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The "Interview" is the actual question/answer part of the process; this is where you customize the Trust Package for your unique situation. You will have a series of windows which will have fields to enter information (such as your personal information) and/or to check option boxes to answer specific questions. The Interview is fully "context sensitive"; that is, you will only be asked questions which are relevant to your Trust Package based on your answers to prior questions. Each window and each question has detailed instructions in the "help" screen at the bottom of the Interview (you can "expand" or "shrink" this help screen by placing your mouse curser on the top line of the help screen and then "dragging the line up or down).

NOTE: Please turn off your "caps lock" prior to starting the interview; otherwise, the formatting will not be correct in the final documents.

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