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

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Middle Name

Last Name *

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Contact You
Our office would like to discuss an Estate Plan option specifically for your needs. One of our qualified attorneys will be happy to assist in determining a plan just for you. We will contact you as soon as possible with the information you have provided.

Unfortunately our online estate planning tool does not work for potential clients who answer yes to questions on the pre-screener. However, we would be happy to talk to you about a solution that might work. Please indicate below if you would like someone to reach out to you to see if we offer a solution that may be a better fit for you.

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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? *

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Yes

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No

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

Gender

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Male

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Female

Your Address

Full Address: *

State

Full mailing address

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) *

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Jr

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Sr

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II

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III

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Other

Please select "Suffix(optional)".

Also known as(optional)

Gender

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Male

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Female

Is your spouse's address different than yours? *

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Yes

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No

State:

Beneficiary, Children, & Trust

This tool assumes that if you are married, you will leave your estate to your spouse. If you do not intend to leave everything to your spouse first and then your children, we recommend that you contact our office for more comprehensive planning. If your spouse predeceases you, your children will receive your estate as outlined on this page. Please select the age that your child or children will have full access and control of their inheritance. If a child is under the age of 18, their inheritance will go into a trust to be managed by an adult. In the event your child or children predecease you, please select either the per stirpes or per capita designation. The per stirpes designation will pay your deceased child’s share to that child’s descendants. The per capita designation will distribute your estate to your remaining living child or children.

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

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Yes

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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
When answering these questions, please answer the questions based on all your children including any stepchildren. If any of your children are under the age of 18, we recommend setting up a trust for your child or children, you will be able to appoint a trustee to manage your child’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child as they see fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance.

Select all that apply regarding your children, if any

I have children who are under 18 *

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Yes

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No

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

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Yes

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No

Guardians for Your Minor Children
In your Last Will and Testament, it is important to designate a Guardian for your minor child or children. A Guardian is a person who is responsible for the day to day needs of a minor child and who steps into the role of being the parent if you are no longer living or unable to care for your child. As a word of caution, the surviving biological parent is typically favored by the courts to be named as guardian. If you choose to name someone other than the surviving biological parent as the first guardian, the legal system may still grant custody to the surviving biological parent unless the surviving biological parent has been legally deemed unfit to serve as parent/guardian.

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

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

Children Information
Name your children and/or step children. Determine how to distribution your estate and when you would distributed.

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

Child’s Name *

Relationship Type: *

Child Age *

Parents of Child *

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

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Split shares equally

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Split shares as Follows

Percentage(%)

Children

age

Distribute the first half at the age of:

And Remainder at age:

Distribute first third at the age of:

Distribute second third at the age:

And Remainder at age

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).

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per stripes

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per capita

Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee.

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

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

Spouse Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee.

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

Executor

The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. If you are married your Spouse will be your default Executor. You can name an alternative Trustee should you spouse or primary Trustee not survive and you can overwrite primary Executor. If your Initial Agent cannot serve, then your alternate Agents would serve in the order listed.

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.

Financial Durable POA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself. If your primary Agent cannot serve, then your alternate Agents would serve in the order listed. If you indicate the document is to be effective "immediately" then your Agent is authorized to act if appropriate without needing the doctors' statements or your further permission. If you select the document to be effective "Later" then your Agent may act only if (a) you later give written permission or (b) two physicians state that you are not capable of making decisions.

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? *

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Yes

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No

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

Do you want this document to be effective immediately?

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Immediate

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Later

Financial DPOA-Spouse/Partner
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself. If your Primary Agent cannot serve, then your alternate Agents would serve in the order listed. If you indicate the document is to be effective "immediately" then your Agent is authorized to act if appropriate without needing the doctors' statements or your further permission. If you select the document to be effective "Later" then your Agent may act only if (a) you later give written permission or (b) two physicians state that you are not capable of making decisions.

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?

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Immediate

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Later

Health Care POA
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself. If your Initial Agent cannot serve, then your Alternate Agents would serve in the order listed. You will note if you want artificial hydration for ease of administering pain-relieving drugs, in the situation where you suffer from a terminal condition or state of permanent unconsciousness and there is no realistic hope of significant recovery.

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? *

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Yes

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No

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

Phone Number *

Address *

Would you like to be an organ donor? *

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Yes﹐for transplantation purposes only

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Yes﹐for transplantation﹐education and/or research

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No

Health Care POA - Spouse/Partner

Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself.

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? *

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Yes

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No

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

Phone Number *

Address *

Would you like to be an organ donor? *

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Yes﹐for transplantation purposes only

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Yes﹐for transplantation﹐education and/or research

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No

HIPAA Agents
Federal law under the Health Information Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing medical information to anyone other than you or individuals you have authorized. Your documents will include a HIPAA Authorization authorizing your medical providers to communicate with your health care agents under your Health Care Power of Attorney. In addition, it will also authorize communication with your trustees and/or financial agents under your Durable Power of Attorney as your trustees and/or financial agents may encounter HIPAA issues when handling your health insurance or medical bills. In some instances, you may wish to add additional individuals to your HIPAA Authorization. For example, perhaps you have other family members that you would wish to be able to communicate with your health care providers about your situation even if they are not your health care decisionmaker.Any HIPAA representative, in any order, is authorized to obtain medical information. (By comparison, the Health Care Agents act in the order named.)

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?

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Yes

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No

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

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

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Yes

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No

HIPAA Agents Spouse/Partner
Federal law under the Health Information Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing medical information to anyone other than you or individuals you have authorized. Your documents will include a HIPAA Authorization authorizing your medical providers to communicate with your health care agents under your Health Care Power of Attorney. In addition, it will also authorize communication with your trustees and/or financial agents under your Durable Power of Attorney as your trustees and/or financial agents may encounter HIPAA issues when handling your health insurance or medical bills. In some instances, you may wish to add additional individuals to your HIPAA Authorization. For example, perhaps you have other family members that you would wish to be able to communicate with your health care providers about your situation even if they are not your health care decisionmaker.Any HIPAA representative, in any order, is authorized to obtain medical information. (By comparison, the Health Care Agents act in the order named.)

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?

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Yes

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No

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

Submission Screen

If you would like to edit or review your responses, you can select each screen on the right or bottom, you can select each screen and review your answer or select the previous button which will open a print screen page. Click the “Submit” button below to be directed to a page where you will be able to pay for your estate planning documents you selected. Once you have paid for your documents, your information will be sent to our office, and you will then be prompted to schedule a phone call or Zoom meeting to review your documents with a legal professional.

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