

• Will
• Revocable Trust
• Financial Power of Attorney
• Durable Power of Attorney for Health Care

PLEASE NOTE: This program is an Online Version.
You will receive your activation information within your
e-mail confirmation. You WILL NOT receive an item
in the mail.

If you’re an existing Will & Trust kit user,
click here to login.

You’ll get access to over 50 forms that cover practically
every aspect of your financial life. In this Internet
program, 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
• 10 electronic guidebooks, that cover all aspects of your financial life
• Free automatic updates, so your documents will always be current

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

• Personalize – Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.
• Print – Listen to or read a step-by-step explanation of what you need to know. Then print out the relevant documents.
• Protect – 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!