Selected Plan: Metlife
Welcome and Registration
Please use your legal name as it appears on your license or government-issue ID
Welcome MetLife Legal Plan Member! Start your estate plan quickly and securely from home. Simply click “Start,” answer a few questions (about 10 minutes), and our office will contact you to schedule your covered attorney consultation. You’ll also receive a login to update your information anytime. Enjoy a fast, convenient, and secure way to complete your estate plan with your MetLife Legal Plan benefit.
*

*

*

*

*


Your Contact Details
Your Contact Details
Name:
*

Are you married?
Yes
No
Suffix (optional)
Jr
Sr
II
III
Other
Select your gender? *
Male
Female
Please select "Select your gender?".
*

Is Your mailing address the same as your home address?
Yes
No

Your Contact Details Continued
Your Contact Details
Name:

Are you married? *
Yes
No
Please select "Are you married?".
Suffix (optional)
Jr
Sr
II
III
Other
What are your personal pronouns?
he/him
she/her
they/them


Estate Valuation
The value of your estate is the combined value of all your assets.
*
Do you own real estate outside of the North Carolina? *
Yes
No

Children and Beneficiaries
If Yes If you have Children, you will be provided with the option to establish a Testamentary trust for your children. If No 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
Please select "Are you a parent or legal guardian of a child?".

Executor
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our 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.
*

* Click the "+" button to add another successor

*


Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
Do you want to use the same agents as your personal representative? *
Yes
No
*

*

*

*

*

*

* Click the "+" button to add another agent

*

*


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
Do you wish to use the same agents as your Executor *
Yes
No
*

*

*

*

*

* Click the "+" button to add another agent

*

*


HIPAA Agents
Under federal law, the Health Insurance Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing your medical information to anyone other than you or individuals you have specifically authorized.
Do you wish to use the same agents as your Medical Health Care Power of Attorney? *
Yes
No
*

*

* Click the "+" button to add another agent

*

*


Summary
Click the “Submit” button below to proceed and get your selected estate planning documents. Your information will be sent to our office, and you’ll be contacted to schedule a meeting with a legal professional to review your documents.
Select your End of Life Instructions?
Please note I wish to be cremated
Please note I wish to be buried