Selected Plan: Legal Services Plan
Legal Services Plan Registration
Please use your legal name as it appears on your license or government-issue ID
Please enter your full legal name and your legal plan member information exactly as it appears in your benefits records. This information helps us verify eligibility and complete your documents accurately.
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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

Plan Provider Selection
Which legal plan provider do you have? *
MetLife
ARAG
Please select "Which legal plan provider do you have?".

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? *
Yes
No
Please select "Are you a parent or legal guardian of a child?".

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.