"How To" Help in Estate Planning Products

An additional type of help is available in estate planning products only called 'How To' help.

‘How To’ Help is available by selecting ‘How To’ from Question 1 (Select An Activity).  Topics include how to:

• CHANGE YOUR ANSWERS

• COPY FROM ANOTHER DOCUMENT INTO LAWGIC

• COPY WITHIN LAWGIC

• CREATE A CERTIFICATE OF TRUST

• CREATE CUSTOM PROVISIONS

• CREATE SIMPLE DOCUMENTS

• CREATE VARIOUS TRUSTS ON DEATH

• CREATE YOUR OWN TEMPLATES

• DRAFT A REV. PROC. CRT

• DRAFT AND PRINT MULTIPLE DOCUMENTS

• DRAFT AN IRREVOCABLE TRUST

• GET HELP

• MIRROR DOCUMENTS FOR SPOUSES

• NAME TRUSTEES

• NAVIGATE: CONTINUE AND REVIEW MODES

• NAVIGATE: REVIEWING YOUR ANSWERS

• OVERVIEW: HOW LAWGIC WORKS

• PREPARE SYNOPSIS OF WILL OR TRUST

• PRINT A TEMPLATE WITH BLANKS

• PRINT A CLIENT QUESTIONNAIRE

• PRINT LAW & STRATEGY, QUESTION HELP, OR PROGRESS

• SAVE CLIENT ANSWER FILES

• TREAT CHILDREN DIFFERENTLY

• USE RESOURCES

• USE VARIABLES (selected products)