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Thank You for Taking the Very Important First Step to Create Your Financial Power of Attorney

Below is an overview of the steps to create your Financial Power of Attorney. You may click on the the Step 1 box to get started or you can click the “Get Started” button after the steps.

Step 1

Click Get Started Button

When you click on the Get Started button, you will be taken to the New Client Registration page.

Step 1

Step 2

Complete New Client Registration

  1. Enter “Your Information”;
  2. Select “Client Status”;
  3. Under “Document Set”, select “General Power of Attorney”; and
  4. Click “Register Your Account”.

You will then be taken to the Registration Complete page.

Step 2

Step 3

Registration Complete

Read the What’s Next? and then click the Login to my Account button. You will then be taken to a secure login page.

Step 3

Step 4

Secure Login

Enter your Email and Password and then click Secure Login button. You will then be taken to your Dashboard.

Step 4

Step 5

Dashboard

Read the five steps listed and then click on the Accept Agreement button. You will then be taken to the Estate Planning Agreement.

Step 5

Step 6

Estate Planning Agreement

Read the “Legal Stuff” and click the Accept button. You will then be taken back to your Dashboard.

Step 6

Step 7

Dashboard

Click on Start Interview. You will then be taken to the Estate Planning Interview.

Step 7

Step 8

Estate Planning Interview

Read the “housekeeping” items and then click on the Next button to start the Interview.

It is important that you frequently save your answers.

If you have any questions, we are here to help.

Step 8
GET STARTED

If you have any questions about how this works, or you just want to make sure that I am a real person, you can schedule a call with me at no cost, or ask me a question through the Contact Us form or through Chat.

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