Use Estates&TrustsSource fillable forms in MSWord®

You can fill out Estates&Trusts forms in MSWord®. The forms open in a protected format, but you can edit a form if you unprotect it.

Unprotect the document

Follow these steps to unprotect the document:
  1. Save the form in MSWord.
  2. Go to the
    Review
    or
    Developer
    tab, select
    Protect
    on the toolbar, and then select
    Restrict Editing
    .
  3. Select
    Stop Protection
    in the
    Your permissions
    panel.

Protect the document

After you've filled out the form, you can re-protect it:
  1. Go to the
    Review
    or
    Developer
    tab, select
    Protect
    on the toolbar, and then select
    Restrict Editing
    .
  2. Go to
    Editing restrictions
    , mark the checkbox for
    Allow only this type of editing in the document
    , and then select
    Filling in forms
    from the dropdown.
  3. Select
    Yes, Start Enforcing Protection
    .
  4. Select
    OK
    on the Start Enforcing Protection dialog box.

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