KMS Law Office - protecting your legacy - Questionnaire

Registration Info

Your full legal name is required for your estate planning documents. This would be the name listed on your social security card, passport, or other federal identification documents. Please be sure to include your middle name or initial if listed on your documentation.Provide your details below to get started on your Online Will

Provide your details below to get started on your Online Will

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Welcome Pre-Screener
It is our belief that everyone should have an estate plan. However, estate plans are not “one size fits all”. This Online Estate Planning experience is only for very basic (i.e. a married person who wants to leave all their assets to their spouse then children or a single person who wants to leave all their assets to their children). This pre-screener will help you to know if this is right for you.

Welcome to the KMS Law Offices, LLC Online Estate Planning experience. This is a new program meant to streamline the process for a basic estate plan. In order to see whether you qualify, we need to ask you a few questions. Never fear! If you do not qualify for our Online Estate Planning experience, we can still assist you. Please begin by answering the following:

Do you (and your spouse, if applicable) have:

Assets in excess of $5 million? *

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Yes

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No

Oil and gas interests? *

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Yes

✓

No

Significant retirement assets (over $3 million or more than 6 accounts)? *

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Yes

✓

No

Digital Assets (Bitcoin or other cryptocurrencies) *

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Yes

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No

Complex compensation assets (deferred comp, stock options, etc.) *

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Yes

✓

No

Desire to leave tangibles separately from the residue of the estate *

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Yes

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No

Closely held business interests? *

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Yes

✓

No

Real estate assets aside from primary home *

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Yes

✓

No

Desire to protect assets from creditors past beneficiaries turning age 21? *

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Yes

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No

Debt which exceeds assets (insolvent estates are extremely complex)? *

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Yes

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No

Owning unsecured debt (i.e. family owes you money)? *

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Yes

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No

Pre or post-nuptial agreements, support obligations or contracts to make a will in place? *

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Yes

✓

No

Either spouse is a non US-citizen? *

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Yes

✓

No

Owning copyright or patents *

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Yes

✓

No

Either spouse is a current beneficiary of a trust? *

✓

Yes

✓

No

Either spouse has filed a federal gift tax return *

✓

Yes

✓

No

Contact You
Our office would like to discuss an Estate Plan option specifically for your needs. One of our qualified attorneys will be happy to assist in determining a plan just for you. We will contact you as soon as possible with the information you have provided.

Unfortunately our online estate planning tool does not work for potential clients who answer yes to questions on the pre-screener. However, we would be happy to talk to you about a solution that might work. Please indicate below if you would like someone to reach out to you to see if we offer a solution that may be a better fit for you.

Would you like someone to reach out to you? *

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Yes

✓

No

Your Contact Details
Please submit all answers with the proper capitalization and do not abbreviate any addresses or states. Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your full middle name if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other names in the “also known as” field.

Name:

Date Of Birth *

Are you married? *

✓

Yes

✓

No

Are both you and your spouse US citizens? *

✓

Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender

✓

Male

✓

Female

Your Address

Full Address: *

State

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 *

Cell *

Suffix(optional) *

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Please select "Suffix(optional)".

Also known as(optional)

Gender

✓

Male

✓

Female

Is your spouse's address different than yours? *

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Yes

✓

No

State:

Children and Beneficiaries

If you have children, your Wills will be drafted to establish a testamentary trust for each child’s benefit. A testamentary trust is a trust created after your passing and requires no administration or tax returns during your lifetime. The testamentary trust is held for the benefit of each of your children until they reach age twenty-five. This allows for a trustee to manage a child’s inheritance until they reach a mature age. Any child who is already twenty-five when the survivor of you dies will receive their share of your estate outright.

Are you the parent of a child? *

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Yes

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No

Beneficiary Information

Please remember, if you are married, this estate planning tool will leave your estate to your spouse. The distribution of property you determine on this page will only happen if your spouse dies before you do. This section allows you to name a beneficiary to receive your assets upon your death through your last will and testament. A beneficiary may be an individual or a charity. If you choose to leave any of your assets to a charity, please enter the charity’s address after the charity’s full name. In the event your beneficiary predeceases you, please select either the per stirpes or per capita designation. The per stirpes designation will pay your deceased beneficiaries’ share to that beneficiaries’ descendants. The per capita designation will distribute your estate to your remaining living beneficiaries. Your Last Will and Testament will distribute assets in your estate at the time of your death. Any assets that have named beneficiaries, like life insurance or retirement accounts, will follow those instructions rather than your Last Will and Testament. It is important to consider both types of assets when deciding how your estate will be divided.

Beneficiary * Click the "+" button to add another individual.

Relationship Type: *

Address: *

How Do You Wish To Distribute Your Estate To Your Beneficiaries? *

Split shares equally to all Beneficiaries Split shares as Follows

Percentage(%)

Note: If the beneficiaries should predecease you then their share will be distributed to their descendants

Children Information

Please provide the full legal name, date of birth, and marital and parental status for each child. Lawyerly requires you to leave your entire estate to your spouse, if you have one, and then to your children equally. If that is not your desire, then please Click Here

How many children do you have?

Child’s Full Legal Name *

Date of Birth *

Guardians for Your Minor Children
In your Will, it is important to designate a Guardian for your minor child or children. A Guardian is responsible for raising your child and steps into your role as a parent if you are no longer living. A successor should be considered if you are naming someone who is older than you (ie your parent) so that a back up is in place in case your first choice cannot serve.

If something happened to you and your spouse, whom would you designate to raise your minor children?

Primary Guardian *

Successor Guardian: * Click the "+" button to add another Guardian.

Tangible Personal Property

Your tangible personal property includes the contents of your home (jewelry, furnishings, artwork, collectible items, cars, etc.). Please tell us to whom your tangible personal property only should pass. These items will be split equally among your named beneficiaries.

Beneficiary Name *

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.

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

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

Would your Spouse like to have different Trustee than you? *

✓

Yes

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No

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.

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

Executor
Under this plan, you will each serve as Executor for your spouse and you will need to name a successor to serve at the second death. The Executor’s role is to gather your assets, value them, report them to the Commonwealth for taxation purposes, pay any expenses and taxes due and then make distributions of remaining assets to the beneficiaries as designated in your Will. Consider naming someone that has excellent judgment, is organized, is willing to work with an attorney and accountant to assist with the administration, and most importantly whom you trust.

Your spouse will be appointed as your Executor. If your spouse is unable to serve, whom would you designate to serve as your Executor?

Executor : *

Successor Executor : * Click the "+" button to add another individual.

Would your spouse prefer to appoint a different Personal Representative than the one(s) you have selected? *

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Yes

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No

Personal Representative - Spouse/Partner

Please enter your Personal Representative information on this page. A Personal Representative’s job is to locate and manage the deceased’s assets, ensure that expenses and taxes are paid, and distribute the remaining assets to the beneficiaries named in the deceased’s Last Will and Testament. The role of a Personal Representative is both financial and managerial. When selecting someone for this role, consider naming a person who is good with finances or who is willing to seek professional guidance to make prudent and reasonable decisions.

Primary Personal Representative * Click the "+" button to add another individual.

Financial Power of Attorney
Financial Powers of Attorney authorize each of you to deal completely with the assets of the other. The powers are effective immediately and are “durable” (meaning that they remain in effect even after incapacity). The powers are of no effect after death. This plan will designate your spouse as your Agent. You should select a successor Agent to serve if your spouse is unable. The role of the Agent is to manage your financial affairs if you are disabled. It is very important that you have complete trust in your Agent as you are giving them access to your money and other assets. If you don’t have a successor you trust, leave this blank and only name your spouse.

Your spouse will be appointed as your Agent under the Financial Power of Attorney. If your spouse is unable to serve, whom would you designate as your Agent?

Do you wish to use same agents as your Executor? *

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Yes

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No

Primary Agent: *

Successor Agent : * Click the "+" button to add another individual.

Would your spouse prefer to appoint different agents for their Financial Power of Attorney than the ones you’ve chosen? *

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Yes

✓

No

Financial Durable POA-Spouse/Partner

Your Financial Power of Attorney Agent is the person you name to step into your shoes to handle financial matters for you and has legal authority to carry out the powers 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 your Financial Power of Attorney Agent(s), 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. It is not uncommon to have the same person serving in both roles. By default, powers of attorney are durable, meaning they are effective immediately and remain in effect even if you become incapacitated. If you prefer a springing power of attorney—which becomes effective only upon your incapacitation—or another arrangement, please contact our office for comprehensive planning by calling: 931-651-1900.

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

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

✓

No

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

Phone Number *

Address *

Would you like to be an organ donor? *

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Yes﹐for transplantation purposes only

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Yes﹐for transplantation﹐education and/or research

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No

Health Care Power of Attorney and Living Will
The Living Will form in Pennsylvania is taken from the Pennsylvania statute. Please note that the form is effective only if you are permanently unconscious or if death is imminent and you are unable to express your wishes. The Limited Power of Attorney for Health Care is a broader document covering not only “end of life” decisions, but any medical situation where you are unable to act on your own behalf, even if temporary. Each of you names your spouse as Agent to make medical treatment decisions for you. You should choose a successor agent to serve in the event your spouse cannot serve for you.

Your spouse will be appointed as your Agent to make medical decisions for you if you are unable. If you spouse is unable to serve, whom would you designate as your Agent? This will apply in the event you are temporarily unable to make decisions and in end-of-life discussions.

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

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Yes

✓

No

Agent Name: *

Successor Agent : * Click the "+" button to add another individual.

Would your spouse prefer to appoint different agents for their Advance Healthcare Directive of Attorney than the ones you’ve chosen? *

✓

Yes

✓

No

Advance Health Care Directive Agent (Spouse)

Your Advance Health Care Directive Agent will make medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking an Advance Health Care Directive Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care.

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

Do you wish to use the same agents as your Health Care POA? *

✓

Yes

✓

No

Agent Name: * Click the "+" button to add another individual.

Relation *

Home Phone *

Mobile Phone

Address *

Signing Your Documents
Signing Your Documents:

Pennsylvania law requires that your documents be notarized and witnessed by two disinterested individuals to be self-proving (for the Will) and valid (for the Financial Power of Attorney). If the documents are not signed properly, there is a risk that they will not be legally valid documents. We will send you a federal express package with your documents ready to be executed. We will provide you with written instructions and are available to answer any of your questions regarding signing your documents. You will need to find and provide your own notary and two witnesses who are not named in your documents. We recommend going to your local bank if they offer this service, or going to your local UPS store, which has notaries on staff and can often provide witnesses as well.

Engagement Letter

Download

Submission Screen

If you would like to edit or review your responses, you can select each screen on the right or bottom, you can select each screen and review your answer or select the previous button which will open a print screen page. Click the “Submit” button below to be directed to a page where you will be able to pay for your estate planning documents you selected. Once you have paid for your documents, your information will be sent to our office, and you will then be prompted to schedule a phone call or Zoom meeting to review your documents with a legal professional.

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