1.  Pre-Consultation Form

2. Schedule Consultation Meeting

3. Attend Consultation Meeting (date .)

4. Confirm roles with Personal Representatives and any colleagues you will involve in your Professional Will

5. Post-consultation Form

6. Review, sign and download Professional Will

7. Send Professional Will to Personal Representatives and attorney (if you have one)

8. Set up RoboForm password manager

8. Ensure Personal Representatives have necessary access to account logins

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RoboForm Set-up Instructions

There are 4 steps to setting up and using RoboForm

Step 1: Installation

Follow instructions in the video below
1. Navigate to www.roboform.com/download
2. Install software on your computer
3. Enable extension in your browser
4. Sign up for a RoboForm account
Be sure to set a master password that you will never forget
  Consider installing the RoboForm app on your phone, allowing you to
    -access your practice websites from your phone
    -recover your master password

Step 2: License
Follow instructions in the video below
1) Navigate to https://www.roboform.com/key
2) Enter email and master password
3) Enter and submit your RoboForm license key: XXX-XXX-XXX-XXX

Step 3: Set Emergency Contact
Follow instructions in the video below
1. Click RoboForm extension button
2. Click Home icon to be taken to Start page
3. Click Emergency Access on lower left panel
4. Click + icon on bottom right
5. Enter emergency@theraclosure.com
6. Choose the emergency timeout period.
   We strongly recommend choosing "immediately" so that TheraClosure is able to immediately begin our emergency protocol which includes contacting clients/patients with upcoming appointments.

Step 4: Saving and Re-using Passwords
See video to
1. Save username and password on first use
2. Automatically retrieve username and password for every subsequent log in

Email
email@gmail.com
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Password
************
No Password
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Have questions? Contact us

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