Emergent User Training
Below is a listing of free online, interactive training sessions offered by Emergent for current clients only. Simply click on the "Register Now" link and fill out your information to register. You will need an internet connection and phone near you to watch/hear the trainer.
Corporate Manager ET
Product Training:
We will walk you through how the system works & general navigation; everything you need to know to get started adding your existing companies, forming new ones, and how to generate documents, government forms, share certificates, ledgers, registers and corporate information sheets. Sessions are as follows:
December 5, 2011 - 11am EST - Register Now
Corporate Manager ET Template (aka "precedent") Coding Training:
Level 1
None currently scheduled. Please check back later.
Level 2
None currently scheduled. Please check back later.
Level 3
None currently scheduled. Please check back later.
Estate Planning & Vault Manager
Product Training:
We will walk you through how the system works & general navigation; everything you need to know to get started creating Wills, Powers of Attorney, managing your firms vault and sending out reminder letters. Sessions are as follows:
December 12, 2011 - 11am EST - Register Now
Estate Planning & Vault Manager Template (aka "precedent") Coding Training:
Level 1
None currently scheduled. Please check back later.
Level 2
September 9, 2011 - 11am EST - Register Now
December 2, 2011 - 11am EST - Register Now
Level 3
None currently scheduled. Please check back later.
WindUp Estate Administration
We will walk you through how the system works & general navigation; everything you need to know to get started entering the inventory of an estate, entering beneficiaries and other contacts, and generating probate forms and general correspondence for contested and un-contested estates. Sessions are as follows:
December 19, 2011 - 11am EST - Register Now
WindUp Estate Accounting & Tax
We will walk you through how the system works & general navigation; everything you need to know to get started entering the inventory of an estate, posting transactions, posting disbributions to Beneficiaries, balancing your accounts, and printing Executor's Compensation, Statement of Accounts and a long list of other documentation required when "winding up" an Estate. Sessions are as follows:
None currently scheduled. Please check back later.
If you are having any difficulties finding the user training session you are looking for, please complete the information below. Please make sure you include in your comment that you are looking for user training, and for which product, so we can have the right person get back to you.