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ElderDocx® Tutorials, Guides & Design Sheets

Design Sheets, User Guides, & Tutorials.

Many of these resources can also be found in
the Document Library & Video Library

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VAPT Overview

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RLT Overview

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MAPT Overview

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HIPAA Authorization

NOTE: The design sheets in Microsoft Word format can be printed and filled out by hand, or edited within Microsoft Word. For the PDF format design sheets, we purchased specific software to allow us to create a flowchart with text representing every option available in the interview. Therefore, the PDF format design sheets are not editable. They are meant to be printed, with the responsible attorney circling the appropriate answer and filling in blanks where appropriate. If a certain section is not applicable, simply cross out the section that will not be used. If you are in the habit of using scenarios, our Trust-Based Intake Sheet already in ElderDocx will be most useful to you. We hope you find the design sheets and Overview helpful and we welcome your feedback!

Introduction to TransferCalc
WMV | MP4 | MP3 Audio Only
A brief overview of TransferCalc and its features (6 min).

ElderDocx® Training Webinar for Note Calculator
WMV | MP4 | MP3 Audio Only
An in-depth look at the Promissory Note Calculator. Although this webinar features ElderDocx®, ElderCounsel’s member-only drafting system, the functionality is identical to TransferCalc Complete. (1 hr, 36 min)

ElderDocx® Tutorials, Guides & Design Sheets

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