LegalGEN - Questionnaire

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 married? *

✓

Yes

✓

No

Are both you and your spouse US citizens? *

✓

Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

What are your personal pronouns?

✓

he/him

✓

she/her

✓

they/them

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

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

✓

Yes

✓

No

Your Spouse Information

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)

What are your spouse's pronouns?

✓

he/him

✓

she/her

✓

they/them

Is Your spouse's address different than you? *

✓

Yes

✓

No

State: *

Estate Valuation

What is the value of your estate? *

Do you own real estate outside of the North Carolina? *

✓

Yes

✓

No

Beneficiary, Children, & Trust

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

✓

Yes

✓

No

Beneficiary Information

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

Primary Beneficiary *

If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.

Children

Select all that apply regarding your children, if any

I have children who are under 18 *

✓

Yes

✓

No

I plan on having a trust for some or all of my children *

✓

Yes

✓

No

I have children with special needs *

✓

Yes

✓

No

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 *

Children Information

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

Child’s Name *

Child Age *

Parents of Child *

How do you wish to distribute your estate to your children?

✓

Split shares equally

✓

Split shares as Follows

Percentage(%) *

Children *

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

A lump sum at age of *

Trustee

Please ensure that any individual(s) named as trustee(s) is (are) a United States citizen. Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Would you like your Primary Trustees to serve jointly? *

✓

Yes

✓

No

Primary Trustee: *

Serve Jointly

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

✓

Yes

✓

No

Spouse Trustee

Would you like your Primary Trustees to serve jointly? *

✓

Yes

✓

No

Primary Trustee: *

spouse_Serve Jointly

Executor

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

Primary Executor *

Would your Spouse/Domestic Partner like to have different Executor than you? *

✓

Yes

✓

No

Executor - Spouse/Partner

Primary Executor *

Financial DPOA:

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? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Would your Spouse/Life Partner like to have different Power of Attorney than you? *

✓

Yes

✓

No

Financial DPOA-Spouse/Partner

Primary Agent: *

Phone Number *

Address *

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? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Would your Spouse/Life Partner like to have different agents than you? *

✓

Yes

✓

No

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? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Summary

If you would like to review your responses, please review your responses on the right hand side on the specific screens. After you click submit, you will be finished and we will email your answer and the office will contact you with the next steps .

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