Video Tutorials:
Estate Planning Templates

Use these video tutorials to quickly learn how to automate your estate planning practice.

The video tutorials are only accessible to licensed attorneys who have obtained a password.

Signing On to NobleForms for the First Time-Adding Attorney Information (08:00)

Tips For Navigating the HotDocs Interface (15.26)

The Estate Planning Process-An Overview (07:02)

Gathering Information Using the PDF Forms and Running the Client Info Template (09:47)

The Three-Ring Binder and the Tabs (03:11)

Explanatory Material for the Three-Ring Binder (12:18)

Client Types-Unmarried Individuals-Married-Unmarried Couples (02:29)

Children and Other Important Persons (04:53)

Trust Template-An Overview (11:08)

Will Template-An Overview (05:09)

Distribution to Spouses and Partners-Estate Tax Planning- Different Treatment in Joint Trust Plan and Two Trust Plan-Foreign Clients (28:24)

Final Distributions- Specific Gifts-Personal Property -Children and Young Adults- Incapacitated Persons- Disinherited Persons (20:03)

Certification of Trust (3:45)

Power of Attorney (05:20)

Advance Directive to Physicians and HIPAA Release (05:09)

Asset Spreadsheet (18:15)

Funding Documents-An Overview-All Asset Types Reviewed (22:26)

Scanning the Three-Ring Binder using Adobe Acrobat Professional and Providing a Link to the Client using LogMeIn (05:36)