The information you enter into the RestEasytm is organized into categories.
Each category has an editor designed for entering the specific information needed. The editors consist
of a table or form fields.
To add information
to a table simply click on an empty row and start filling out the fields. To modify
a row, double click the field you want to modify. It will become editable and allow
you to change the content. Some fields on a row may present an option list with
limited selections to choose from. When you are finish click the Save button
to save your changes. If you make a mistake editig a table, you can click the Reset
button to restore the table to the lasted saved state.
Information Managers contain a context bar above the table. You can use this
menu to filter the table data by sub-category.
Categories
Each category represents a
unique type of information that is useful in some way. Please explore each category
to see the type of information it will contain.
The Contact Manager is where you record the name, phone and address of important people or for
phsyical addresses such as the location of a property. Information
here should be relevant to someone managing your affairs if something were to happen
to you. This information should include relatives, family members, consultants and
organizations. The contacts you provide here can also be associated with other category
information such as accounts or properties.
This is where you organize information on bank accounts, credit cards, investment
accounts, memberships and other accounts you may have. Providing this information helps insure that your accounts are managed
properly. Without this information it may be months or longer before your family
can determine this information.
This category helps you record information like access to online accounts, security
access codes usernames, passwords and more. Instead of trying to maintain the same
username and password for numerous accounts, you can record the unique security
information here. No more forgetting your logon information.
The purpose of this category is to record those key items that only you may know.
Items like keys,
safes, valuables, etc. Use the location manager to help identify the location of
important papers like your will, insurance papers and more. Items recorded here
are those you are least likely to relay to others during a time of crisis, however,
this information may be the most crutial to your family if you are gone.
This category lets you record your assets so that your family
is aware of them and can protect them in your absence. Use this category to track
your valuables like physical property, intellectual property, antiques and income
from sources like social security and more.
Don�t let your investments end up in a garage sale being sold for a fraction of
their worth. Income in particular may be crutial to your family
in the short run.
Like assets its crutial to your family to understand your current debts or obligations
so that they can be handled properly and promptly. Without this information your
family could unnecessarily incure fees or expenses simply because they did not know.
Use this category to record debts such as mortgage, loans, credit cards, insurance
premiums and more.
The notes manager is a general category to place all those entries that don't
necessarily fit into one of the other categories. An example use of this category is to create
special notes or instructions for individual family members. The content is entirely up to you. The entries here will be included in your
letter along with everything else.
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Contacts Managers
