Selected Plan: Young Adult
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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Young Adult Info
Please provide the name of your college student. You are filling this out for them; their name will be selected as the primary” in the document while you can provide your name as their agent.
Are you a parent filling this out for your college student? *
Yes
No


Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
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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
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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.