Estate Planning, Trust & Wills Software User’s Guide

NA T I O NA L L AW F O R M S L E G A L S O F T WA R E
Estate Planning, Trust & Wills
Software User’s Guide
© National LawForms, Inc.
P.O. Box 93001
Phoenix, AZ 85070
Website: www.nationallawforms.com
Email: [email protected]
Phone: 480-706-6474 › Fax: 480-460-4790
NATIONAL LAWFORMS INC. – ESTATE PLANNING, TRUST &
WILLS SOFTWARE USER’S GUIDE
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accordance with the terms of the agreement.
Documentation version: 2.0.5
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Contents
PREFACE – ABOUT THIS GUIDE ............................................................... IV
INTRODUCTION ........................................................................................IV
CONVENTIONS.........................................................................................IV
SECTION 1 – SOFTWARE INSTALLATION .................................................... 2
INSTALLING LAWFORMS ESTATE PLANNING SOFTWARE .......................................... 2
PACKAGE CONTENTS
SYSTEM REQUIREMENTS - HARDWARE
SYSTEM REQUIREMENTS – SOFTWARE OPERATING SYSTEMS SUPPORTED
INSTALLATION PROCEDURE
2
2
2
3
UNINSTALLING LAWFORMS ESTATE PLANNING SOFTWARE ....................................... 6
SECTION 2 – GETTING STARTED ............................................................. 7
OVERVIEW – THE LAWFORMS CONCEPT ........................................................... 7
OPENING LAWFORMS ESTATE PLANNING SOFTWARE ............................................. 7
ADD NEW CLIENT SCREEN ........................................................................... 8
CLIENT INFORMATION SCREEN ...................................................................... 9
MODULE AND FORM SELECTION SCREEN ......................................................... 10
COMMON TRUST INFORMATION SCREEN ......................................................... 12
TRUST SELECTION SCREEN ........................................................................ 13
ENTER PROMPT ANSWERS SCREEN ............................................................... 14
SECTION 3 – WORKING IN THE EDITOR ....................................................17
ABOUT THE EDITOR ................................................................................. 17
COMMON WORD PROCESSING FEATURES ........................................................ 17
CHARACTER AND PARAGRAPH FORMATTING
BULLETS AND NUMBERED LISTS
HEADERS AND FOOTERS
PAGE AND DOCUMENT SETTINGS
SEARCH AND REPLACE
TABLES
UNDO
17
17
17
17
17
18
18
NAVIGATING WITHIN THE WORD PROCESSOR ................................................... 18
SAVING DOCUMENTS ............................................................................... 20
THE SAVE AS SCREEN - OVERVIEW
THE SAVE AS SCREEN – SAVE IN:
21
21
ii
THE SAVE AS SCREEN – FILE NAME:
THE SAVE AS SCREEN – SAVE AS TYPE:
22
23
PRINTING DOCUMENTS ............................................................................. 24
SECTION 4 – WORKING WITH SAVED DOCUMENTS .......................................25
OVERVIEW ........................................................................................... 25
OPENING A PREVIOUSLY SAVED DOCUMENT (LAWFORMS ESTATE PLANNING PROGRAM) .. 25
OPENING A PREVIOUSLY SAVED DOCUMENT (MICROSOFT WORD) ........................... 27
SECTION 5 – ADVANCED EDITING: MODIFY ORIGINAL DOCUMENT TEMPLATES ......29
OVERVIEW ...........................................................................................
BASICS: UNDERSTANDING THE FILE STRUCTURE ...............................................
FILE LOCATIONS – HIPAA AMENDMENTS........................................................
FILE LOCATIONS – SMALL ESTATE WILLS AND POA’S .........................................
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (SINGLE TRUST) ........................
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (JOINT TRUST) ..........................
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (JOINT TRUST WITH Q-TIP) ...........
MAKING MODIFICATIONS TO TEMPLATE FILES ...................................................
STEP ONE – LOCATE THE DOCUMENT TEMPLATE TO WHICH YOU WISH TO EDIT:
STEP TWO – OPEN THE DOCUMENT TEMPLATE FOR EDITING:
STEP THREE – SAVE THE DOCUMENT TEMPLATE:
29
29
30
31
32
33
34
35
35
35
35
SECTION 6 – PRODUCT UPDATES ...........................................................36
INTERNET PRODUCT UPDATES ..................................................................... 36
SECTION 7 – TROUBLESHOOTING ...........................................................39
INTERNET RESOURCES - KNOWLEDGEBASE ...................................................... 39
SECTION 8 – SERVICE & SUPPORT .........................................................41
SERVICE & SUPPORT SOLUTIONS ................................................................. 41
CUSTOMER SERVICE ................................................................................ 41
TECHNICAL SUPPORT ............................................................................... 41
STANDARD SUPPORT
ONLINE SUPPORT
OUTDATED PRODUCT VERSION SUPPORT
DISCONTINUED PRODUCT VERSION SUPPORT
41
41
42
42
RETURN POLICY ..................................................................................... 42
CONTACT US ........................................................................................ 43
iii
Preface – About this Guide
INTRODUCTION
T
hank-you for choosing National LawForms, Inc. to provide for your Legal Software needs, we are
confident that you will find that all of our products will bring added value to your firm, and we
stand ready to service your needs. LawForms has been serving the legal community for over 35
years, with a complete line of Legal Software, Estate Planning Supplies, Do-It-Yourself Legal Kits,
and Legal Forms.
This Software User’s Guide describes how to install, use, troubleshoot, and remove LawForms Estate
Planning, Trust & Wills software for your Windows based computer. All instructions & screen shots
generated in this Guide are assuming that you are utilizing the latest Microsoft Operating System,
Windows XP, so instructions might need to be modified slightly for anyone running Windows 2000 or
previous. Before you begin please take a moment to familiarize yourself with this Software User’s Guide,
especially the section below on conventions, as they provide a variety of useful timesaving tips. You
should also have a basic working knowledge of how to perform Windows functions, as these will not be
discussed in this Guide.
CONVENTIONS
The table below lists conventions that are used throughout this Guide and are meant to draw your
attention to valuable information, etc. Read below for a description of each:
ICON
NOTICE
TYPE
Informational Note
Data Entry
CO NV ENTIO N
Commands
Keyboard key
names
Words in Italics
DESCRIPTION
Information that describes important instructions or
features.
Indicates that information needs to be typed in
a field to complete an operation or function.
DESC RIPTIO N
You must enter the Command exactly as it appears and then press
Enter, Ok or Return. Commands appear in bold. Example:
To determine your IP address, enter the following command:
ipconfig /all
If you must press two or more keys simultaneously, the key names are
linked with a plus sign (+). Example:
Press Ctrl+Alt+Del
Italics are used to emphasis a point.
iv
Section 1 – Software Installation
INSTALLING LAWFORMS ESTATE PLANNING SOFTWARE
Package Contents
T
he shipment received should contain the items listed below. NOTE: If any of these items are
missing, please contact us immediately in order that we can provide you with any missing materials.
1.
CD-Rom Disk – (Includes various LawForms Legal Software Products).
2.
This Software User’s Guide.
NOTE: Any Programs that are included as a special bonus will install simultaneously with the
product purchased. A special installation key code will unlock the bonus materials and run from
within the program purchased.
System Requirements - Hardware
LawForms Estate Planning Software requires that the computers physical hardware configuration your
computer meet the following minimum requirements:
Pentium 233-MHz CPU (Central Processing Unit).
64-Megabytes of RAM (System Memory).
120-Megabytes of available hard drive space.
Super VGA display with 256 colors at 800X600 resolution.
NOTE: Significant performance improvement can be achieved by utilizing a faster CPU, more
system memory, and a fast video card.
System Requirements – Software Operating Systems Supported
LawForms Estate Planning Software is compatible with the following Microsoft® Operating Systems:
Windows XP (Professional & Home Edition)
Windows 2000 (Professional)
Windows Me
Windows NT 4.0 (Workstation)
Windows 98 (Second Edition)
Windows 95 (OSR-2)
2
INSTALLING LAWFORMS ESTATE PLANNING SOFTWARE –
CONTINUED
Installation Procedure
The LawForms Software CD contains an interactive program interface that will guide you through the
process of installing the software.
Follow these steps to install LawForms software on your computer:
1.
Exit all applications that are currently running in the background.
2.
Insert the LawForms CD into the CD-Rom drive. The setup program is designed to automatically
start on its own a few moments after placing the disk in the CD-Rom drive. If after a short wait,
the setup program does not appear, complete the following action:
ACTION: In the Windows task bar Click
(bottom left corner of the screen), then select
Run from the menu (left-click to select). Enter the following in the command line: D:\SETUP –
(Substitute the correct letter for the CD-Rom drive), and finally click – OK. The setup program
should now launch.
3.
After a brief intro the Welcome Screen will appear. Read the information on-screen and when
ready to continue, click – Next.
3
INSTALLING LAWFORMS ESTATE PLANNING SOFTWARE –
CONTINUED
4.
The Select Product to Install screen will appear and you will have the option of selecting
one of many different legal software packages. To begin installation of the Estate Planning, Trust &
Wills software, click – Trust, Estate, to launch the Install Shield Wizard.
NOTE: Using your mouse, hover above each choice and a pop-up description will appear below
the option which explains in more detail, the selected application.
5.
Simply follow the steps on-screen and the LawForms Installation wizard will walk you through
installation. By default the program will be installed to the folder: C:\Program
Files\LawFormsTrust.
NOTE: The default installation folder can be changed, but we highly recommend that this option
be set to default, as obtaining updates and technical support may provide a challenge.
6.
Upon successful installation, the LawForms Estate Planning program will auto-launch and an icon
will be placed on the desktop for easy access.
4
INSTALLING LAWFORMS ESTATE PLANNING SOFTWARE –
CONTINUED
7.
The first time the LawForms Estate Planning Software is opened, you will be required to insert
your registration code (located on the inside front cover of this Software User’s
Guide). Save this information for future use, as it will be required should you need to contact
technical support.
NOTE: You can find your registration number on the inside front cover of this Software User’s
Guide.
NOTE: If you require technical assistance with an installation problem, please refer to Section 6 –
Troubleshooting, later in this Guide before contacting technical support. Please refer to Section
7 – Service & Support, in order to obtain the phone number or email address for a technical
support representative.
5
UNINSTALLING LAWFORMS ESTATE PLANNING SOFTWARE
Follow these steps to uninstall LawForms software on your computer:
1.
In the Windows task bar Click
(bottom left corner of the screen), then select Control
Panel from the menu (left-click to select).
2.
Next, Double-Click the Add-Remove Programs Icon.
3.
Scroll down the list of installed programs until you come to the LawForms Trust Icon, (left-click to
select), then click the Change/Remove Button.
4.
Simply follow the steps on-screen and the LawForms Installation wizard will walk you through the
removal of the LawForms Estate Planning software.
NOTE: You will be required to remove the LawForms Estate Planning software per the license
agreement if you elect to return the software per our satisfaction guarantee.
NOTE: If you require technical assistance with the removal of LawForms Estate Planning
software, please refer to Section 6 – Troubleshooting, later in this Guide before contacting
technical support. Please refer to Section 7 – Service & Support, in order to obtain the phone
number or email address for a technical support representative.
6
Section 2 – Getting Started
OVERVIEW – THE LAWFORMS CONCEPT
B
efore we begin, it is important to understand some basic concepts within the program to assist
you in the creation of your documents. The LawForms Estate Planning software program is
divided into two sections.
The first section, involves input of your customer information. In this process, the program will prompt
the user for the appropriate information.
The second section of the program utilizes the customer data to create the documents. In this section,
the customer information is merged into the document, whereby you can preview the document on
screen, make additional edits, print and save the document in a directory of your choosing. This second
portion of the program might best be thought of as the word processing part of the program. And, much
like any word-processing program might allow, the user may edit and refine the document to completion.
The remainder of this section is dedicated to walking you through the steps you will follow to create a
document for a client. During this step-by-step process we will create a client named ABC Consulting
Services, Inc. (a fictitious company)
OPENING LAWFORMS ESTATE PLANNING SOFTWARE
There are two ways to open the LawForms Estate Planning software package:
1.
Double-Click on the LawForms Trust Icon, located on your Desktop.
2.
(bottom left corner of the screen), then select All
In the Windows task bar click –
Programs and then LawForms Trust from the menu (left-click to select).
7
OPENING LAWFORMS ESTATE PLANNING SOFTWARE CONTINUED
The first time you open the LawForms Estate Planning software, you will be required to insert your
registration code (located on the inside front cover of this Software User’s Guide).
ADD NEW CLIENT SCREEN
After successfully entering your registration code, the program will take you to the Add New Client
Screen, where you will be prompted for a Client Name & Phone number. This step is required and is
necessary for establishing the database structure for a particular client.
The cursor should automatically be placed in the box for the Name of Client or Name of Entity
Screen, and should be blinking waiting for your input.
8
ADD NEW CLIENT SCREEN - CONTINUED
ACTION: Type the Name of a Client or the Name of an Entity in this first field.
NOTE: There are several keys on the keyboard that will not be available, and include
([email protected]#$%^&*<>:”?/’). This is done by design as to be compatible with the database structure –
You may also run into problems if you use excessively long Client Names. Recommendation:
Keep it simple, this step only sets up the database structure, you will be able to type longer Client
Names in the appropriate sections for each document.
To navigate to the next field Phone, either click (single left-click) on the white box beneath the word
Phone, or hit the tab key, then begin typing the information requested.
If necessary choose the specific state where the entity will be filed with the Secretary of State. You can do
this by choosing it from the dropdown-list, simply click on the
dropdown-arrow, and select the
corresponding state.
When you have completed these steps click – Save (single left-click).
CLIENT INFORMATION SCREEN
The Client Information Screen is where all of your existing Client’s information is stored and
maintained. From this window you can choose the Client you want to work with by Clicking (left-click
once) on the name of the client you wish to work with.
9
CLIENT INFORMATION SCREEN - CONTINUED
NOTE: You can also add a new client by clicking – File, then New Client or you can add an
additional state by Clicking – Add State (each state sold separately – contact LawForms if you
are interested in purchasing additional states)
MODULE AND FORM SELECTION SCREEN
The Module and Form Selection Screen will appear if you were one of the fortunate few who
qualified for the Last Will & Testament software Bonus, Congratulations! In order to select from the
bonus documents click – Last Will and Testament.
Or you can select the Area of Law for Estate & Trust, click – Estate Planning and Trusts to
select from the documents included within this portion of the program.
10
TRUST TYPE SELECTION SCREEN
Upon choosing the Area of Law that interests you, the Trust Type Selection Screen will appear
allowing you to select from Single Trust, Joint Trust, or Joint Trust with Q-Tip.
NOTE: You can also select a different client by clicking – File, then Select New Client or
select a different Module by clicking – File, then Select New Module.
11
COMMON TRUST INFORMATION SCREEN
The Common Trust Information Screen will appear, allowing you to enter information for a
particular Trust, which will appear throughout. The Cursor should be located within the white box just
under the Name of the Trust question awaiting a response. To navigate between the various fields, simply
hit the Enter-Key or the Tab-Key on your Keyboard, or you can simply click the white box with your
Mouse to insert the cursor into an empty field.
NOTE: When you are satisfied with your responses, click on the Select Document Button located
at the bottom Right hand side of the Screen.
12
TRUST SELECTION SCREEN
The Trust Selection Screen will display a list of documents in alphabetical order. To begin to
complete a document, select the title of choice by clicking on the title of the document.
13
ENTER PROMPT ANSWERS SCREEN
Upon selecting a document, a series of questions will appear on-screen. These questions are specific to
the form you have selected, and the current question is highlighted in yellow. Toward the bottom of the
screen is where you actually type a response to the above listed question.
14
ENTER PROMPT ANSWERS SCREEN - CONTINUED
These fields are included for reference and are intended to help navigate within the given questions.
When you have answered a question to your satisfaction, hit the
-key on your keyboard to
move onto the next question. Notice the + symbol in the left-hand column, this indicates that you have
already typed a response for that particular question. To review a particular answer simply click on the
question and your response will appear at the bottom.
15
ENTER PROMPT ANSWERS SCREEN - CONTINUED
When responses for all questions are complete, preview the document by clicking – Preview
Document. Notice that response answers have been merged into the corresponding correct fields
within the document.
16
Section 3 – Working in the Editor
ABOUT THE EDITOR
L
awForms Estate Planning software includes a built in Word Processor (TX Text Control), which
has a look and feel that is similar to Microsoft Word. It is from within this interface that you will
make additional edits on-screen. Several features are included which will allow you to modify the
look and feel of your documents.
COMMON WORD PROCESSING FEATURES
Character and Paragraph Formatting
All character formats, including foreground and background colors are available and can be freely
combined. Flexible paragraph formatting such as indentation, four different types of tabs, variable line
and paragraph spacing, and paragraph frames offer a variety of possibilities for arranging paragraphs.
Bullets and Numbered Lists
TX Text Control provides comprehensive support for bullets and numbered lists.
incremented and numbered automatically.
Lists can be
Headers and Footers
Headers and footers are automatically loaded from and saved to Word and RTF files, can be edited by
double-clicking them, and can be modified. Numerous options are adjustable, like changing the frame
style, specifying a separate header for the first page, or automatically displaying page numbers.
Page and Document Settings
Page settings define the on-screen display of a document, which includes scrollbar settings and page
display. Document settings include page size, orientation, and margins, as well as the default printer for
which the document is formatted.
Search and Replace
Search and Replace functions are available both as built-in dialog boxes, and as functions that can be used
without user interaction.
17
COMMON WORD PROCESSING FEATURES - CONTINUED
Tables
Text Control enables you to include tables in your documents. Text in a table can contain virtually any
kind of formatting that normal text can: multiple paragraphs with different fonts, indents, and line
spacing.
Undo
Undo and Redo functions are available to assist you when you accidentally delete or format some text in
an unexpected way.
NAVIGATING WITHIN THE WORD PROCESSOR
This is what the main Editor Screen looks like:
18
NAVIGATING WITHIN THE WORD PROCESSOR - CONTINUED
Let’s take a closer look: The Title-Bar (should be white text on blue bar) gives you information about the
current opened document, specifically several document properties:
The name of the document in parenthesis. In this case (Single Grantor Wills – ABC
Consulting Services, Inc.) SW.rtf,
Next you will see the document number. In this case SW.rtf.
Last, you will see the path of where the document has been saved. In this case the document has
not yet been saved; this is indicated by the word [Untitled] at the end.
There are many functions you can access from the Icons located at the top of the screen, including: Create
New Document, Open Existing Document, Save, Print, Print Preview, Etc.
19
NAVIGATING WITHIN THE WORD PROCESSOR - CONTINUED
NOTE: As you move your mouse over an object, a pop-up window will describe the action that
will take place if you click on the Icon.
You can also access many text formatting options as well, the example below explains the more common
text formatting tools.
SAVING DOCUMENTS
After you have made your formatting changes and the document looks its best, its time to save your work.
A document can be saved to a file for future reference, to be reprinted, or to make further edits and/or
modifications.
ACTION: To save the file you are currently working in, click the File Menu, then select Save
As… (left-click to select). You can change the Save-in Directory, File name and Save-as
type when saving. After making the proper adjustments, click on Save.
20
SAVING DOCUMENTS - CONTINUED
The Save As Screen - Overview
The Save As Screen acts as a file manager which will help you organize where you save your
documents, so that they can easily be retrieved.
The Save As Screen – Save in:
LawForms Estate Planning software has been designed to make document saving easy and convenient.
Back in Section 2 – Add New Client Screen, we discussed that a database was being established
after entering a Client Name and Phone number. In essence you were creating a folder with the same
name on your hard drive, and the program is smart enough to remember each client, and in turn directs
you to that corresponding folder when you save a document. This is a very effective way to maintain your
saved documents and provides a logical means for you to retrieve documents easily. The directory
structure appears below (provided that you installed LawForms Estate Planning software to the default
directory on your computer during installation).
C:\Program Files\LawFormsTrust\ClientFiles\ClientFolder – where ClientFolder is the name
of the Client or Entity you added at the Add New Client Screen.
21
SAVING DOCUMENTS - CONTINUED
If you don’t want to utilize the default folder structure to save your documents, you are able to pick any
folder you want to save the document to, including network shares, simply choose the folder from the
dropdown-arrow, or create a new one.
NOTE: It is imperative that you backup this directory if you wish to save this information in the
event of a system failure, as this directory could be lost if your computer’s hard drive should fail.
The Save As Screen – File name:
LawForms Estate Planning software automatically provides a name for any given document that you are
working on, followed by the documents corresponding document identification number. If you want to
change this selection, please feel free to do so; simply highlight the existing text and type whatever you
want in its place.
22
SAVING DOCUMENTS - CONTINUED
NOTE: It is recommended that you do not rename the documents as they are saved in the event
that you require technical support. We’ve included the document identification number within
the saved filename for this reason; so that we can more easily help you if the need should ever
arise.
The Save As Screen – Save as type:
By default, LawForms Estate Planning software saves all files with a .rtf (Rich Text Format) file extension
allowing the document to be opened from another Word Processor, and should not be changed unless
you have a specific reason to do so. The other file extensions available should be self explanatory.
NOTE: Changing the Save as type to anything other than .rtf is not recommended, as you
will no longer be able to open the saved document from within LawForms Estate Planning
software.
23
PRINTING DOCUMENTS
LawForms Estate Planning software utilizes Windows printer drivers and therefore will function in much
the same way other applications do. To print from within LawForms Estate Planning simply complete
the following action.
ACTION: To print a document that currently appears on-screen, click the File Menu, then select
Print… (left-click to select). You can change the Save-in Directory, File name and Saveas type when saving. After making the proper adjustments, click on Save.
The Print Screen is where you manage the printers that are currently installed on your computer, choose
the printer that you want to print to and click – Print.
24
Section 4 – Working with Saved
Documents
OVERVIEW
T
he most difficult task for people to grasp when working with documents is how to retrieve a
previously saved document. This section will shed some light on how easy it really is to
accomplish this task, the process from within LawForms Estate Planning software is very similar
to the way you would open a previously saved document from within any other Word Processing
Program. Later in this section we will also open a document from within Microsoft Word (2002),
instructions may need to be modified slightly if using Word Perfect, or another Word Processor not
mentioned here.
OPENING A PREVIOUSLY SAVED DOCUMENT (LAWFORMS
ESTATE PLANNING PROGRAM)
To open a previously saved document from within LawForms Estate Planning software, open the
program and then perform the following action from the Client Information Screen:
ACTION: Open a previously saved document by clicking the File Menu, then select Open
Editor (left-click to select).
25
OPENING A PREVIOUSLY SAVED DOCUMENT (LAWFORMS
ESTATE PLANNING PROGRAM) – CONTINUED
By default you will be taken to the Open File Screen, where you can select from an existing list of
Clients. If you recall, LawForms Estate Planning software creates a separate folder for each Client that
you have added from the Add New Client Screen (covered in Section – 2), and stores them within the
ClientFiles subfolder on your hard drive, the exact path is specified below:
C:\Program Files\LawFormsTrust\ClientFiles\ClientFolder – where ClientFolder is the name
of the Client or Entity.
For purposes of this exercise we’ll open the document we saved earlier called (Single Grantor Will – ABC
Consulting Services, Inc.) SW.rtf, located within the Client folder called ABCConsultingServices,Inc. To
display the actual document, double-click on the folder ABC ConsultingServices,Inc.
To select the document previously created click on it once and then click Open. The document should
open within the editor window and you can continue to make modifications, print the document, etc.
26
OPENING A PREVIOUSLY SAVED DOCUMENT (MICROSOFT
WORD)
To open a previously saved document from within Microsoft Word, open the program and then perform
the following action:
ACTION: Open a previously saved document by clicking the File Menu, then select Open
Editor (left-click to select).
By default you will be taken to a directory specified within the Options section of Microsoft Word, usually
the My Documents Directory. At the Open Screen, you will need to choose the
dropdown-arrow
and browse to the directory listed below:
C:\Program Files\LawFormsTrust\ClientFiles\ClientFolder – where ClientFolder is the name
of the Client or Entity.
27
OPENING A PREVIOUSLY SAVED DOCUMENT (MICROSOFT
WORD) - CONTINUED
For purposes of this exercise we’ll open the document we saved earlier called (Single Grantor Wills –
ABC Consulting Services, Inc.) SW.rtf, located within the Client folder called ABCConsultingServices,Inc.
To display the actual document, double-click on the folder ABC ConsultingServices,Inc.
To select the document previously created click on it once and then click Open. The document should
open within the editor window and you can continue to make modifications, print the document, etc.
28
Section 5 – Advanced Editing: Modify
Original Document Templates
OVERVIEW
O
ver the years many people have inquired about the procedures for making changes to the
original document template in order to tailor the language of the Estate documents to reflect
personal preference. Although this may appear to be a daunting task, it can be accomplished;
simply follow the steps listed in this section and you’ll be customizing documents in no time.
Each time a document is created from the Estate Planning, Trust & Wills software program the
answers to the prompt questions are merged with a template or file to create an entirely new
document. Essentially, we will be modifying the original template file in order create a customized,
professional looking document.
WARNING: Modifying the contents of the Estate Planning, Trust & Wills software program
can produce negative results and should only be attempted after reading this section in its
entirety! Always backup ALL files before attempting to modify originals and then back them
up again after making modifications. If you install an update to the program at anytime the
changes you have made will need to be restored from backup as LawForms is NOT
responsible for lost or overwritten files that can occur from such above stated action.
BASICS: UNDERSTANDING THE FILE STRUCTURE
Original document template files are located in a subdirectory where the program was originally
installed. Assuming that the Estate Planning, Trust & Wills software was installed to the default
directory C:\Program Files\LawFormsTrust\ – the original template files would be located in
the subfolder \states\forms\state name – where state name = the name of the state purchased.
Or C:\Program Files\LawFormsTrust\states\forms\state name (See example on next
page which shows the directory structure for estate documents in Arizona).
29
BASICS: UNDERSTANDING THE FILE STRUCTURE –
CONTINUED
NOTE: Notice the file folders above (law11, law13, law14, law15 & law16), these folders
contain all of the original template files for the Estate Planning, Trust & Wills software
program. Each folder represents a different area of law and can be modified accordingly
(please see the table below for a complete list of documents and their locations).
FILE LOCATIONS – HIPAA AMENDMENTS
Area of Law
Document Title
Folder
Form #
HIPAA Amendments
HIPAA Trust Amendment
law16
HI-01.RTF
HIPAA Amendments
Global Durable HIPAA Amendment
law16
HI-02.RTF
30
FILE LOCATIONS – SMALL ESTATE WILLS AND POA’S
Area of Law
Document Title
Folder
Form #
Small Estate Wills and
POA’s
Durable Power of Attorney for Health Care
law11
R-15.RTF
Small Estate Wills and
POA’s
Durable General Power of Attorney
law11
R-16.RTF
Small Estate Wills and
POA’s
Durable Special Power of Attorney
law11
R-17.RTF
Small Estate Wills and
POA’s
Consent of Parent or Guardian for Medical Treatment and
Temporary Custody of Minor Child
law11
W-64.RTF
Small Estate Wills and
POA’s
Living Will
law11
W-67.RTF
Small Estate Wills and
POA’s
Statement of Wishes as a Supplement to Wills and Trusts
law11
W-72.RTF
Small Estate Wills and
POA’s
Last Will and Testament
law11
W-73.RTF
31
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (SINGLE
TRUST)
Area of Law
Document Title
Folder
Form #
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Business Ownership
(Business Interest Transfer Sole Proprietorship)
law13
BUSSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Chattel Property
(Chattel Property Transfer)
law13
CHATTSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Financial Accounts
(Financial Account Transfer)
law13
FINSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Insurance Policy
(Beneficiary Letter of Transfer Assignment of Beneficiary)
law13
INSSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – IRA Accounts
(Contingent Beneficiary Letter of Transfer Assignment of
Contingent Beneficiary)
law13
IRASGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Non-Realty Contracts
(Assignment of Contract – Non-Realty)
law13
NREALSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Partnership Agreement
(Business Interest Transfer Partnership)
law13
PARTSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Quick Claim Deed
(Quick Claim Deed)
law13
QCDSGL.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Real Property Contract
(Assignment of Contract – Realty)
law13
REALSGL.RTF
Estate Planning and
Trusts (Single Trust)
Single Grantor – Abstract of Trust (Certificate of Trustee’s
Power and Authority and Abstract of Trust)
law13
SA.RTF
Estate Planning and
Trusts (Single Trust)
Schedule of Assets (Schedule A – Trust Assets)
law13
SCHED.RTF
Estate Planning and
Trusts (Single Trust)
Client Questions (Single Trust Questionnaire)
law13
SQUEST.RTF
Estate Planning and
Trusts (Single Trust)
Transfer Document Single Grantor – Stocks or Bonds
(Securities Transfer Stocks/Bonds/Other)
law13
STOCKSGL.RTF
Estate Planning and
Trusts (Single Trust)
Single Grantor Will (Pour Over Will)
law13
SW.RTF
Estate Planning and
Trusts (Single Trust)
Single Grantor Trust (Declaration of Trust)
law13
TR1.RTF
32
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (JOINT
TRUST)
Area of Law
Document Title
Folder
Form #
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Business Ownership
(Business Interest Transfer Sole Proprietorship)
law14
BUS.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Chattel Property
(Chattel Property Transfer)
law14
CHATT.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Financial Accounts
(Financial Account Transfer)
law14
FIN.RTF
Estate Planning and
Trusts (Joint Trust)
Husbands Wills (Pour Over Will)
law14
HW.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Insurance Policy
(Beneficiary Letter of Transfer Assignment of Beneficiary)
law14
INS.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – IRA Accounts
(Contingent Beneficiary Letter of Transfer Assignment of
Contingent Beneficiary)
law14
IRA.RTF
Estate Planning and
Trusts (Joint Trust)
Joint Grantor – Abstract of Trust (Certificate of Trustee’s
Power and Authority and Abstract of Trust)
law14
JA.RTF
Estate Planning and
Trusts (Joint Trust)
Client Questions (Joint Trust Questionnaire)
law14
JQUEST.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Non-Realty Contracts
(Assignment of Contract – Non-Realty)
law14
NREAL.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Partnership Agreement
(Business Interest Transfer Partnership)
law14
PART.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Single Grantor – Quick Claim Deed
(Quick Claim Deed)
law14
QCD.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Real Property Contract
(Assignment of Contract – Realty)
law14
REAL.RTF
Estate Planning and
Trusts (Joint Trust)
Schedule of Assets (Schedule A – Trust Assets)
law14
SCHED.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Stocks or Bonds
(Securities Transfer Stocks/Bonds/Other)
law14
STOCK.RTF
Estate Planning and
Trusts (Joint Trust)
Joint Grantor Trust (Declaration of Trust)
law14
TR2.RTF
Estate Planning and
Trusts (Joint Trust)
Wife’s Wills (Pour Over Will)
law14
WW.RTF
33
FILE LOCATIONS – ESTATE PLANNING AND TRUSTS (JOINT
TRUST WITH Q-TIP)
Area of Law
Document Title
Folder
Form #
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Business Ownership
(Business Interest Transfer Sole Proprietorship)
law15
BUS.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Chattel Property
(Chattel Property Transfer)
law15
CHATT.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Financial Accounts
(Financial Account Transfer)
law15
FIN.RTF
Estate Planning and
Trusts (Joint Trust)
Husbands Wills (Pour Over Will)
law15
HW.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Insurance Policy
(Beneficiary Letter of Transfer Assignment of Beneficiary)
law15
INS.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – IRA Accounts
(Contingent Beneficiary Letter of Transfer Assignment of
Contingent Beneficiary)
law15
IRA.RTF
Estate Planning and
Trusts (Joint Trust)
Joint Grantor – Abstract of Trust (Certificate of Trustee’s
Power and Authority and Abstract of Trust)
law15
JA.RTF
Estate Planning and
Trusts (Joint Trust)
Client Questions (Joint Trust Questionnaire)
law15
JQUEST.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Non-Realty Contracts
(Assignment of Contract – Non-Realty)
law15
NREAL.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Partnership Agreement
(Business Interest Transfer Partnership)
law15
PART.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Single Grantor – Quick Claim Deed
(Quick Claim Deed)
law15
QCD.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Real Property Contract
(Assignment of Contract – Realty)
law15
REAL.RTF
Estate Planning and
Trusts (Joint Trust)
Schedule of Assets (Schedule A – Trust Assets)
law15
SCHED.RTF
Estate Planning and
Trusts (Joint Trust)
Transfer Document Joint Grantor – Stocks or Bonds
(Securities Transfer Stocks/Bonds/Other)
law15
STOCK.RTF
Estate Planning and
Trusts (Joint Trust)
Joint Grantor Trust – With Q-Tip Provisions (Declaration of
Trust)
law15
TR3.RTF
Estate Planning and
Trusts (Joint Trust)
Wife’s Wills (Pour Over Will)
law15
WW.RTF
34
MAKING MODIFICATIONS TO TEMPLATE FILES
The actual procedure for modifying the template file is as simple as 1-2-3. Follow the simple steps listed
below.
Step One – Locate the Document Template to which You Wish to Edit:
Using the table above locate the document file on the hard drive to be altered.
Step Two – Open the Document Template for Editing:
To open a document template file, simply double-click on the filename. Windows will open the currently
defined default Word Processing program automatically (usually Microsoft Word, or Corel WordPerfect).
Once the document appears onscreen the end user is free to make all kinds of modifications or changes
and the best part is there is no learning curve, changes are made in an environment you are already
comfortable with. Changes can be made to a number of page elements including, but not limited to; page
margins, fonts, page numbering, text editing, etc.
NOTE: There is only one major caveat to this rule.
Document prompt placeholders cannot
be modified, deleted or replaced. What is a document placeholder? Simply put, document
placeholders are numbered elements that appear throughout a document and are enclosed by
<brackets> (for example <1>). When you respond to a question asked on the Prompt
Answers Screen, the typed text response is transferred to the placeholders and therefore can
not be changed. WARNING: the program will NOT function and will generate a runtime
error message if prompt placeholders are modified, deleted or replaced.
Step Three – Save the Document Template:
To save the document template file, simply save the file to the same directory, with the same filename and
same file extension. This is easily accomplished by clicking the floppy disk icon
on the toolbar from
within the word processing program. This action should overwrite the original file (while keeping the file
properties intact) – i.e. file name and file extension which needs to be (.rtf).
That’s it, you’re done! Next, open the Estate Planning, Trust & Wills program and launch the document
which was just modified. The changes made to the template should become apparent when the preview
document button has been selected.
35
Section 6 – Product Updates
INTERNET PRODUCT UPDATES
S
Software products purchased from LawForms include a year of FREE updates from the date
of purchase, which may be downloaded from our Internet Web site free of charge.
NOTE: Product updates and upgrades can be purchased from National LawForms, Inc. by
calling Customer Service Toll-Free: 877-543-6767.
To access recent product updates for software purchased from LawForms, complete the following:
1. Log onto the Internet and access the LawForms Internet Web site:
www.nationallawforms.com.
2. Click the Support Button or Link.
36
PRODUCT UPDATES & UPGRADES – CONTINUED
3. Next, click the “Software Updates” Button or Link.
4. Then, click the “Download” Button, a dialog box will appear asking you to imput a User name
& Password..
5. The User name & Password information is located on the inside front cover of the DVD Case
containing the installation CD-Rom. If you have lost or misplaced the DVD Case contact a
LawForms Customer Service Representative for a new User name & Password.
6. Click the Link for the “Estate Planning, Trust & Wills Software” (a dialog box like
the one below should appear).
37
PRODUCT UPDATES & UPGRADES – CONTINUED
7. Click ”Open,” after a few moments to several minutes (depending upon the speed of your
internet connection) the Setup Wizard should open.
8. Simply follow the steps on-screen and the LawForms Setup wizard will guide you through the
installation process.
38
Section 7 – Troubleshooting
INTERNET RESOURCES - KNOWLEDGEBASE
I
n order to provide current, accurate solutions to technical issues with products purchased
from National LawForms, this section on troubleshooting has been removed from this user
guide and is now located on the LawForms Internet Web site. Our support knowledgebase is
available to answer frequently asked questions, and help troubleshoot common mistakes and errors.
To access the LawForms knowledgebase, complete the following:
1. Log onto the Internet and access the LawForms Internet Web site:
www.nationallawforms.com.
2. Click the Support Button or Link.
39
INTERNET RESOURCES - KNOWLEDGEBASE – CONTINUED
3. Click the Knowlegebase Button or Link.
4. To navigate simply click on an article of interest or search our database.
NOTE: If you are not able to find an answer to the question you have, you can submit a
question directly from the knowledgebase or continue on to Section 7 – Service & Support to
find other ways of contacting a technical support specialist.
40
Section 8 – Service & Support
SERVICE & SUPPORT SOLUTIONS
L
awForms is committed to excellence, our goal is to provide you with courteous, prompt,
professional assistance. Customer Service and Technical Support is available M-F 8:45 am – 4:45
pm Arizona Time.
CUSTOMER SERVICE
Customer Service Representatives are available to assist with non-technical questions.
Order an upgrade, additional software licenses or related products and services.
Replace missing or defective media (CD’s, or Manuals).
Update product registration information (name, address, email or phone changes).
TECHNICAL SUPPORT
Standard Support
LawForms Standard Technical Support is designed for customers who need assistance getting their
new software up and running. This support option offers 90-days of telephone technical support
(from the date of purchase) and unlimited access to online services to keep you up to date on the latest
information regarding LawForms software. Standard support is provided at no charge to all registered
users of LawForms software and is available Monday through Friday, 8:45 a.m. to 4:45 p.m. Arizona
Time. See below for the support telephone number for the LawForms product purchased.
Online Support
Technical information is available through several online services 24 hours a day. All registered
LawForms customers have unlimited access to this information.
The LawForms World Wide Web site (www.nationallawforms.com) provides unlimited access to a
variety of company services and product information, including Technical Support. Click the Support
button to review frequently asked questions (FAQ’s), search for solutions to known problems
previously encountered or post a question to a support representative.
41
TECHNICAL SUPPORT – CONTINUED
Outdated Product Version Support
When a new version of this software is released, registered users who have purchased their product
within a year of release will have the ability to update to the latest version for free. Products purchased
longer than a year ago will have the option of upgrading their service contract to obtain product
updates. After the release of a new version, telephone support will be provided for the previous
version for 3 months. Technical information for older versions may still be available via the support
section of the LawForms Web site.
Discontinued Product Version Support
When LawForms announces that a product will no longer be marketed or sold, telephone support will
be discontinued 30 days later. Support will only be available for discontinued products via the support
section of the LawForms Web site.
RETURN POLICY
Software products ordered directly from National LawForms, Inc., may be returned within 30-days of
the date of purchase for a full refund, provided a Return Merchandise Authorization or (RMA)
number has been issued and the product has been returned in accordance with the requirements of
this policy.
NOTE: Any software products offered as a demo will be entitled to the full money back
guarantee until the product is registered. Once a registration code has been issued any 30-day
returns will be entitled to merchandise credit only.
To obtain an RMA number complete the Return Merchandise Authorization Form request
(located on the LawForms Website at: www.nationallawforms.com/rma-form.htm) and follow the
instructions for shipping back your product.
The RMA number must be enclosed within the packaging and clearly displayed on the outside of the
box before shipping any product. Any shipments received without an RMA number will be granted
store credit ONLY.
All products returned MUST include ALL original materials including all manuals, and other
accessories and documentation provided by National LawForms, Inc. All items must be returned in resellable condition, or will be subject to a 25 percent damage fee.
Once items are received by LawForms, a credit for the purchase price (excluding shipping and
handling charges, which are non-refundable) will be issued to the credit card used to purchase the
product. Returns can take 4 to 6 weeks to process, so please allow at least two credit card billing cycles
before contacting customer service if a credit on for a returned item does not appear.
42
RETURN POLICY – CONTINUED
Send the completed Return Merchandise Authorization Form and the product being returned to the
address provided on the RMA form. Sending packages via US Postal Mail is the preferred delivery
method as returned items are delivered to a P.O. Box and packages shipped C.O.D. or postage due
will not be accepted. If the value of the items returned exceeds $20.00 it is highly recommended that
the package be insured and/or delivery confirmation obtained to provide proof of delivery, as
LawForms is not responsible for lost or stolen items.
CONTACT US
Mailing Address:
Website:
Fax:
Customer Service:
Registration Information:
Technical Support:
National LawForms, Inc.
P.O. Box 93001
Phoenix, AZ 85070
www.nationallawforms.com
480-283-0856
[email protected]
877-543-6767
[email protected]
480-706-6474
[email protected]
480-460-1052
43