elderlawfirm

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.

Provide your details below to get started on your Online Will

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details

Name:
If you are married, your spouse will be selected as your primary agent throughout this estate planning process. Please know that you are not required to have your spouse as your primary agent, and you may choose to have another individual act as your agent.

Date Of Birth *

Also known as(optional)

Are you married? *

✓

Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender

✓

Male

✓

Female

Your Address

Full Address: *

State

Your Spouse Information

Please use your legal name as it appears on your license or government-issue ID

Your Spouse's Details

First Name: *

Middle Name

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Also known as(optional)

Gender

✓

Male

✓

Female

Is your spouse's address different than yours?

✓

Yes

✓

No

State:

Metlife Member Number

MetLife requires a EID or Member name for each document we prepare for you.

Metlife EID: *

Metlife Member Name: *

Beneficiary, Children, & Trust

If you select "Yes" for If you have children, you will be provided with the option to establish a Testamentary trust for your children. If you select "No" for If you do not have children and you do not have a spouse, you can name beneficiaries.

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

✓

Yes

✓

No

Beneficiary Information

Please remember, if you are married, this estate planning tool will leave your estate to your spouse. The distribution of property you determine on this page will only happen if your spouse dies before you do. This section allows you to name a beneficiary to receive your assets upon your death through your last will and testament. A beneficiary may be an individual or a charity. If you choose to leave any of your assets to a charity, please enter the charity’s address after the charity’s full name. In the event your beneficiary predeceases you, please select either the per stirpes or per capita designation. The per stirpes designation will pay your deceased beneficiaries’ share to that beneficiaries’ descendants. The per capita designation will distribute your estate to your remaining living beneficiaries. Your Last Will and Testament will distribute assets in your estate at the time of your death. Any assets that have named beneficiaries, like life insurance or retirement accounts, will follow those instructions rather than your Last Will and Testament. It is important to consider both types of assets when deciding how your estate will be divided.

Primary Beneficiary : *

If your spouse predeceases you, please designate contingent beneficiaries.

Contingent Beneficiary : * Click the "+" button to add another individual.

How do you wish to distribute your estate to your contingent beneficiaries. *

Split shares equally to all my contingent beneficiaries Split shares to my contingent beneficiaries as follows

Percentage(%)

Note: If the beneficiaries should predecease you then their share will be distributed to their descendants

Children

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

Guardians for Your Minor Children

Name who you wish to be legal guardian(s) for your minor children:

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

Children Information

How many children do you and/or your spouse/partner have?

Child’s Name * Click the "+" button to add another child

Date of Birth *

Parents of Child *

Gender *

Is Child Living?

Do you wish to disinherit this child?

✓

Yes

✓

No

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

✓

Split shares equally

✓

Split shares as Follows

Percentage(%)

Children

Distribution Options

When do you wnat your trust to be distributed?

A Lumpsum age Distribute in 1/2 Distribute in 1/3

age

Upon age:

And Balance on age:

Upon age of:

And Balance on age:

Please select either the per stirpes or per capita designation in the event your child(ren) predecease you. The per stirpes designation will pay your deceased child’s share to that child’s descendent(s). The per capita designation will distribute your estate to your remaining living child(ren).

✓

per stripes

✓

per capita

Executor

Please name at least one or more individuals who will serve as the Executor of your last will & testament:

Primary Executor: * Click the "+" button to add another executo.

Executor- Spouse/Partner

Please enter your Personal Representative information on this page. A Personal Representative’s job is to locate and manage the deceased’s assets, ensure that expenses and taxes are paid, and distribute the remaining assets to the beneficiaries named in the deceased’s Last Will and Testament. The role of a Personal Representative is both financial and managerial. When selecting someone for this role, consider naming a person who is good with finances or who is willing to seek professional guidance to make prudent and reasonable decisions.

Primary Personal Representative * Click the "+" button to add another individual.

Trustee

Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

How would you like to name your Trustee(s)?

Appoint Trustees by naming them in your Will Allow Executor to name Trustee including him or herself

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

Spouse Trustee

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

Financial Durable POA:

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

Do you want to use the same agents as your Executor?

✓

Yes

✓

No

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

Do you want this document to be effective immediately?

✓

Immediate

✓

Later

Financial DPOA-Spouse/Partner

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

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

Do you want this document to be effective immediately?

✓

Immediate

✓

Later

Health Care POA

Please provide the information of one or more individuals who will serve as your health care agent:

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

✓

Yes

✓

No

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

Phone Number *

Address *

Would you want artificial hydration for pain relief?

✓

Yes for pain relief

✓

No not even for pain relief

Health Care POA - Spouse/Partner

Please provide the information of one or more individuals who will serve as your health care agent:

Please provide the information of one or more individuals who will serve as your health care agent:

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

✓

Yes

✓

No

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

Phone Number *

Address *

Would you want artificial hydration for pain relief? *

✓

Yes for pain relief

✓

No not even for pain relief

HIPAA Agents

Please provide the legal name of one or more individuals who will serve as your HIPAA agent:

Do you wish to use the same agents as your health care power of attorney?

✓

Yes

✓

No

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

Would your Spouse/Partner like to have different agents than you?

✓

Yes

✓

No

HIPAA Agents Spouse/Partner

Please provide the legal name of one or more individuals who will serve as your HIPAA agent:

Do you wish to use the same agents as your health care power of attorney?

✓

Yes

✓

No

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

Submission Screen

Please be sure to review your answers and name spellings carefully before submitting your answers because additional charges apply to revise your documents after drafts have been enabled to you. At that signing we will supervise execution of your documents in accordance with North Carolina law and subject to the ethics rules for North Carolina attorneys. You will also be required to sign our engagement agreement confirming the limited scope of this legal represenatation. The engagement agreement will include the additional terms referenced below. You will receive the original documents at signing or soon afterwards. We do not retain original documents, Your user account access at this site does not continue beyond signing your documents. you are responsible for maintaining the original documents. Thank you!

Your Progress