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YourWebAdvisor Estate Planning System

YourWebAdvisor.com Estate Planning System.

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YourWebAdvisor Estate Planning System

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  1. YourWebAdvisor.com Estate Planning System The goal is simple:Streamline the process of converting a theoretical financial estate plan into a reality by conveniently providing your clients with quality documents in a timely manner for a reasonable cost. State-of-the-art technology helps you gather information and the law firm of Brown and Associates continues your services by creating documents which are delivered to you through a secure web delivery system. Only 3 steps are required: Step 2 Attorney Creates DocumentsUsing Information GatheredCall Client To Confirm Plan Send Documents To You Step 1 You Meet With ClientGather Information Using DPSCreate DiagramSend Information To Attorney Step 3 You Meet With ClientExplain Plan To ClientClient Signs Documents Free Demo Available at: www.yourwebadvisor.com/ep.php Technology allows complete data privacy while ensuring client follow-through and holding costs low. The following table shows the charges generated for various services and the party who will take financial responsibility for those costs: Costs And Benefits • Document • Will* • Spouse's Will * • Revocable Trust • Spouse's Revocable Trust • Irrevocable Trust • Powers Of Attorney * • Spouse's Powers Of Attorney * • Use of Estate Planning System • Use Of Estate Planning Client Book System • Sample Totals For Client • Optional Cost (If Client Phone Call >15 minutes) Cost $50 $50 $50 $50 $50 $10 $10 $50 $50 per month $120 $300/hour Value $500 $500 $500 $500 $500 $100 $100 $1200 Who Pays Client Client Client Client Client Client Client You You E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  2. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB Go to http://www.DPS8.com/ep-system.phpand click on Click here to Use Estate Planning System. On the screen below, login using your email address and a secure password. Check “Remember my login information” if desired . Click on “Continue”. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  3. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB On the screen below, click on “New” to create a new client or select the client to be modified and click on “Open”. For a new client, on the screen below, enter the client’s name and select the state of residence. Click on “Create’. When you return to the screen above, select the client name and click on “Open”. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  4. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB On the screen below, highlight “Diagrams For Client” and click on “Open”. On the screen below, highlight the guide that most closely reflects your client and click on “Open”. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  5. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB If you have prepared documents for the spouse, enter the file name for the spouse. If not, leave this screen blank. Click on “Next” when ready. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  6. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB On the screens which follow, enter the information requested. Note the red star on a line indicates that the information is required. Note that the icon to the right of a line allows you to lookup names and related information previously entered. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  7. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB If you will also prepare documents for the spouse, select Yes on this screen. When the diagram is produced a sheet which indicates the file name of this client will also be produced. If you enter that file name on the first screen for the spouse, common information will be inserted into the spouse’s file. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  8. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB After you leave the screen below the diagrams for the client will be created as shown below. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  9. YourWebAdvisor.com Estate Planning System • PROCEDURE FOR • ESTATE PLANNING SYSTEM ON WEB • If changes need to be made click on “Back to System” and make the necessary changes until the diagrams correctly reflect your plan. You may print the diagrams or save them on your computer. • To notify us that the diagrams are complete and to create cover sheets for the estate planning binder, the table of contents, the cover sheets for the wills and trusts and the instructions for execution click on “Open Document”, highlight “Client Communications” and click on “Open”. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  10. YourWebAdvisor.com Estate Planning System • PROCEDURE FOR • ESTATE PLANNING SYSTEM ON WEB • On the screen below, highlight “Cover Sheets - Table Of Contents - Instructions For Execution” and click on “Open”. • On the screens which follow, enter the information requested. Make sure “Send Email That Diagrams Are Completed” is checked on the screen below as this will send us an email so we can prepare the necessary estate planning documents. Print the Communication documents created for use in the estate planning binder and execution copies. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  11. YourWebAdvisor.com Estate Planning System PROCEDURE FOR ESTATE PLANNING SYSTEM ON WEB When you receive an email telling you that documents have been completed for specific client(s) (Client 1, Client 55, etc.) go to http://www.DPS8.com/ep_system.php and click on Click here to Use Estate Planning Client Book. Login using your email address and password. Click on “Continue”. On the screen below, select your company’s clients and click on “Next”. On the screen below, select “Documents Selected From Check Box List” and click on “Next”. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

  12. YourWebAdvisor.com Estate Planning System • PROCEDURE FOR • ESTATE PLANNING SYSTEM ON WEB • On the following screens check the documents you wish to receive and print. Print copies for binder and execution. The Instructions For Execution (requested in step 14 above) will specify the number of copies needed for execution. When you have selected all required documents you can click on “Last Page”. • Meet with client and execute documents following Instructions For Execution. E-mail: support@YourWebAdvisor.com558 28th Street, Des Moines, Iowa 50312 800-454-7703 515-282-7703 515-282-7706 (FAX)

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