Law Office of Deborah J. Schmidt

Welcome to the Law Office of Deborah J. Schmidt’s Online Estate Planning Questionnaire

This secure online questionnaire is designed to make the estate planning process simple and efficient. Most clients complete it in approximately 10 minutes.

Instructions for clients:

• Users should click “Next” to proceed through each section.

• Responses do not need to be perfect; answers will be reviewed during a follow-up meeting.

• Users will be registered with a username and password, allowing them to return and update their answers at any time.

• Each questionnaire page includes a question mark icon at the top, which serves as the Help button. You may click this icon at any time for clarification on how to complete the fields. The Help button also provides the contact phone number and email address you can use if you encounter any issues or need assistance.

• Upon completion of the questionnaire, the office will contact the client to schedule a meeting to review the estate plan.

Click ‘Next’ to begin.

Note: If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Registration
Need Help?
• Your email address should be valid and regularly checked, as it may be used for follow-ups.
• Enter a phone number you can be reached at.
• All fields must be completed to successfully submit your registration.
• Review your entries carefully before submitting.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Important: Please enter your legal name exactly as it appears on your license or government-issued ID. This ensures your estate plan documents are accurate and prevents delays or issues during processing.

First Name *

Middle Name

Last Name *

Email *

Password *

Phone Number *

Your Contact Details
Need Help with Personal Information?
• Date of Birth: Enter your date of birth exactly as it appears on your official documents.
• Also Known As (optional): Include any nickname or alternative name you use legally or professionally.
• Marital Status: Select the option that accurately reflects your current legal marital status.
• Suffix: Include if applicable (e.g., Jr., Sr., III).
• Personal Pronouns: Enter your preferred pronouns.
• Address: Use your current legal residential address.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Name:

Date Of Birth *

Also known as (optional)

Are you married? *

✓

Yes

✓

No

Suffix (optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

What are your personal pronouns? *

✓

he/him

✓

she/her

✓

they/them

Please select "What are your personal pronouns?".

Your Address

Full Address: *

State

Your Spouse Information
Need Help with Spouse Information?
• Enter your spouse’s complete legal name, including middle name and suffix if applicable.
• Email and Cell Phone: Provide current contact information for your spouse.
• Date of Birth: Enter the date of birth exactly as it appears on official records.
• Also Known As: Include any nickname, former name, or alternative name your spouse may be known by.
• Personal Pronouns: Enter your spouse’s preferred pronouns.
• Address: Indicate whether your spouse’s address is different from yours. If yes, enter the spouse’s current residential address.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Your spouse's Details

Important: Please enter your spouse’s legal name exactly as it appears on their license or government-issued ID. This information is used to prepare legal estate planning documents, and accuracy is required to avoid delays or corrections.

First Name: *

Middle Name

Last Name: *

Email *

Date Of Birth *

Mobile *

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Also known as(optional)

What are your spouse's pronouns? *

✓

he/him

✓

she/her

✓

they/them

Please select "What are your spouse's pronouns?".

Is Your spouse's address different than you? *

✓

Yes

✓

No

State:

Estate Valuation
Need Help with Estate Value and Property Location?
• Estate Value: When selecting whether your estate is under or over $11 million, consider the total combined value of your assets, including real estate, bank accounts, investments, retirement accounts, business interests, and personal property.
• Texas Estate Planning Consideration: Under Texas law, estate value and asset type may affect how certain estate planning tools, including wills and powers of attorney, are structured. Accurate information helps ensure your documents comply with Texas requirements.
• Real Estate Outside Texas: If you own property outside of Texas, additional planning may be required to address how that property is managed or transferred. This information helps the attorney determine whether supplemental documents or planning strategies are needed.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com

Important: The value of your estate is the combined value of all your assets.

What is the value of your estate? *

Do you own real estate outside of the Texas? *

✓

Yes

✓

No

Beneficiary, Children, & Trust
Need Help?
• A Testamentary Trust allows you to provide for your child or children after your passing.
• If you do not have children and do not have a spouse, you may choose other beneficiaries to receive your assets.
• Selecting the correct option is important to ensure your estate planning documents are accurate.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Parents or legal guardians of children will have the option to establish a Testamentary Trust for their child or children. Individuals who do not have children and do not have a spouse may designate other beneficiaries for their estate.”

Are you a parent or legal guardian of a child? *

✓

Yes

✓

No

Please select "Are you a parent or legal guardian of a child?".

Beneficiary Information
Name beneficiaries if you have no children.

Please add one or more beneficiaries. Your assets will be split equally amongst those beneficiaries.

Primary Beneficiary * Click the "+" button to add another agent

If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.

Children
Need Help?
• Children under 18: You must select a guardian and trustee to manage their inheritance until they reach adulthood.
• Trust Planning: If you plan to create a trust for some or all of your children, this ensures your assets are distributed according to your wishes.
• Children with Special Needs: Additional planning considerations may apply to ensure their ongoing care and support.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Select the options that apply to you. For children under 18, you will need to designate a guardian and a trustee. If your children are over 18, or if you choose not to create a trust, your children will inherit your estate directly.

Select all that apply regarding your children, if any

I have children who are under 18 *

✓

Yes

✓

No

I plan on having a trust for some or all of my children *

✓

Yes

✓

No

I have children with special needs *

✓

Yes

✓

No

Guardians for Your Minor Children
Need Help?
• A guardian is a person responsible for the physical and legal care of your child if both parents are unable to do so, until the child turns 18.
• For stepchildren, the surviving biological parent is generally presumed to be the guardian, unless their parental rights have been legally terminated.
• You may select a different primary guardian if desired.
• If you run into any issues or problems, reach out to our team for assistance at (214) 831-8831 or email support@legalgen.com.

Name the person(s) you wish to designate as legal guardian(s) for your minor children. If you are single, enter the guardian(s) you want. If you are married, your spouse is automatically named as the primary guardian. If your spouse predeceases you, enter the guardian(s) you would like to appoint. Click the “+” button to add additional guardians and specify their relationship to you.

Primary Guardian * Click the "+" button to add another guardian

Your Relationship to the Guardian

Children Information
Need Help?
• Enter the names of your children and/or stepchildren.
• Specify how you would like your estate distributed and the timing of each distribution.
• Providing accurate information ensures your estate plan reflects your wishes.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the total number of children and stepchildren you and/or your spouse/partner have. This information will be used to guide how your estate is distributed among your children.

Child’s Name *

Relationship *

Child Age *

Parents of Child *

How do you wish to distribute your estate to your children?

✓

Split shares equally

✓

Split shares as Follows

Percentage(%) *

Children *

A lump sum at age of

Trustee
Need Help?
• A Trustee is responsible for managing the assets held in trust for your beneficiaries.
• You may name an alternative trustee in case your primary trustee is unable to serve.
• The Executor administers the estate, and it is common to have the same person serve as both Executor and Trustee.
• You may overwrite or update the Primary Trustee if needed.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the legal name of the person you wish to designate as the Trustee to administer the trust for your beneficiaries. If you are single, enter your chosen trustee(s). If you are married and your spouse predeceases you, provide the name(s) of the person(s) you would like to serve as trustee(s).

Primary Trustee: * Click the "+" button to add another individual.

Relationship

Spouse Trustee
Need Help?
• A Trustee is responsible for managing the assets held in trust for your beneficiaries.
• You may name an alternative trustee in case your primary trustee is unable to serve.
• The Executor administers the estate, and it is common to have the same person serve as both Executor and Trustee.
• You may overwrite or update the Primary Trustee if needed.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Primary Trustee: * Click the "+" button to add another individual.

Relationship

Executor
Need Help?
• The Executor (also called Personal Representative) is responsible for administering your estate according to your will, including distributing assets and handling legal and financial obligations.
• Your Trustees manage any assets held in a trust for your beneficiaries. You may choose to have the same person serve as both Executor and Trustee, or assign different people.
• Your spouse is designated as your default Executor.
• You may name alternative Executors if your spouse or primary Executor is unable to serve.
• You may overwrite or update the Primary Executor at any time.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Please provide the legal name of at least one individual to serve as your Primary Executor / Personal Representative. Click the “+” button to add additional Executors if desired. If you are married, your spouse is automatically designated as your default Executor, but you may specify a different person if needed. You will also be asked whether your Trustees should also serve as your Executors.

Primary Executor * Click the "+" button to add another agent

Executor’s Relationship to You *

Executor - Spouse/Partner
Need Help?
• The Executor (also called Personal Representative) is responsible for administering your estate according to your will, including distributing assets and handling legal and financial obligations.
• Your Trustees manage any assets held in a trust for your beneficiaries. You may choose to have the same person serve as both Executor and Trustee, or assign different people.
• Your spouse is designated as your default Executor.
• You may name alternative Executors if your spouse or primary Executor is unable to serve.
• You may overwrite or update the Primary Executor at any time.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Primary Executor *

Executor’s Relationship to You

Financial DPOA:
Need Help?
• A Financial Durable Power of Attorney (DPOA) allows someone you trust to make financial decisions on your behalf if you are unable to do so.
• You may name one or more agents to serve under your DPOA.
• Choose individuals who are responsible, trustworthy, and able to manage financial matters according to your wishes.
• You may also designate successor agents in case your primary agent is unable to serve.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the legal names of one or more individuals you wish to designate as your agents under the Financial Durable Power of Attorney (DPOA). You may also add successor agents to act if your primary agent is unable to serve. Click the “+” button to add additional agents as needed.

Do you want to use the same agents as your personal representative? *

✓

Yes

✓

No

Primary Agent: * Click the "+" button to add another agent

Relationship *

Phone Number *

Address *

Financial DPOA-Spouse/Partner
Need Help?
• A Financial Durable Power of Attorney (DPOA) allows someone you trust to make financial decisions on your behalf if you are unable to do so.
• You may name one or more agents to serve under your DPOA.
• Choose individuals who are responsible, trustworthy, and able to manage financial matters according to your wishes.
• You may also designate successor agents in case your primary agent is unable to serve.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Primary Agent: * Click the "+" button to add another agent

Relationship *

Phone Number *

Address *

Health Care POA
Need Help?
• A Healthcare Durable Power of Attorney (Healthcare POA) allows someone you trust to make medical and healthcare decisions on your behalf if you are unable to do so.
• You may name one or more agents to serve as your healthcare representatives.
• Select individuals who are responsible, trustworthy, and familiar with your healthcare wishes and values.
• You may also designate successor agents in case your primary agent is unable to serve.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the legal names of one or more individuals you wish to designate as your Health Care Agents under the Healthcare POA. You may also add successor agents to act if your primary agent is unable to serve. Click the “+” button to add additional agents as needed.

Do you wish to use the same agents as your Financial Durable POA? *

✓

Yes

✓

No

Primary Agent: * Click the "+" button to add another agent

Relationship *

Phone Number *

Address *

Health Care POA - Spouse/Partner
Need Help?
• A Healthcare Durable Power of Attorney (Healthcare POA) allows someone you trust to make medical and healthcare decisions on your behalf if you are unable to do so.
• You may name one or more agents to serve as your healthcare representatives.
• Select individuals who are responsible, trustworthy, and familiar with your healthcare wishes and values.
• You may also designate successor agents in case your primary agent is unable to serve.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the legal names of one or more individuals you wish to designate as your Health Care Agents under the Healthcare POA. You may also add successor agents to act if your primary agent is unable to serve. Click the “+” button to add additional agents as needed.

Do you wish to use the same agents as your Power of Attorney? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Witness Information
Need Help?
• Witnesses observe your signing of the legal documents, verify your identity, and confirm that you are signing voluntarily. Their presence ensures the documents are legally valid.
• Notary officially notarizes your documents and confirms signatures. The notary information is pre-filled with the default notary of the Law Office of Deborah J. Schmidt.
• Users can directly edit witness and notary fields.
• Provide accurate names, addresses, and dates for all fields to ensure the documents are legally valid.
• If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Enter the information for your witnesses. Provide the legal names and addresses of Witness 1 and Witness 2, along with the Revocable/Signing Date. The Notary information is pre-filled with the default notary of the Law Office of Deborah J. Schmidt, including date, state, and county. All fields are required to properly validate your documents.

Users will sign out of office?

✓

Yes

✓

No

Revocable/Signing Date:

Witness1 Name

Witness1 Address

Witness2 Name

Witness2 Address

Notary Information

Notary Date

Notary State

Notary County

Summary
Need Help?
• The Summary / Submit page lets you review your selected plan and answers before final submission.
• You can click “Previous” to edit any information, or save and exit to continue later (remember your login credentials).
• Clicking “Submit” sends your information to our office. After submission, our team will contact you to schedule a meeting with a legal professional to review your estate planning documents.
• If you have questions or encounter issues, contact our team at (214) 831-8831 or email support@legalgen.com.

Review your selected plan and the summary of your answers. You can click “Previous” to review or update any responses. If you would like to continue completing your documents later, you may save and exit,just remember the email and password you used to log in. When you are ready, click “Submit” to finalize your application. Once your information is received by our office, a member of our team will contact you to schedule a meeting with a legal professional to review your estate planning documents.

Your Progress