My Own Estate Support Information - Updated for 2024
Windows users:
At a minimum, you must be running Windows® XP or Higher
and have a copy
of the free Adobe Acrobat Reader®
10.0 or Higher
installed.
MAC
users must have a copy of Adobe Reader 10.0 or higher
installed - Preview does not allow entered data to be
saved!
Windows versions of
Acrobat Reader may be downloaded
Here.
For Apple Mac,
Click Here Enter Mac in Operating
System, then your Version.
Tablet Users must have the appropriate app
designed to fill in and save PDF documents. Here
are the recommended apps:
IPad: PDF Expert or XODO [Free] - Available in the
iTunes store.
Android Tablets: EZ Reader Pro or
XODO - Available in Google Play store.
MS Surface Tablets: Adobe Touch
Reader or FoxIt - Available in Microsoft store.
» My Estate PDF Forms Installed To Location Of
Your Choice
My Own Estate PDF Electronic Data Files
can be downloaded to a location on your system of your
choosing - please remember this location.
Data Files requiring sensitive information to be
entered, are password protected for security.
See the
Help_E.PDF for entering the required passwords.
» Adobe Acrobat Reader 10.0 or Higher: Windows XP
or Higher
To launch My Own Estate - double click the
MOE_Tablet PDF Icon from your saved
location. Fill in the
form data fields, then click Save or click the
Floppy Disk icon in the toolbar. You may also
click open the Reader Icon, then, then
go to the saved location to access the
files.
» My Estate PDF Forms Installed On Tablet Systems
[IPad-Android-Surface]
Once you have downloaded your MyOwnEstate for Tablets,
click on the download and you will be prompted
for the app to open this file. Depending upon the
Tablet you have, choose the proper app [listed above] -
this will open the PDF file and you will enter the
required password. [Password is listed in help
file on download page]. Once open, fill in your
information and then save the file.
» Entering Your Information: Adobe Reader 10.0 or
Higher
Information may be typed directly into these
pre-formatted information data fields. We suggest using
the Tab Key to access and move between these fields.
Once you have finished, then save the file following
instructions below:
Acrobat Reader 10.0 or Higher: Click on
Save located in the upper left corner under
File or click the Floppy Disk Icon in upper toolbar.
Note: You may also use the Save As button to
overwrite the file or save it under a different name
that you have chosen.
Users may go back and change entries or update
information at later date with these programs, then save
their changes.
Note:
See the Acrobat
Reader Help file for additional information or problems
with that software.
» Accessing Your Files - Acrobat Reader 10.0
or Higher
Just double click your MOE_Tablet PDF file
and this program will open and load your file.
If Reader 10.0 is already open, you may access
additional files by clicking on the Open Folder Icon.
The mouse hand cursor will be transformed into an
I in
the form fields - the blinking cursor will be in each
data entry field - ready for you to enter your
applicable information and save it to your system.
» Apple Mac - Full Acrobat or Adobe
Reader 10.0 or Higher Required
My Estate PDF files are located in this folder
on your system: MyEstate_E - there will be twelve
files located within this folder.
Simply double click the downloaded
MOE_Tablet PDF file -
enter password - now your file will launch, ready for
use. The mouse hand cursor will be transformed
into an
I in
the form fields - the blinking cursor will be in each
data entry field - ready for you to enter your
applicable information and save it to your system.
Note: The PDF reader, Preview, supplied
with MAC operating system does not allow entered data to
be saved to your system.
» Printing Data Files - All Versions
To Print your estate information entered - click on the
Pinter Icon in tool bar. A Print Options
window will launch - the default setting is print all. In the Print Range section, you
may choose to print all 70 pages or select the pages to
print [Pages 1-53 contain your data].
If your printer supports Duplex Printing
(Both Sides), we suggest using this feature to save
paper.
» Saving Your Estate Information
Once you have finished entering all your information, we
suggest that you copy your files to a CD
or Thumb Drive and store
in safe location for future reference - preferably
offsite. Please let your loved ones know where
to find your valuable
information
and the
passwords required.
Please make sure your files are secure. If
you prefer, once your files have been copied and
verified onto a CD or Thumb Drive, you can run the uninstall program
and remove copies from your hard drive. To update
information, copy file back onto your system, update it,
then burn back on your CD or Thumb Drive [Note:
Windows will overwrite the old file and burn new file -
you do not need the re-writable CD]
Should
you have any problems, please contact us using the
Support E-Mail
link on the left - an answer will be sent within 24
hours.
» Printing Adobe Sticky Notes - Acrobat Reader
10.0 or Higher
Adobe Reader allows you to add
Sticky Notes to your documents containing additional
information.
To make sure the information
contained within these notes get printed, please do the
following. 1. Minimize all your notes
2. Position notes so they are not covering any
text. 3. Instructions on setting up your document
to print these notes is located
here
4. To Print your finished estate information - click on the
Pinter Icon in tool bar. In the window
under the Properties Button, click the arrow and
highlight Documents and Markup - it
should be in the window. 5. Now, at the
bottom of your Print Window, click the Summarize
Comments - you will be prompted with a pop up
asking do you want text of summarized comments to be
included in printed document - Click Yes.
Once this has been done, print your
document and each Sticky Note will be assigned a number
- an additional sheet will be printed with the text of
each note next to its assigned number.
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