EstatePlansForLife

Registration Info

Welcome to our online estate planning service! The process is quick and seamless, taking only about 10 minutes to complete. Simply start, click "Next" to go through the questions, and once finished, your documents will be ready. You'll also be registered with a login and password, allowing you to return and update your answers anytime. Please provide your information below.

First Name *

Middle Name

Last Name *

Email *

Password *

Phone Number *

Total Estate Value

What is the value of your estate? *

Do you own real estate outside of the State of Florida? *

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Yes

✓

No

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you legally married? *

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Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

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II

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III

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Other

Gender

✓

Male

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Female

Your Address

Full Address: *

State *

Zip Code *

Is Your mailing address the same as your home address? *

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Yes

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No

Different Mailing Address

Your Spouse Information

Your Spouse's Details

First Name: *

Middle Name

Last Name: *

Email *

Date Of Birth *

Phone Number *

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

Also known as(optional)

Gender

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Male

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Female

Is your spouse's address different from yours? *

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Yes

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No

State:

Children and Beneficiaries

If you have children and/or beneficiaries, you will be provided with the option to establish a testamentary trust for their benefit. A testamentary trust is a trust created after your passing. The trust is held for the benefit of your children until they reach a certain age. This allows for a trustee to manage a child’s inheritance until they reach 18 years of age or otherwise age/circumstance of your selection. Please remember that if your children are over the age of 18, you are not required to leave them anything. Please ask to discuss disinheritance with our team.

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

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Yes

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No

Beneficiary Information

Primary Beneficiary *

Beneficiary Date Of Birth *

Alternative Beneficiary *

Beneficiary Date Of Birth *

If your spouse/Pirmary beneficiary predeceases you, please designate alternate beneficiaries

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

Spilt shares equally to all my Contingent beneficiaries Spilt shares as follows to all my contingent beneficiaries

Percentage(%) *

Benificiary Name *

Children

Please provide each child’s full legal name, date of birth, and parental status. If you are married, this tool leaves your estate to your spouse. Assets will pass to your children only if your spouse dies before you. Your Will only controls assets without named beneficiaries; accounts with beneficiaries follow those designations. Consider both when planning. If you do not wish to leave everything to your spouse first and then your children, please call us at 888-611-9511 for a free consultation.

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old *

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Yes

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No

I have one or more children with special needs *

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Yes

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No

I wish to set up testamentary trusts for all my children

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Yes

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No

Children's Information

Please provide the full legal name, date of birth, and parental status for each child and step-child. Please remember, if you are married, this estate planning tool will leave your estate to your spouse. This division of property will only happen if your spouse predeceases you. Your Last Will and Testament will distribute assets in your estate at the time of your death. Any assets that have named beneficiaries 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. If you do not intend to leave everything to your spouse first and then your children, you will need additional planning beyond the scope of this online estate planning tool, and we recommend you call our office at 888-611-9511 for a free consultation.

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

Child’s Full Legal Name *

Child’s Gender

Date Of Birth

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

Select your child/children's age to distribute the principal trust

A lump sum at age of

Guardians for Your Minor Children

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

(If a guardian is married, then hit 'add' to include their spouse.)

Primary Guardian *

Address *

Name who you wish to be alternative guardian(s) for your minor children if your spouse is unable to serve as guardian:

Would you like your alternative guardians to serve jointly? *

✓

Serve Jointly

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Sequantial Order

Children’s 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 be your spouse or primary trustee not service. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together. If you select that you would like your Trustees to serve jointly, you will want to select the “serve jointly” button next to each Trustee who you wish to have serve jointly. If you wish to have only two Trustees serve jointly and another Trustee serve individually, please only select the box next to the two joint Trustees and leave the box unselected next to the Trustee you wish to serve individually.

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

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

Address *

Personal Representative

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

Primary Executor *

Primary Executor Address *

Children’s Trustee-Spouse/Partner

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

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

Address *

Personal Representative - Spouse/Partner

Primary Executor *

Personal Representative Address *

Would you like your Personal Representative to serve jointly? *

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Yes

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No

Financial Power of Attorney

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

Primary Agent: *

Phone Number *

Email *

Address *

Financial POA-Spouse/Partner

Primary Agent: *

Phone Number *

Email *

Address *

Would like your Power of Attorney to serve jointly? *

✓

Yes

✓

No

Financial POA-Spouse/Partner

Primary Agent: *

Phone Number *

Email *

Address *

Would like your Power of Attorney to serve jointly? *

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Yes

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No

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? *

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Yes

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No

Primary Agent: *

Phone Number *

Email *

Address *

Would like your Agents to serve jointly? *

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Yes

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No

Health Care POA - Spouse/Partner

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: *

Phone Number *

Email *

Address *

Would like your agent(s) to serve jointly? *

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Yes

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No

Living Will

Would you like to include a Living Will? *

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Yes

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No

Additional Information

Please add any additional facts that you would like to have reviewed or added to your estate planning *

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Add Additional information

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Nothing at this time

Additional Information

Congratulations!

Congratulations! You have completed your online estate plan interview!

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your answered questions to us.

This is a huge step in getting your estate plan done. Once you click ‘Submit’, you will be directed to a webpage where you will be able to pay for your estate plan if you choose to do so. Either or you will then be directed to click the button to schedule a virtual review meeting with us. Your virtual review meeting will be with a member of our staff so that we may personally review your documents with you prior to you signing them. After your review meeting, you will receive instructions so that you can have your estate plan signed and executed.

Important: Even though you have completed this interview, your estate plan is not complete until you properly execute your documents following a virtual review meeting with one of our attorneys. Please also note that we are not engaged to help you until you have completed the questionnaire and paid for your plan.

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If you DO NOT get a confirmation, please contact us at intake@tbllf.com or 1-888-611-9511 or reach out to us on our portle.

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