Welcome and Registration Please use your legal name as it appears on your license or government-issue ID
Your Contact Details Your Contact Details
Your Contact Details Continued Your Contact Details
Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Estate Valuation The value of your estate is the combined value of all your assets.
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.
Beneficiary Information
Children Select the options that apply to you. For children under 18, you will be required to select a guardian and trustee. If your children are over 18 or you do not wish to leave a trust, then you your children will receive your estate outright.
Guardians for Your Minor Children Guardian is a person who takes care of the physicall needs of your child, when both the applicant and/or applicant and spouse until they turn 18. If you have step children, then the surviving bioligical parent is presumed to be guardian, unless their rights have been legally teminated. You can overwrite primary Guardian
Children Information Name your children and/or step children. Determine how to distribution your estate and when you would distributed.
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.
Executor - Spouse/Partner 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.
Financial DPOA: Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
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.
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
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
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.
HIPAA Agents Spouse/Partner 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.