Online Wills and Trusts

Your Contact Details

Name:

Date Of Birth *

Are you 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

Gender

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Male

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Female

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

Welcome Pre-Screener

Welcome to our pre-screening process, which includes a few questions to determine your eligibility for our online estate planning service. Based on your responses, you may be able to proceed online, or we may offer you the option to request that our office contact you directly.

Assets in excess of $3.5 million? *

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Yes

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No

Significant retirement assets (over $2 million) *

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Yes

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No

Closely held business interests? *

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Yes

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No

Real estate assets aside from primary home? *

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Yes

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No

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

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Yes

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No

Pre or post-nuptial agreements, support obligations or contracts in place? *

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Yes

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No

Either spouse is a non-US-citizen? *

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Yes

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No

Is either spouse in assisted living or Skilled Nursing Facility? *

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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

Gender

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Male

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Female

State: *

Contact You

Unfortunately our online estate planner does not work with 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.

Would you like someone to reach out to you? *

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Yes

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No

Total Estate Value

What is the value of your estate? *

Revocable Trust

Trust Name *

Children and Beneficiaries

Do you have any children? *

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Yes

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No

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

My children are over the age of 18 years old *

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Yes

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No

Children Information

Child’s Full Legal Name *

Date of Birth *

Parents of Child? *

Are any of the children under 18 years old? *

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Yes

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No

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

Beneficiary Information

If you don’t have any descendants or your descendants do not survive you, do you wish to add a beneficiary?

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Yes

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No

Are any of your beneficiaries under 18? *

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Yes

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No

At what age would you like to have your beneficiary get full control of their inheritance in the place where stood a lump sum at the age

(for a person) If your beneficiary doesn’t survive you: Do you want their share to go to their children?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries?

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Yes

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No

(For a charity) If the charity isn’t in existence at the time of your death: Do you want this share to go to a different charity?

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Yes

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No

How do you wish to distribute your estate to your beneficiaries? *

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Split shares equally

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Split shares as Follows

Percentage(%)

Spouse - Beneficiary Information

If you don’t have any descendants or your descendants do not survive you, do you wish to add a beneficiary? *

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Yes

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No

Beneficiary Name

Date of Birth *

Beneficiary Type *

Beneficiary Gender *

Are any of your beneficiaries under 18? *

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Yes

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No

At what age would you like to have your beneficiary get full control of their inheritance in the place where stood a lump sum at the age

(for a person) If your beneficiary doesn’t survive you: Do you want their share to go to their children? *

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Yes

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No

Do you want their share to be distributed to your other beneficiaries? *

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Yes

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No

(For a charity) If the charity isn’t in existence at the time of your death: Do you want this share to go to a different charity?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries? *

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Yes

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No

How do you wish to distribute your estate to your beneficiaries? *

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Split shares equally

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Split shares as Follows

Percentage(%) *

Trustee

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

Primary Trustee: *

Successor Trustee: *

Financial Power of Attorney

Please name who you would like to serve as your Financial Power of Attorney, also called Durable Power of Attorney.

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Financial Power of Attorney - Spouse/Partner

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Medical Power of Attorney

Please name who you would like to serve as your Medical Power of Attorney.

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

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State *

Zip: *

Phone Number: *

Medical Power of Attorney-Spouse/Partner

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

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

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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Your Progress