Uploaded videos
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Uploading Documents with Estate++
JB2008NC
13 views
In case of an emergency you may need to retrieve important documents. Estate++ is a safe, accessible place to store your documents.
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Sharing Documents with Estate++
JB2008NC
12 views
In order to make sure that your final wishes will be carried out as planned, you need to make your estate documents available to the appropriate persons and institutions. E...
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Introduction to Estate++
JB2008NC
52 views
Estate++ is a new Internet-based system available to individuals who realize the importance of planning for the next generation and securing their family's future. Estate++...
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Estate++ Estate Inventory Basics
JB2008NC
110 views
Each household has different needs and the way you use Estate++ will vary with your personal situation.
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Estate++ Marketing for Estate Planners
JB2008NC
36 views
Estate++ will complement your existing products and services as well as set you apart from the competition. Our Partnership Program will provide your clients with state-of-...
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Estate++ Marketing for Financial Planners
JB2008NC
55 views
As your older clients age and pass away it is possible that you could stand to lose the assets that you have worked so hard to protect and grow over the years.
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Estate++ Adding a Family Member
JB2008NC
15 views
Documenting information about your family is an important part of your estate inventory.
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Estate++ Special Needs Children
JB2008NC
58 views
Parents of children with special needs should consult with an attorney exprienced in special needs trusts. Once the proper documents are created, they should be uploaded an...
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Estate++ Whom To Contact In Case of an Emergency
JB2008NC
20 views
With Estate++ you can specify who needs to be contacted in case of death or incapacity.
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Estate++ What's Inside
JB2008NC
46 views
Estate++ contains a comprehensive set of data entry screens that record detailed information about your household possessions and estate inventory.
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