BC Estate Planning FAQS

BC Estate Planning

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FAQs

1. What operating systems are compatible with your software?

We will provide support for all Do Process applications running on Microsoft Windows® 7, 8 and 10.

Please note that our support depends on the support provided by Microsoft, as described in their January 15, 2016 communication.  For example:

* Microsoft will now stop support for installations of Windows 7 or Windows 8 if they are on new or upgraded computers running the latest chips from Intel, AMD or Qualcomm.

* Microsoft will stop supporting Windows 7 and Windows 8 on Intel's current generation "Skylake" processors, with some exceptions (refer to the communication)

    2. What word processing software can I use?

    We will provide support for Microsoft® Word 2007, 2010, 2013 and 2016. 

      3. How do I install the software?

      Once your online order has been processed, you will be sent an initial email detailing how to download and install the server portion of BC Estate Planning. All instructions for installing and creating users are included in this email. Once the server portion is complete, a second email will be sent automatically to all users detailing how to install the workstation portion of the application.

      4. Do I need my own technician to install the software?

      Only if you do not have administrative rights to your server and/or workstations. If you have any questions/issues with any step in the installation process, Customer Support Agents are available to assist you.

      5. What are your system requirements?

      Along with the operating and word processing systems mentioned in questions 1 and 2, the following is recommended: 

      Desktop/Server Process

      PDF

      • Adobe PDF Viewer Version 10+

      Graphic Card & Monitor 

      • A minimum screen resolution of 1024 x 768 is required

      Memory and Hard Drive Space

      • Workstation Installation
        • 200 MB hard disk space
        • 4GB+ RAM
      • Server Requirements for Network Installation:
        • Microsoft Server Operating System 2008R2 or 2012
        • 4GB+ RAM
        • 4 GB hard disk space

      Internet Connection Speed 

      • DSL, ADSL, Cable, Satellite or Wireless Broadband with minimum Downstream speed of 2.0 Mbit/s (256 KB/s) and minimum Upstream speed: 0.5 Mbit/s (64 KB/s)
      6. What is your fax number?

      Our fax number is 1-866-881-4268 or 416-322-6106

      7. What is your mailing address for cheques?

      Cheques should be mailed to:

      Do Process Software
      c/o T01952C
      P.O. Box 1952, Station A
      Toronto, Ontario
      M5W 1W9

      8. What methods of payment do you accept?

      Firms working with Do Process Software products can pay by cheque to cover all charges for
      BC Estate Planning.

      About the Cheque Payment Method 

      • At the beginning of each month, your firm’s billing contact will receive an emailed statement and invoice with all your firm’s charges, payments and adjustments.

      9. How do I pay for a record?

      A record is charged when it is first created. Any changes to the record after creation are not charged

      Charges for each record will appear as a cumulative total on your monthly invoice, together with charges from other Do Process applications. An application called the “Invoice Reader” is located under the Help>Licensing menu. After receiving your monthly invoice and sending one cheque to Do Process to cover all account activity, you can open the Invoice Reader program, select the invoice number, and see all the records to which the invoice applies.

      Contact Us

      Support & Sales:
      1.866.367.7648

      Find an Office
      Billing Address

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