The following is a redacted sample of the Introductory material included in our Marital Will Packages. There will be some deviations in some states. Documents in the packages are in both Microsoft Word and Rich Text Format. Documents include an automated merge template system which permits you to insert your personal information and merge that information into your customized will document.
You can view other portions of the product by clicking on the following links: Format Will (both husband and wife included in package); Health Care Power of Attorney (both husband and wife included in package); General Durable Power of Attorney (both husband and wife included in package); Background/Introduction; Instructions
DOCUMENT BEGINNING
To fill out your central information sheet, follow the following steps:
1. Open your Microsoft Word word-processing program outside of your browser. The self generation process will not work properly in Internet Explorer by opening the document within Microsoft Explorer or other Web Browser. The automated process sh [Portion Redacted - Included In Fully Licensed Version] Netscape opens MicroSoft Word program outside of the Netscape Browser. In Netscape, you can simply click on the [Portion Redacted - Included In Fully Licensed Version] . If this does not open the [Portion Redacted - Included In Fully Licensed Version] the isntructions below for using Internet Explorer Browser.
2. Locate and open the file that has been automatically saved to your hard drive at the following path C:/Program Files/free2estateplan/ [Portion Redacted - Included In Fully Licensed Version] epending on the choices you made while extracting the E-Book, it may be located under the directories that you chose instead of the default directory.
3. You will then simply use the Mail Merge Function in Microsoft Word to create your central informat [Portion Redacted - Included In Fully Licensed Version] d items on your form estate planning documents and letters.
4. To use the Mail Merge Function, while the [Portion Redacted - Included In Fully Licensed Version] mat) document is on the wordprocessor screen, you can either 1) Click the Mail Merge Helper Button that will automatically pop up as a task bar when you open th [Portion Redacted - Included In Fully Licensed Version] r 2) select Tools, Mail Merge from the pull down menu bar on Microsoft Word.
5. Go immediately to Step 2 on the Helper, and select the EDIT DATA SOURCE function. The reformat [Portion Redacted - Included In Fully Licensed Version] rm will appear immediately below the area where you click on EDIT DATA SOURCE. Click on that file that automatically appears. Clicking on that file will bring up the Central Information Template that [Portion Redacted - Included In Fully Licensed Version] th the various information that you should have in front of you on the Central Information Worksheet that you previously filled out.
6. Complete the Central Information Template. Complete all required information on the merge template. Leave no blanks. Be certain that all information is input carefully and spelled properly. You do not need to use dollar signs or percent symbols where applicable.
7. Once you have carefully input all necessary information, PRESS OK. The pop up menu will disappear. Don't worry about that.
8. Now, with the same document opened (CaliforniaWill (rtf format), reopen the MAIL MERGE HELPER and go to STEP 3, start merge. A pop-up menu will appear. Select TO NEW DOCUMENT option, select "ALL" and select "Don't Print Blank Lines When Data Fields Are Empty.
9. Now hit the "MERGE" button. YOUR Estate Planning Documents will now be completely automatically filled in for you. In some programs you may be promted as each piece of information is filled into [Portion Redacted - Included In Fully Licensed Version] your document. If you get a blank promt window, click through each [Portion Redacted - Included In Fully Licensed Version] the information is filled into your document.
10. PRINT OFF THE newly created document after giving a glance to make certain that formatting is proper. YOU SHOULD ALSO SAVE THE NEWLY CREATED DOCUMENTS THAT CONTAIN [Portion Redacted - Included In Fully Licensed Version] F YOUR INFORMATION IN A SEPARATE DIRECTORY WHERE YOU KEEP ALL OF YOUR OTHER BUSINESS FILES.
11. Next, go back to the Origina [Portion Redacted - Included In Fully Licensed Version] rmat that will still be open and SAVE that document. A window will appear that will prompt you whether you wish [Portion Redacted - Included In Fully Licensed Version] ATA SOURCE that is attached to that document. SELECT YES. The Data Source will be saved .
12. Be sure to have your attorney review the docum [Portion Redacted - Included In Fully Licensed Version] r to signing.