Kevin C. Martin Attorney at Law, PLLC

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

Welcome to our Online Estate Planning Service! Getting started is quick and seamless, it takes only about 15 minutes to complete. Simply click “Next” to answer the questions on each screen. Once you’ve finished, our office will reach out to schedule a convenient appointment. 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 *

Phone Number *

Your Contact Details
Your Contact Details

Name:

Date Of Birth *

Also known as (optional)

Are you married? *

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Yes

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No

Please select "Are you married?".

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

Select your gender?

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Male

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Female

Your Address

Full Address: *

Address Line

Apartment or Suit Number

City

State

Zip Code

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Your Spouse's Details

First Name: *

Middle Name

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

Also known as (optional)

Spouse's gender?

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Male

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Female

Is your spouse’s address different from yours?

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Yes

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No

State:

Estate Valuation
The value of your estate is the combined value of all your assets.

What is the value of your estate? *

Do you own real estate outside of Washington? *

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Yes

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No

Beneficiary, Children, & Trust
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? *

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Yes

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No

Please select "Are you a parent or legal guardian of a child?".

Beneficiary Information
Name beneficiaries if you have no children.

Primary Beneficiary *

Beneficiary Date Of Birth *

If your Spouse/Primary beneficiary predeceases you, please designate contingent beneficiaries

A contingent beneficiary is a "backup" recipient in a will who receives your assets only if the primary beneficiary is unable or unwilling to inherit them.

Contingent Beneficiary *

Beneficiary Date Of Birth *

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

Spilt shares equally to all my contingent beneficiaries Spilt shares as follows to all my contingent beneficiaries

Percentage(%) *

Beneficiary Name *

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.

Select all that apply regarding your children, if any

I have children who are under 18 *

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Yes

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No

I plan on having a trust for some or all of my children *

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Yes

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No

I have children with special needs *

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Yes

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No

Guardians for Your Minor Children

A guardian cares for your child’s physical needs if you (and your spouse, if applicable) pass away before the child turns 18. For stepchildren, the surviving biological parent remains guardian unless their rights were legally terminated.

Name your preferred legal guardian(s) for your minor children. If single, list your guardians; if married and your spouse predeceases you, list who you would want as guardian(s).

Primary Guardian * Click the "+" button to add another guardian

Children Information
Name your children and/or step children. Determine how to distribution your estate and when you would distributed.

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

Child’s Name * Click “+” to add a child

Child Age *

Date of Birth *

Parents of Child *

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

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

A lump sum at age of

Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee.

Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

Serve Jointly

Spouse Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee.

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: * Click the "+" button to add another agent

spouse_Serve Jointly

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.

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

Primary Executor * Click the "+" button to add another agent

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.

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.

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

Do you want to use the same agents as your Personal Representative? *

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

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.

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

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

Please provide the information of one or more individuals who will serve as your health care agent:

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

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

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

Please provide the information of one or more individuals who will serve as your health care agent:

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

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

Engagement Letter
Thank you for submitting your information. In order to become a client of our firm, please scroll to review our Engagement Letter. You will be emailed an executed copy and will be directed to our payment portal.

I acknowledge and accept the terms outlined in this engagement letter

Submission Screen

You can review your responses on the right-hand side of each screen before submitting. After you click Submit, you’ll be all set! We’ll send you an email with your answers, and the office will reach out with the next steps.

Your Progress