My Profile

Record information about you, your family, and your business. This information will automatically be used to help you complete your documents in the Document Writer section. While in the My Profile interview, click Frequently Asked Questions on the right side of the screen for help completing the interview.

Document Writer

Choose and prepare the necessary legal documents. Documents are divided into two separate categories: Home and Business. Choose any document from the list and a brief description appears in the box to the right of the document list. Click Discussion for detailed information about the document and how to use it, then double-click on the document name to open it, or click Open.

Document Interviews

Once you've selected a document, simply answer the questions presented in the Document Interview. The program automatically customizes the document based on your responses.

Document Editor

Once you've answered all of the questions in the Document Interview, the program presents you with a completed document in the Document Editor. Similar to other common word processor programs, the Document Editor allows you to make additional custom changes to your document.

Easily edit your documents in the word processor application of your choice by exporting the document. The documents are exported in .RTF format which most word processors accommodate. To export your document, choose Export from the File menu in the Document Editor.

Finalizing Documents

Document Checklists are automatically printed with your document to help you finalize them. You can view and print the Document Checklist itself by choosing Document Checklist from the View menu in the Document Editor.

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