Preliminary Information Hidden
Who needs the estate plan / documents? "Individual " is for an estate plan or documents for an individual only regardless if the individual is married or unmarried (i.e., single, divorced, or widowed). If married, there will be options asked concerning your wishes for any distributions to your spouse.
"Married Couple
"Non-Married Couple
Do you want a Small Estate Plan or Individual Documents? Please tell us which documents you would like us to prepare You can select one or more options.
Your Information Legal Name
First
Middle
Last
Other names, prior names, nicknames, or aliases you have used at any time.
Separate each name by a comma if applicable
Phone Numbers
Mobile (required)
Home
Work
Alternate
Email
Primary
Alternate (optional)
Address
Date of Birth
Social Security Number
Marital Status* Please select... Married Single Divorced Separated Widowed
Are you a US Citizen Employer
Occupation
Spouse's Information Name
First
Middle
Last
Other names, prior names, nicknames, or aliases your spouse has used at any time.
Separate each name by a comma if applicable
Spouse's Phone
Mobile
Spouse's Date of Birth
Spouse's Email
Primary (optional)
Is your spouse's home address the same as yours? Spouse's Full Address
Street, City, State, and Zip
Spouse's Employer
Spouse's Occupation
Family Information Do you have children (biological or legally adopted)? *
Do you have children (biological or legally adopted)? Information about your children (both biological and adopted) Additional rows can be added by clicking the + sign.
Do you have grandchildren (biological or legally adopted)? *
Do you have grandchildren (biological or legally adopted)? Information about your grandchildren (both biological and adopted) Additional rows can be added by clicking the + sign.
Is there anything about your family, that was not asked, that you would like us to know?
Will Information A Last Will and Testament (also known as a Will) is a legal document that allows you to say exactly what you want to happen to your assets and minor children after death. It also allows you to nominate an executor, who will manage your estate, pay your debts, expenses, and taxes, and distribute your estate according to your wishes. This legal document allows you to make decisions on how your estate should be handled after your death; otherwise, the state will have to get involved and your wishes may not align with the decisions made by the state.
Distribution Information Do you have any specific bequests? *
Do you have any specific bequests?* Additional rows can be added by clicking the + sign.* Additional rows can be added by clicking the + sign.
How do you want the remainder of your estate to be divided? *
Remainder - Married* Please select... Everything to my spouse, then to my descendants (children and grandchildren) Everything to my spouse, then to my descendants (children and grandchildren), then to others Everything to my spouse, then to others Other (specify below)
If you choose option 1
If you choose option 2
If you choose option 3
If you choose option 4
Remainder - Single* Please select... Everything to my descendants (children and grandchildren) Everything to my descendants (children and grandchildren), then to others Everything to others
If you choose option 1
If you choose option 2
If you choose option 3
Describe how to distribute your estate to others if your spouse and no children or grandchildren survives you.*
Describe how to distribute your estate to others if your spouse does not survive you.*
Describe how to distribute your estate if no children or grandchildren survive you.*
Describe how you want to distribute your estate.*
Do you have a stepchild that you have not legally adopted that you want to treat as an adopted child in your Will? *
Do you have a stepchild (not legally adopted) that you want to treat as an adopted child in your Will?* Information about your stepchild / stepchildren* Additional rows can be added by clicking the + sign.
Do you think any of your beneficiaries have special problems with spouses, drugs, alcohol or handling money? List
Do any of your beneficiaries have a learning disability, or special educational, medical or physical needs?
Learning Disability? yes/no List
Is there anyone you want to disinherit? *
Is there anyone you want to disinherit?* List person(s) to disinherit Additional names can be added by clicking the + sign.
Executor Information Executor Information .*
The executor/executrix can be almost anyone but is usually a lawyer, accountant, or family member, with the only restriction being that he or she must be over the age of 18 and have no prior felony convictions. Your spouse can act as your executor. The executor can also be a corporation (corporations will normally charge fees). It is generally best to pick an executor that is local.
You can name more than one executor/executrix. If more than one person is listed, each will act as a co-executor. If you want to have co-executors, make sure the co-executors can work together. A successor executor or executors can be listed in the next section.
To complete, list the executor/executrix's name, gender, address, and relation to you (ex. spouse, brother).
Executor Information .*
The executor can be almost anyone but is usually a lawyer, accountant, or family member, with the only restriction being that he or she must be over the age of 18 and have no prior felony convictions. The executor can be a corporation (corporations will normally charge fees). It is generally best to pick an executor that is local.
You can name more than one executor/executrix. If more than one person is listed, each will act as a co-executor. If you want to have co-executors, make sure the co-executors can work together. A successor executor or executors can be listed in the next section.
To complete, list the executor/executrix's name, gender, address, and relation to you (e.x. brother, friend).
Executor Info* Additional rows can be added by clicking the + sign
Do you want to name a successor executor? *
If you want to name a successor executor/executrix, answer "yes" and list the successor executor's full name, gender, address, and relation to you (e.x. niece, brother-in-law) below. You can name more than one successor executor/executrix.
Successor Executor?* Successor Executor Info Additional rows can be added by clicking the + sign
Do you want your executor or successor executor to be compensated? *
Executor Compensation*
Minor Child / Grandchild Information Do you want to name a guardian for a minor child? *
Appoint guardian?* Name of Guardian(s)* Additional guardians can be added by clicking the + sign
Name of Successor Guardian(s) Additional successor guardians can be added by clicking the + sign
Do you want to include a contingent trust for a minor beneficiary? *
Contingent trust*
Do you want to distribute the trust at a specified age or in three installments?* Age trust property will be delivered to beneficiaries*
Age first 1/3 of trust property will be delivered to beneficiaries*
Age first 1/2 of remaining trust property will be delivered to beneficiaries*
Age remaining trust property will be delivered to beneficiaries*
Who do you want to name as a trustee for the contingent trust? * The trustee will manage and distribute assets used for the comfort, care, and education of your minor beneficiaries until they have attained a specified age. You can name more than one trustee. If you have named a guardian for your minor children, the trustee can be the named guardian(s). List the trustee's name, address, phone number and relationship to you below.
Name of Trustee(s)*
Do you want to name a successor trustee? * You can also appoint a successor trustee or trustees in the event that the appointed trustee(s) are unable or refuse to serve. It is a good idea to name at least one successor trustee. To name a successor trustee, list the trustee's name, address, phone number, and relationship to you below.
Name of Successor Trustee(s) Additional trustees can be added by clicking the + sign
Additional Information Do you have an existing Will?
Have you ever executed a trust (either revocable or irrevocable)?
Do you want a no-contest clause? * A no-contest clause is a provision in the will that prohibits a beneficiary from taking any portion of your estate if the beneficiary contests the will (unless a court determines the contest was made for just cause and in good faith).
No Contest Clause
Please list any additional issues, not addressed above, that you would like us to know regarding your will, distribution plan or executors.
Power of Attorney Information The Power of Attorney gives your named agent the power to handle your financial affairs. The agent will have broad authority to dispose of, sell, convey and encumber your real and personal property if you ever become incompetent to do this yourself. Naming an agent can save a great deal in court costs and legal fees, but you should only name someone you trust completely.
Agent Information Agent Information * You must name an agent. An agent appointed by you is given broad powers to handle your legal and financial affairs if you become incapacitated or physically unable to handle such affairs yourself. An Agent has the power to sign checks on your behalf, buy and sell property on your behalf and access your safe deposit box, among other powers.
Do you want to have co-agents?* How do you want the co-agents to act?* Power of Attorney - Agent* Additional rows can be added by clicking the + sign
Power of Attorney - Agent*
Do you want to name a successor agent? * You can name a successor agent. The successor agent is an individual that will take the place of the agent if the agent cannot act as the agent or refuses to act as the agent. You do not have to have a successor agent, although it is recommended, especially if you did not name a co-agent. If you want to name a succesor agent, answer "yes" and list the successor agent’s full name, address, and phone number. You can name more than one successor agent.
Successor Agent yes or No* Power of Attorney - Successor Agent* Additional rows can be added by clicking the + sign
Do you want your agents or successor agents to be compensated? *
Do you want your agents(s) to be entitled to compensation?*
Delegated Powers Information
Power of Attorney - Grant of Authority * Select which of the powers below you would like to grant to your agent. You can also select "select all" to give your agent all of the powers listed below (option one). You must grant at least one power to your agent
Power of Attorney - Grant of Authority*
Special Instructions
Special Instructions
Do you want your agent to have the ability to make gifts? * You must specifically give your agent(s) the ability to make gifts if you would like the agent to be able to make gifts. This may be beneficial for tax purposes. The power is limited to the annual exclusion amount for federal gift tax purposes.
Do you want your agent to have the ability to make gifts?*
Delegated Powers Information Do you have an existing Power of Attorney?*
When is the Power of Attorney effective? * You can make the power of attorney effective now or upon your disability or incapacity. If you choose disability or incapacity, it may take a doctor's note to verify the disability or incapacity which may make using the power of attorney more difficult for your agent. Some institutions may refuse to accept the power of attorney even with a letter from your physician. Thus, making your power of attorney effective immediately increases its likelihood of acceptance and makes it easier for your agent to act on your behalf.
When is the Power of Attorney effective?*
Medical Power of Attorney Information You may name someone as your agent for the purpose of making medical or other health care decisions for you under a medical power of attorney. Thie medical power of attorney becomes effective if you are incapable of making medical decisions for yourself. Naming an agent can save a great deal, but you should only name someone you trust to make medical decisions for you if you are incapacitated.
Agent Information
The statute authorizing the Medical Power of Attorney does not contemplate joint agents, so we recommend naming a primary agent, a successor agent, and a second successor agent. Your spouse is usually named as the primary agent if applicable.
To complete list the primary agent's name, address, and phone number in the first row below. You can name up to two successor agents in the second row by listing the successor agent's name, address, and phone number.
Name of Primary Agent*
Primary Agent's Address*
Primary Agent's Phone No.*
Successor Agent's information (optional) An additional Successor Agent can be added by clicking the + sign (optional)
Location of Medical Power of Attorney Information
You can designate an individual or institution where you will keep the original copy of the Medical Power of Attorney by listing the name of the individual or institution, the address of the individual or institution, and the phone number of the individual or institution in the first row below. You can also indicate that the original is kept at your house.
You can also list the names of individuals or institutions that will have copies of the Medical Power of Attorney by listing the name of the individual or institution, the address of the individual or institution, and the phone number of the individual or institution in the second row below. This information is optional.
Individual/Institution's Name (original)*
Individual/Institution's Address*
Individual/Institution's Phone Number*
List each person or institution you want to have a signed copy of the Medical Power of Attorney An additional row can be added by clicking the + sign (optional)
Additional Information
Duration of the Medical Power of Attorney * The Medical Power of Attorney can last for an indefinite period of time or it can terminate on a specific date. Indefinite is the most common response; however, a specific date may be appropriate if you want the Medical Power of Attorney to last for a short period, for instance, to get through a surgical procedure.
To complete, indicate whether you would like the Medical Power of Attorney to be indefinite or if you would like it to expire on a specific date. If you select expires on a specific date, you will need to indicate the date.
Duration of the Medical Power of Attorney* Expiration Date
The date the Medical Power of Attorney expires
List any limitations on the decision making authority of the agent(s).
Directive to Physicians Information Directive to Physician - Agents HIPAA Information Your healthcare information is protected, meaning healthcare providers cannot release your medical information without a release. A HIPAA release allows you to designate representative(s) who can access your medical records and information.
Who do you want to have access to your medical information? *
Name of person(s) you want to have access to your medical information.* Additional names can be added by clicking the + sign.
When do you want the HIPAA to start? *
HIPAA Start* Beginning date for HIPAA Release*
When do you want the HIPAA to end? *
When does the HIPAA expire?* Ending date for HIPAA Release.*
Declaration of Guardianship Information Final Disposition Information Burial or Cremated Where would you like your ashes to be disposed of?
Where would you like your remains to be interred?
If you have already made arrangements, please provide details:
