What is a tutorial?
A tutorial is a one-on-one meeting with a member of the e-State Planner team designed to introduce you to the fundamentals of the software. You can use a current client file you have on hand or make up the data throughout. A tutorial is the best way to learn the software quickly.
How do I book a tutorial?
You can book a tutorial by using this link here (https://calendly.com/e-stateplanner/e-state-tutorial). Alternatively, you can email firstname.lastname@example.org with your availability.
What is covered in a tutorial?
Tutorials are like demos, but instead of watching someone else go through the program, you are in charge of the clicking.
Once in the Zoom meeting, you will be asked to share your screen, and an e-State Planner team member will guide you through the planning process.
You can use one of your old client files, one of your current files, or even do a will for yourself - whatever you feel most comfortable with. The team member will guide you through the process from start to finish, highlighting features and answering your questions throughout.
Is there a limit to how many tutorials I can request?
Nope! You can request as many tutorials as you would like. We’re here to help, and encourage you to book tutorials until you feel comfortable using the program on your own.