Registration Info Welcome to our online Adult Incapacity Plan! 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.
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Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Financial Power of Attorney A Power of Attorney Agent is the person you name in your Power of Attorney to step into your shoes to handle (financial matters for you) .When the Power of Attorney Agent has power to act, they then have legal authority to carry out what is authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking a Power of Attorney Agent, since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor . In a way, they can be similar roles – it’s just that the Power of Attorney Agent can only act on your behalf during your life and the Executor can only act when appointed by the Probate Court after your death. Because of this, it’s not uncommon to have the same helper serving in both roles. If you choose to have your agents serve jointly, your agents will have to make decisions together by majority decision. In choosing whether your agents should serve jointly, you should consider whether your agents would be able to get along and make decisions together. If you select that you would like your agents to serve jointly, you will want to select the “serve jointly” button next to each agent who you wish to have serve jointly. If you wish to have only two agents serve jointly and another agent serve individually, please only select the box next to the two joint agents and leave the box unselected next to the agent you wish to serve individually.
Financial POA-Spouse/Partner A Power of Attorney Agent is the person you name in your Power of Attorney to step into your shoes to handle (financial matters for you) .When the Power of Attorney Agent has power to act, they then have legal authority to carry out what is authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking a Power of Attorney Agent, since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor . In a way, they can be similar roles – it’s just that the Power of Attorney Agent can only act on your behalf during your life and the Executor can only act when appointed by the Probate Court after your death. Because of this, it’s not uncommon to have the same helper serving in both roles. If you choose to have your agents serve jointly, your agents will have to make decisions together by majority decision. In choosing whether your agents should serve jointly, you should consider whether your agents would be able to get along and make decisions together. If you select that you would like your agents to serve jointly, you will want to select the “serve jointly” button next to each agent who you wish to have serve jointly. If you wish to have only two agents serve jointly and another agent serve individually, please only select the box next to the two joint agents and leave the box unselected next to the agent you wish to serve individually.
Health Care POA Your Health Care Agent will make medical decisions for you if you are incapacitated and unable to do so yourself. When picking a Health Care Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as to you regarding medical care. If your doctors ever need to say that there is nothing further they can do except to keep you “hooked up” to machines, and you would not want that, don’t pick someone who would feel the opposite or too burdened to have to make those kind of decisions. If you choose to have your Health Care Agent serve jointly, your Health Care Agents will have to make decisions together by majority decision. In choosing whether your Health Care Agents should serve jointly, you should consider whether your Health Care Agents would be able to get along and make decisions together. If you select that you would like your Health Care Agents to serve jointly, you will want to select the “serve jointly” button next to each Health Care Agent who you wish to have serve jointly. If you wish to have only two Health Care Agents serve jointly and another Health Care Agent serve individually, please only select the box next to the two joint Health Care Agents and leave the box unselected next to the Health Care Agent you wish to serve individually.
Health Care POA - Spouse/Partner Your Health Care Agent will make medical decisions for you if you are incapacitated and unable to do so yourself. When picking a Health Care Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as to you regarding medical care. If your doctors ever need to say that there is nothing further they can do except to keep you “hooked up” to machines, and you would not want that, don’t pick someone who would feel the opposite or too burdened to have to make those kind of decisions. If you choose to have your Health Care Agent serve jointly, your Health Care Agents will have to make decisions together by majority decision. In choosing whether your Health Care Agents should serve jointly, you should consider whether your Health Care Agents would be able to get along and make decisions together. If you select that you would like your Health Care Agents to serve jointly, you will want to select the “serve jointly” button next to each Health Care Agent who you wish to have serve jointly. If you wish to have only two Health Care Agents serve jointly and another Health Care Agent serve individually, please only select the box next to the two joint Health Care Agents and leave the box unselected next to the Health Care Agent you wish to serve individually.
Living Will A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery. If you choose to have multiple Living Will Agents serve jointly, your Living Will Agents will have to make decisions together by majority decision. In choosing whether your Living Will Agents should serve jointly, you should consider whether your Living Will Agents would be able to get along and make decisions together that are consistent with your beliefs. If you don’t have your agents serve jointly, they will be able to serve individually, with each having the power to act individually or jointly under your Living Will document.
Signing Your Documents Some state laws require that certain parts of your health care documents be notarized and witnessed by two disinterested individuals. This means that the notary and two witnesses must not be an agent or beneficiary in your documents. If the documents are not signed properly, there is a risk that they will not be legally valid documents. To best assist you in making sure your documents are signed properly, we have designed two options that you can choose from to have your documents executed: You may choose to come to our office location where our team will have all your documents printed and ready for your signatures. We provide the notary and two witnesses. All you have to do is schedule a time and come visit! You may also choose to sign your estate planning documents virtually/remotely. If your state allows it, we will coordinate with you a date with our online notary to execute your documents right from your residence. You will need a computer with a camera and microphone for this option. Generally this is a $75 charge for this option additionally. This will still create a legally binding document. In order to use this option, you may be required to have 2 witnesses with you who are not named in the will. The last option is the cost of drafting valid estate planning documents. You will be able to confirm that the questionnaire was correctly completed and our office will confirm your choices with you. After a legal review of your documents and payment, we will then send you the documents to be able to be printed and executed by you.
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