Member tutorials are designed to give Members a guided tour though our service. These tutorials teach a new Member everything they need to know about the Connect2A service and how to get started in utilizing the service in your current practice. Sit back and let our online tutorials explain everything you need to know before utilizing the service.

• Getting Started Tutorials
• Trusts, Trustee's, and Beneficiary Designations
• Trust Funding Process
• Exporting Data to Popular Desktop Applications

New Member Documentation:

• Startup Documentation and Sample Client Letters

Client tutorials are designed to give the Client a guided tour though our service. These tutorials teach a new client everything they need to know about the Connect2A service and how to complete their Electronic Personal Information form. Sit back and let our online tutorials explain everything you need to know before going into the service.

• Completing the Personal Information Form
• Updating the Personal Information Form

Menu Overview - This tutorial will walk you through starting into the service as a Member. You will get a brief overview and description of each menu within the service.
Time: 5 min./30 sec.

Getting Started - This tutorial will walk the new member through the initial setup steps of the service. This will cover how to enter your Firms specific set of unique questions that you want your potential clients to complete within the Connect2A service.
Time: 5 min./58 sec.

Assigning Clients User ID's and Passwords - This tutorial will walk members through assigning unique ID's and Passwords for their Clients initial entry into the Connect2A service. This tutorial explains what the member needs to do the give their clients and potential clients access to the service.
Time: 2 min./02 sec.

Preparing for the Initial Meeting - This tutorial will walk the member through preparing for the initial meeting with a potential client that has completed the electronic personal information form. This tutorial covers how to view and modify a Client/Potential Clients record in the service, printing the detailed personal information form and printing the Client's Wealth Report out of the Connect2A Service. Everything needed to prepare the Advisor for the initial meeting.
Time: 3 min./35 sec.

Help Screens - This tutorial will walk the advisor and client through utilizing the help screens within the Connect2A Service.
Time: 1 min./17 sec.

This Group of Tutorials will walk the Advisor through how to set up Trusts with full Beneficiary and Trustee designations.

Setting up Trusts - This tutorial will walk the advisor through establishing trusts within the Connect2A Service.
Time: 3 min./54 sec.

Beneficiary Entry - This tutorial will walk the advisor through entering Beneficiary designations on trusts within the Connect2A Service.
Time: 3 min./54 sec.

Trustee Entry - This tutorial will walk the advisor through entering Trustee designations within the Connect2A Service.
Time: 3 min./02 sec.

This Group of Tutorials will walk the Advisor (usually the Attorney) through the full Trust Funding Process within the Connect2A Service.

Trust Funding Overview - This tutorial will give the advisor a brief Overview of the Trust Funding Process within the Connect2A Service.
Time: 5 min./14 sec.

Changing Current Ownership - This tutorial will walk the advisor through the steps necessary to use the Trust Funding Worksheet to track your clients Funding of their estate Plan using the Connect2A Service. This walks you through reviewing the Actual or Current Ownership on all assets and then learn how to change Ownership on those Assets within the Connect2A Service.
Time: 5 min./38 sec.

Creating Proposed Ownership Changes - This tutorial will walk the advisor through the steps necessary to use the Trust Funding Worksheet to re-allocate the clients assets to meet their proposed Estate Plan objectives within the Connect2A Service.
Time: 5 min./12 sec.

This Group of Tutorials will walk the Advisor through exporting collected data to different desktop applications.

Financial Profiles
Time: 1 min./58 sec.

Funding Pro
Time: 6 min./46 sec.

WealthCounsel Practice System
Time: 5 min./07 sec.

This Documentation Section will lead the New Connect2A Member through their initial entry into the service and give sample letters that will be useful in implementing the Connect2A Service in your practice.

Initial Startup Documentation - Please download this Initial Startup Documentation to help you learn how to get started in the Connect2A service. The documentation will walk you through your initial setup, adding a new client to the service, and viewing your clients data.

Sample Initial Meeting Letter - Please download this Sample Initial Meeting Letter to learn how to best introduce the Connect2A service to your new initial meeting appointments. This is the easiest and best way to introduce the service to each of your new appointments. The law firm of Eagle and Fein has been using this sample letter to give their new initial meeting clients the option to enter their personal and financial information within the service. Please take from this sample letter and create your own personalized version for your firm.

Sample Initial Meeting Permission Letter - Please download this Sample Initial Meeting Permission Letter to learn how to best receive the clients permission to use the Connect2A service for clients who did not complete the electronic personal information form within Connect2A. If your client chooses to complete a paper personal information form or verbally communicates their personal and financial information to you, this letter will serve as an excellent way to receive their permission to enter their information into the service. Please take from this sample letter and create your own personalized version for your firm.

Sample Annual Meeting Connect2A Introduction Letter - Please download this Sample Annual Meeting C2A Introduction Letter to learn how to best introduce the Connect2A service to your Annual Meeting Clients. The law firm of Eagle and Fein introduced the service to each of their Annual Meeting Clients during their annual meeting appointment. The firm felt that the best way for their staff to learn about the Connect2A service was to enter the current data that had been previously collected from each client into the Service. This entry served as great education for the staff and has make it easier for their clients to use and want to update the service. Both Connect2A and Eagle and Fein feel that it is important to receive the clients' permission before entering any data in the service, thus the signoff form. Please take from this sample letter and create your own personalized version for your firm.

Suggested Wording for Fee Agreement Letter -

"To more efficiently provide for you, we use an electronic data manager provided to us by our service provider Connect2A. The Connect2A service allows us to track and update your personal and financial information with greater ease and efficiency during the planning, lifetime maintenance, and after-death administration of your estate and financial plan. All information contained in the electronic database is kept under the highest level of confidentiality by both Connect2A and us. Your personal and financial data cannot be shared with anyone without your prior written or electronic consent.

Attached is a summary of the Connect2A privacy statement. By signing this letter, you hereby grant us authority to input your personal and financial information into the Connect2A electronic data manager [alternative: As part of our representation of you in this matter, this engagement letter provides you notice that we use Connect2A's electronic data manager to organize and track your personal and financial information. If you should elect for us not to use Connect2A to more efficiently provide for you, please notify us upon your receipt of this letter.]"

This Group of Tutorials will walk the Client through the process of completing their advisors Electronic Personal Information Form

New Client Login - This tutorial will walk you through a new client/potential client's first time entry into the Connect2A service. This will cover the initial login, changing the initial password, basic keystrokes to enter and edit the data that you have entered and a Brief Overview of all menu's within a clients view as they enter the Connect2A service for the first time.
Time: 7 min./31 sec.

Ownership Entry - This tutorial will discuss how to complete the ownership fields within the Connect2A service.
Time: 6 min./49 sec.

Help Screens - This tutorial will walk the advisor and client through utilizing the help screens within the Connect2A Service.
Time: 1 min./17 sec.

Personal Information Menu - This tutorial will walk you through entering the necessary information within the Personal Information Screen of the Connect2A service.
Time: 3 min./49 sec.

Relationships Menu - This tutorial will walk you through entering the necessary information within the Relationships Screen of the Connect2A service.
Time: 2 min./58 sec.

Advisors Menu - This tutorial will walk you through entering the necessary information within the Advisors Screen of the Connect2A service. This includes how to share your data with other advisors that you want to consult with.
Time: 2 min./50 sec.

Trusts Menu - This tutorial will walk you through entering the necessary information within the Trusts Screen of the Connect2A service.
Time: 4 min./15 sec.

Business Interests Menu - This tutorial will walk you through entering the Business Entities you own or are a part of. For example: Corporation, S-Corporation, Sole Proprietorship, Limited Liability Corporation (LLC), Limited Liability Partnership (LLP) etc...
Time: 3 min./38 sec.

Questions Menu - This tutorial will walk you through entering the necessary information within your advisors comprehensive questionnaire in the Connect2A service.
Time: 1 min./57 sec.

Financial Accounts Menu - This tutorial will walk you through entering the Financial Accounts that you own within the Connect2A service. This includes Brokerage accounts, Bank accounts (Savings and Checking), Money Markets, CD's, etc...
Time: 3 min./57 sec.

Real Estate Menu - This tutorial will walk you through entering the necessary information within the Real Estate Entry Screen within the Connect2A service.
Time: 3 min./32 sec.

Retirement Menu - This tutorial will walk you through entering the Retirement Accounts that you own within the Connect2A service. This includes company profit sharing/pension plans, 401K's, 403B's, IRA's, Roth IRA's etc...
Time: 5 min./12 sec.

Insurance Menu - This tutorial will walk you through entering the Insurance and Annuity Plans that you own within the Connect2A service.
Time: 6 min./04 sec.

Personal Assets Menu - This tutorial will walk you through entering the Personal Assets that you own within the Connect2A service.
Time: 3 min./40 sec.

Liabilities Menu - This tutorial will walk you through entering your Liabilities within the Connect2A service.
Time: 2 min./32 sec.

Notes Receivable Menu - This tutorial will walk you through entering Note Receivables or Loans that you have given out to be paid back to you within the Connect2A service.
Time: 1 min./50 sec.

Oil/Gas Leases Menu - This tutorial will walk you through entering Oil/Gas Leases within the Connect2A service.
Time: 2 min./15 sec.

Budgets Menu - This tutorial will walk you through entering your Budget within the Connect2A service.
Time: 2 min./05 sec.

Updating Your Data - This tutorial will walk you through learning how to update your data in the Connect2A Service for your Advisors.
Time: 5 min./31 sec.