Selected Plan: Power Of Attorney
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.
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Your Contact Details
Your Contact Details
Name:
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Are you married? *
Yes
No
Please select "Are you married?".
Suffix (optional)
Jr
Sr
II
III
Other
Select your gender?
Male
Female
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Is Your mailing address the same as your home address?
Yes
No

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 agent


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

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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 Financial Durable POA? *
Yes
No
* Click the "+" button to add another agent

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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.