Creating Templates for Estate-Planning Products

Important!    We recommend you also review the Template Training videos at our web site at www.lawgic.com. Click the Support link and then the Training link.  They are also available on a CD by request.

Step 1: At the Select Title/File dialog box, select Files to select the answer file you want to use as the basis for your Template.  (Skip this step if that answer file is already open.)

Step 2: Select Save as Template on the File menu and name and save your new Template file.  

Step 3: Click Select Title/File on the File menu and click the Templates button. At the Open Template screen select the Template you just created and click OK to open the template. (Note: The template file name will not be displayed. Rather, it will say NEW FILE at the top left corner of your screen).

Step 4:(Optional):  The Template Assistant automatically clears only client-specific information.  If you also want to clear any non-client-specific answers from your Template file, follow Steps 4(a) -4(e) below.  Otherwise, skip Step 4 and go to Step 5.

a.  At Question 1 (Select an Activity), select Template Assistant and click Continue. You will be taken to the Template Assistant question. Then select Browse the Navigator. [This will suppress question suppression and make it easier to go to the questions you wish to modify using the Navigator.]

b.  Using the Navigator, click on the question(s) whose answer you want to clear.

c.   Click on the Flag icon in the lower left corner of the question window to flag the answer.

Repeat Steps 3b and 3c until you've selected all answers that you want to clear.

d.  Select Clear Multiple on the Answers menu, select Flagged Answers when asked which questions to clear, and click OK.

e. Optional: To clear all REPEAT members, do not use Steps 4b-4d.  Instead, go to the REPEAT Control question and select Clear All Answers.

Step 5: Select Template Assistant at Question 1 (Select an Activity).  You will be taken to the Template Assistant question.

Step 6: Select Clear client-specific answers and click Continue.  

Step 7: Select Save as Template from the File menu again and select the template from the list. Before saving you should enter a description in the Description box. (When subsequently selecting a template to open at the Select Title/File screen, click the Description button and you or your colleagues can read this description to determine whether this is the right template to open). Click Save. A file overwrite box will appear. Click OK.

Step 8 (optional): It is recommended that you mark your template ‘Read-only’ to avoid overwriting it in the future. To do this open Windows Explorer (or My Computer). Browse to the folder that corresponds to the title that you own. All title folders are located in the ‘Lawgic’ folder.  For instance, the Florida Wills & Trusts folder is “fl_wt” and is located in: C:\Program Files\Lawgic\fl_wt. All templates have a .xmp file extension. To mark a template Read-only, highlight the file, right-mouse click and select Properties. Click the Read-only box and click OK.

Step 1.  Start the program and open a new answer file by selecting New at the Select Title/File dialog box (or point to Select Title/File on the File menu from within the Lawgic program.)

Step 2.  Select Template Assistant at Question 1 (Select an Activity).  You will be taken to the template assistant question.

Step 3.  Select Create User Profile.  A follow-up question will allow you to specify whether you want to answer questions about attorney information, references, formatting and/or witnesses information.

Step 4.  Click Continue until you answer all questions presented.  A final question will ask whether you want to print your user profile or save it as a Template.  (Note: If you choose "Print user profile," you will be taken to the "All Questions Answered" dialog box from which you can send the user profile to your word processor.)  Select Save this file as a Template.  You will be returned to the Title Page.

Step 5: Select Save as Template from the File menu and name and save your Template. You might want to enter a description in the Description box. (When subsequently selecting a template to open at the Select Title/File screen, click the Description button and you or your colleagues can read this description to determine whether this is the right template to open.)

Step 6 (optional): It is recommended that you mark your template ‘Read-only’ to avoid overwriting it in the future. To do this open Windows Explorer (or My Computer). Browse to the folder that corresponds to the title that you own. All title folders are located in the ‘Lawgic’ folder.  For instance, the Florida Wills & Trusts folder is “fl_wt” and is located in: C:\Program Files\Lawgic\fl_wt. All templates have a .xmp file extension. To mark a template Read-only, highlight the file, right-mouse click and select Properties. Click the Read-only box and click OK.