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Frequently Asked Questions

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  • How can I update the wording of the documents?
  • How do I delete someone from the People Library?
  • Why does the program say that I chose the trust type?
  • How do I close the chat box?
  • How do I update my email address?
  • Is the Financial Agent the same as Financial Power of Attorney?
  • What is Self-Directed Retirement?
  • What does embalming mean?
  • Can I add more than one child to the Ultimate Protection Pack?
  • Why don’t I see a Save or Continue button?
  • How do I purchase the Must Have Documents?
  • Where do I find the $10 Ultimate Retirement Guide offer?
  • How do I name a Step Child(ren) in my Trust?
  • Where can I find forms for deeds?
  • How to locate a notary in your area?
  • Do I still have access to the documents I already created?
  • What security is used to protect my information?
  • Why does this program require a Trust and Will?
  • How to find a financial advisor you can trust?