Jarvis law firm

Welcome and Registration

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, our office will contact you to schedule a convenient time to meet with an attorney. You'll also be registered with a login and password, allowing you to return and update your answers anytime.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

About You

Are you married? *

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Yes

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No

Will you also be doing an estate plan for your Spouse/Life Partner? *

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Yes

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No

Legal First Name

Legal Middle Name

Legal Last Name

Your Address

Full Address: *

Gender: *

Phone Number *

Email *

Birth Date *

State

Your Spouse Information

Your spouse's Details

Spouse Legal First Name *

Spouse Legal Middle Name *

Spouse Legal 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

Gender *

State:

Children and Beneficiaries

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

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Yes

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No

Last Will & Testament: Beneficiaries

Primary Beneficiary *

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

Split shares equally to all my children beneficiaries Name someone other than children

If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.

Children

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 wish to set up a trust for all of my children *

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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

Children Information

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

Child’s Name *

Date of Birth *

Parents of Child *

How do you wish to distribute your gift to your children?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

Select at what age your child will have full access and control of their inheritances:

A lump sum at age of *

Permanent 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 * Click this "+" sign to add Primary Guardian

Phone Number *

Address *

If you name a First Co-Guardian, they will serve jointly. If you wish they serve in subsequent order, list below as Successor Guardian.

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

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Serve Jointly

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Sequantial Order

Successor Guardian * Click this plus sign to add Successor Guardian

Phone Number *

Address *

Do you have specific people you would like to exclude from being a guardian? *

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Yes

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No

Temporary/Emergency Guardians

In addition to your permanent guardians, you can name additional temporary guardians who could take immediate custody of your minor children if your permanent guardians were not immediately available. If you don’t list anyone here, it will default to your permanent guardians only.

First Additional Temporary Guardian: *

Phone Number *

Name who you wish to serve as Successor Temporary/Emergency Guardian for your minor children:

Successor Temporary/Emergency Guardian Click this "+" sign to add Guardians

Phone Number

Children’s Trustee

Add a Testamentary trust?

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Yes

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No

Spouse Trustee

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

spouse_Serve Jointly

Last Will & Testament: Naming Your Executor

Who do you wish to handle your final affairs (e.q. to be your executor)? Your executor will be responsible for paying any debts or expenses upon your passing, filing your final tax return, as well as managing and distributing your assets according to the terms of your Last Will and Testament.

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

Primary Executor *

Successor Executor: * Click this "+" sign to add Successor Executors

Spouse/Partner - Last Will & Testament: Naming Your Executor

Primary Executor *

Alternative Executor: * Click this "+"sign to add Alternative Executors

Financial Power of Attorney

In the event that you need assistance managing your finances (ie. managing your financial accounts, paying your bills, filing taxes, etc.), who would you want to act on your behalf?

Do you wish to use the same agents as you did for the Executor(s) of your Will? *

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Yes

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No

Primary Agent: *

Would you like your Financial Alternative Agents to serve jointly or sequentialy?

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Jointly

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Sequentially

Spouse/Partner – Financial Power of Attorney

Primary Agent: *

Would like your Power of Attorney to serve jointly?

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Yes

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No

Successor Agent : *

Would like your Successor Power of Attorney to serve jointly?

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Yes

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No

Health Care Power of Attorney

In the event that you are unable to make your own healthcare decisions, who would you want to make healthcare decisions for you?

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

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Yes

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No

Primary Agent : Full Legal Name: *

Address: *

Phone Number: *

Relationship Type *

Alternative Agent: * Click this "+" sign to add Alternative Agents

Address: *

Phone Number: *

Relationship Type *

Spouse/Partner – Health Care Power of Attorney

Do you wish to use the same agents as your Power of Attorney? *

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Yes

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No

Would like your agents to serve jointly? *

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Yes

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No

Primary Agent : Full Legal Name: *

Address: *

Phone Number: *

Relationship Type *

Alternative Agent: * Click this "+" sign to add Alternative Agents

Address: *

Phone Number: *

Relationship Type *

Living Will

Would you like to include a Living Will? *

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Yes

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No

Would your spouse/partner like to include a Living Will? *

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Yes

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No

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 prompted to schedule a meeting with a legal professional to review your documents.

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