Help & Learning

When you are logged in, under this menu you will find the following menu items:

  • FAQ, answers to frequently asked questions
  • Glossary, list of descriptions of subjects that are used in estate planning, death & dying
  • Resources, list of useful resources for estate planning, death & dying
  • Info Docs Links, list of informational documents about the app and subjects about estate planning, death & dying
  • App Videos, short videos showing how to use the app
  • App Flow Diagrams, diagrams of how the main parts of the app work together
  • Help, help with using the app
  • Contact Support, send a question or problem report to support