User Manual

Link to User Manual.

Tips for Getting Started: Scan the pages of this manual to get a sense of the scope and capabilities of the software. However, you don’t have to study every page of this manual to get started. Begin by creating a new family and then work through the input folders, entering your data as best you have it available. You may have to request a work history from the Social Security Administration in order to fill in the amounts you’ve paid into Social Security since the age of 16. (They mail this document to you each year so perhaps you have one from years past.) If you don’t have that document at your fingertips, you can still begin to learn to use the software and add that data later. Add your income and work through the other folders as best you can. As you have questions, return to this help manual for more information. You’ll think of details to add as you use the software and become more familiar with its features. This document should help to answer questions as you use the software, but it will also suggest ideas for you to try out; you should move back and forth from the software to the manual and back again.

ESPlanner is a complex calculator. Although you can plug in basic data rather quickly and begin to generate reports, most users add more complex data over time and explore the calculator’s input features such as contingencies and survival reports later.
on the web . . .

Link to User Manual.