Registration Info Your full legal name is required for your estate planning documents. This would be the name listed on your social security card, passport, or other federal identification documents. Please be sure to include your middle name or initial if listed on your documentation.
Young Adult Info Please provide the name of your college student. You are filling this out for them; their name will be selected as the primary” in the document while you can provide your name as their agent.
Your Contact Details Your Contact Details
Financial DPOA: Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.