EstatePlansForLife

Welcome to the EstatePlansForLife Young Adult Plan Questionnaire!

Before you begin, here are a few tips to guide you:

1. Answer thoughtfully, but do not overthink it. These questions are designed to help you consider important decisions. All responses will be reviewed by a qualified attorney and can be revised as needed.

2. Need help with a section? Click the question mark (?) next to any screen title for a description and guidance specific to that section.

3. The process is quick and easy, typically taking about 15–20 minutes to complete.

4. You can revisit the site at any time to make updates or changes using the username and password you created.

5. Once you are satisfied with your answers, click “Submit” to finalize them. You will then be directed to complete payment for your plan.

6. After submission and payment, a licensed attorney will review your responses and prepare the documents for signing.

Note: If you run into any issues or problems, reach out to our team for assistance at 940-799-9594

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

Welcome to our online estate planning service! It only takes about 10 minutes. Just click Next to go through the questions. When you're done, our office will contact you to schedule a meeting with our Attorney.

First Name *

Middle Name *

Last Name *

Email *

Password *

Cell *

Young Adult Info

Enter your adult child’s full legal name. They are the person the documents protect (the “Principal”).

Are you a parent filling this out for your college student? *

✓

Yes

✓

No

Please select "Are you a parent filling this out for your college student?".

Your Contact Details
Please submit all answers with the proper capitalization. Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your middle name or initial if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other name in the “also known as” field. Also known as names are names that you may regularly use for financial documents, health care policies, or just more commonly known as.

Name:

Date Of Birth *

Also known as(optional)

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender

✓

Male

✓

Female

Your Address

Full Address: *

State

Financial Power of Attorney
You will need to name the person who can manage your money, bills, and accounts if you are unable to do so—this person is called your Financial Agent. You will first choose a Primary Agent and then name a Successor Agent as a backup in case your first choice cannot serve. This arrangement, known as a Power of Attorney (POA), gives your agent the authority to act under the powers you grant without having to go through the court process. If you decide to have agents serve jointly, they must make decisions together; if not, either agent may act independently. If you are unsure about the best option, your Miller Law Office attorney can assist you at 888-611-9511.

Decide who should handle money, bills, and accounts if the person this plan is for cannot—their trusted money helper, known as the Financial Agent. Begin by naming your first choice, then list a backup, called the Successor Agent.

Primary Agent: * Click "+" to add agent

Mobile Number

Email

Address *

Health Care POA
Choose the person who can make medical decisions for you if you are unable to communicate or decide for yourself—this person is called your Medical Agent. A Medical Power of Attorney (Medical POA) only applies while you cannot make decisions on your own and ends once you are able to do so again. It is best to name one primary agent and at least one backup, who would serve in the order you list them. If you appoint two agents to serve together, or “joint,” they must agree on all decisions. If you have questions, your Miller Law Office attorney can guide you at 888-611-9511.

Pick who should make medical decisions if the person this plan covers is unable to do so. List your first choice, then add a backup.

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

✓

Yes

✓

No

Primary Agent: * Click "+" to add agent

Mobile Number

Email

Address *

Disclaimer and Privacy Policy
Disclaimer and Privacy Policy Document

Download

I acknowledge and accept the Disclaimer and Privacy Policy

Submission Screen

You’re almost done. When you submit, our team will review your information, resolve any gaps, and prepare your documents. You’ll have a chance to ask questions and confirm details before anything is finalized.

If you would like to review your responses, you can select each screen and review your answer or select the preview 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 chosen plan. After payment is received, your information will be securely sent to our office for preparation of your documents.

Preview Answers

Your Progress