Navigate and Enter Info

Getting around in My Estate Organizer is very easy. There are six main tabs each of which containing many sub tabs. Each sub tab contains many fields to enter your information.

Start by clicking a main tab, then a sub tab and then the field you want to fill. Type your information into as many fields as you see appropriate.

Helpful Tips for Entering Information

• You can enter any type of information into the fields. The kind of information is not restricted (such as the way you enter a date, phone number or address).
• Use the Notes field to enter any extra information that does not have its own field.
• To quickly go to the next field, hit the tab key on your keyboard.

Add and Delete Multiple Records

Many sub-tabs permit multiple records (such as Credit Cards - most people have more than one). My Estate Organizer allows you to enter as many as records as needed. Use the, and Navigation buttons to manage the multiple records of a sub-tab.