Legacy Legal, PLLC

Registration Info

Get started, provide your information below and provide your Child's info on the next page

First Name *

Middle Name *

Last Name *

Email *

Password *

Cell *

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you legally married? *

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Yes

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No

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

What are your personal pronouns?

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he/him

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she/her

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they/them

Your Address

Full Address: *

State *

Zip Code *

Is Your mailing address the same as your home address? *

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Yes

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No

Your Spouse Information

Your spouse's Details

First Name: *

Middle Name *

Last Name: *

Email *

Date Of Birth *

Cell *

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)

What are your spouse's pronouns?

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he/him

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she/her

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they/them

Is your spouse's address different from yours? *

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Yes

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No

State: *

Estate Planning Community

Are you a PBA client? *

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Yes

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No

Children and Beneficiaries

Are you a parent or legal guardian of a child? *

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Yes

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No

Beneficiary Information

Please add one ore more beneficiaries. Your assets will be split equally amongst those beneficiaries.

Primary Beneficiary *

Beneficiary Date Of Birth *

If your spouse/Pirmary beneficiary predeceases you, please designate alternate beneficiaries

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(%) *

Benificiary Name *

Children

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old *

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Yes

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No

I have one or more children with special needs *

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Yes

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No

I wish to set up testamentary trusts for all my children

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Yes

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No

Children Information

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

Child’s Name *

Child’s Gender *

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 *

Select your child/children's age to distribute the principal trust

A lump sum at age of *

Guardians for Your Minor Children

Name who you wish to be legal guardian(s) for your minor children:

(If a guardian is married, then hit 'add' to include their spouse.)

Primary Guardian *

Address *

Name who you wish to be alternative guardian(s) for your minor children if your spouse is unable to serve as guardian:

Would you like your alternative guardians to serve jointly? *

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Serve Jointly

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Sequantial Order

Personal Representative

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

Primary Executor *

Primary Executor Address *

Personal Representative - Spouse/Partner

Primary Executor *

Personal Representative Address *

Would you like your Personal Representative to serve jointly? *

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Yes

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No

Financial Power of Attorney

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: *

Phone Number *

Email *

Address *

Financial POA-Spouse/Partner

Primary Agent: *

Phone Number *

Email *

Address *

Would like your Power of Attorney to serve jointly? *

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Yes

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No

Health Care POA

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: *

Phone Number *

Email *

Address *

Health Care POA - Spouse/Partner

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: *

Phone Number *

Email *

Address *

Would like your agent(s) to serve jointly? *

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Yes

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No

Living Will

Would you like to include a Living Will? *

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Yes

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No

Additional Information

Additional details can include any further questions you have, a general overview, or specific instructions for your trust, such as directing assets to your spouse first, then to your children.

Please add any additional facts that you would like to have reviewed or added to your estate planning *

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Add Additional information

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Nothing at this time

Additional Information

Signing Your Documents

How would you like to execute your estate plan? *

Congratulations!

Congratulations! You have completed your online estate plan interview!

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your answered questions to us.

This is a huge step in getting your estate plan done. Once you click ‘Submit’, you will be directed to a webpage where you will be able to pay for your estate plan if you choose to do so. Either or you will then be directed to click the button to schedule a virtual review meeting with us. Your virtual review meeting will be with a member of our staff so that we may personally review your documents with you prior to you signing them. After your review meeting, you will receive instructions so that you can have your estate plan signed and executed.

Important: Even though you have completed this interview, your estate plan is not complete until you properly execute your documents following a virtual review meeting with one of our attorneys. Please also note that we are not engaged to help you until you have completed the questionnaire and paid for your plan.

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