Estate Planning with Sheri Montecalvo

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 *

Welcome Pre-Screener
It is our belief that everyone should have an estate plan. However, estate plans are not “one size fits all”. This Online Estate Planning experience is only for very basic (i.e. a married person who wants to leave all their assets to their spouse then children or a single person who wants to leave all their assets to their children). This pre-screener will help you to know if this is right for you.

Welcome to our pre-screening process, which includes a few questions to determine your eligibility for our online estate planning service. Based on your responses, you may be able to proceed online, or we may offer you the option to request that our office contact you directly.

Is the value of your estate over $2 million dollars? *

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Yes

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No

Please select "Is the value of your estate over $2 million dollars?".

Closely held business interests? *

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Yes

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No

Please select "Closely held business interests?".

Real estate assets aside from primary home? *

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Yes

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No

Please select "Real estate assets aside from primary home?".

Desire to protect assets from creditors past beneficiaries turning age 21? *

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Yes

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No

Please select "Desire to protect assets from creditors past beneficiaries turning age 21?".

Pre or post-nuptial agreements, support obligations or contracts in place? *

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Yes

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No

Please select "Pre or post-nuptial agreements, support obligations or contracts in place?".

Either spouse is a non-US-citizen? *

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Yes

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No

Please select "Either spouse is a non-US-citizen?".

Is either spouse in assisted living or Skilled Nursing Facility? *

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Yes

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No

Please select "Is either spouse in assisted living or Skilled Nursing Facility?".

Do you have children with special needs? *

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Yes

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No

Please select "Do you have children with special needs?".

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.

Would you like someone to reach out to you? *

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Yes

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No

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: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

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.

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

Relationship Type: *

Address: *

How Do You Wish To Distribute Your Estate To Your Beneficiaries? *

Split shares equally to all Beneficiaries Split shares 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

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.

Personal Representative

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.

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

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

Personal Representative - 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:

Your Financial Power of Attorney Agent is the person you name to step into your shoes to handle financial matters for you and has legal authority to carry out the powers authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking your Financial Power of Attorney Agent(s), since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor. It is not uncommon to have the same person serving in both roles. By default, powers of attorney are durable, meaning they are effective immediately and remain in effect even if you become incapacitated. If you prefer a springing power of attorney—which becomes effective only upon your incapacitation—or another arrangement, please contact our office for comprehensive planning by calling: 931-651-1900.

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 personal representative? *

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Yes

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No

Do you want your Primary Agent’s powers to be effective immediately upon signing or only when you are incapacitated? *

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Immediate

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Incapacity Only

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

Phone Number *

Address *

Financial Durable POA-Spouse/Partner

Your Financial Power of Attorney Agent is the person you name to step into your shoes to handle financial matters for you and has legal authority to carry out the powers authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking your Financial Power of Attorney Agent(s), since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor. It is not uncommon to have the same person serving in both roles. By default, powers of attorney are durable, meaning they are effective immediately and remain in effect even if you become incapacitated. If you prefer a springing power of attorney—which becomes effective only upon your incapacitation—or another arrangement, please contact our office for comprehensive planning by calling: 931-651-1900.

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

Phone Number *

Address *

Health Care POA

Your Health Care Power of Attorney Agent will make medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking a Health Care Power of Attorney Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care.

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

Advance Health Care Directive Agent

Your Advance Health Care Directive Agent will make medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking an Advance Health Care Directive Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care.

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

Do you wish to use the same agents as your Health Care POA? *

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Yes

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No

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

Relation *

Home Phone *

Mobile Phone

Address *

Advance Health Care Directive Agent (Spouse)

Your Advance Health Care Directive Agent will make medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking an Advance Health Care Directive Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care.

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

Do you wish to use the same agents as your Health Care POA? *

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Yes

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No

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

Relation *

Home Phone *

Mobile Phone

Address *

Indicate Your Wishes for Quality of Life

By marking “yes” below, I have indicated conditions I would be willing to live with if given adequate comfort care and pain management. By marking “no” below, I have indicated conditions I would not be willing to live with (that to me would create an unacceptable quality of life).

Permanent Unconscious Condition: I become totally unaware of people or surroundings with little chance of ever waking up from the coma. *

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Yes

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No

Permanent Confusion: I become unable to remember, understand, or make decisions. I do not recognize loved ones or cannot have a clear conversation with them. *

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Yes

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No

Dependent in all Activities of Daily Living: I am no longer able to talk or communicate clearly or move by myself. I depend on others for feeding, bathing, dressing, and walking. Rehabilitation or any other restorative treatment will not help. *

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Yes

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No

End-Stage Illnesses: I have an illness that has reached its final stages in spite of full treatment. Examples: Widespread cancer that no longer responds to treatment; chronic and/or damaged heart and lungs, where oxygen is needed most of the time and activities are limited due to the feeling of suffocation. *

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Yes

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No

Indicate Your Wishes for Treatment

CPR (Cardiopulmonary Resuscitation): To make the heart beat again and restore breathing after it has stopped. Usually this involves electric shock, chest compressions, and breathing assistance. *

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Yes

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No

Life Support / Other Artificial Support: Continuous use of breathing machine, IV fluids, medications, and other equipment that helps the lungs, heart, kidneys, and other organs to continue to work. *

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Yes

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No

Treatment of New Conditions: Use of surgery, blood transfusions, or antibiotics that will deal with a new condition but will not help the main illness. *

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Yes

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No

Tube feeding/IV fluids: Use of tubes to deliver food and water to a patient’s stomach or use of IV fluids into a vein, which would include artificially delivered nutrition and hydration. *

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Yes

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No

Other Instructions

Other instructions, such as hospice care, burial arrangements, etc.:

Please write below any other instructions you would like for us to include in your document. Here is a sample of language commonly requested and added by clients. If you like this language, please feel free to copy and paste it below with any other instructions you may have, if any:

“I want adequate comfort care and pain management to be administered during my lifetime. If I should need a conservator, I wish it to be the same individuals I have listed under Health Care Agents. I want my Health Care Agent to have custody of my body upon my death. If I should need Hospice care, I would like to have Hospice care. If my Health Care Power of Attorney and this Tennessee Advance Directive for Health Care should ever conflict, I would like my Health Care Power of Attorney to prevail.”

Organ donation: Upon my death, I wish to make the following anatomical gift for purposes of transplantation, research, and/or education (mark one): *

Any Organ/tissue My entire body No Organ/tissue donation Only the following organs/tissues

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.

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