Instructions:  Download the hyper-linked and searchable pdf file by clicking on the colored dot at the lower right side of the page under the Operator’s Manual image that matches the colored dot at the upper right corner and on the spine of your physical black book.  Check the revision of your downloaded file periodically, to ensure you have the latest information.

The following topics are covered in the Operator’s Manual:

1. How We Work Together (on-line + Law Firm & Client Commitments)
2. Agreements (your physical documents)
3. Changing Your Plan (on-line)
4. Owning Your Property (on-line + your physical asset reports)
5. Empowered Legacy Program (on-line)
6. ProActive Elder Law (on-line)
7. Death Settlement (on-line)
8. Empowered Inheritance Program (on-line)
9. Family Legacy Planning Process (on-line)
10. Counselling Tools (on-line)
11. Estate Planning Review Worksheets (your physical documents)
12. Memoranda of Intent (your physical documents)
13. Life Update List (your physical documents)
14. Purposeful Legacy (on-line)
15. Miscellaneous (any other physical documents you wish to save)

Current version:  2024a