Online Wills and Trusts

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? *

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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
It is our belief that everyone should have an online estate plan. “This Online Estate Planning experience is for more 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 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
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) *

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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

Please select "Suffix(optional)".

Gender

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Male

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Female

State: *

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 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
The value of your total estate includes all assets held either in your individual name, jointly, or that you control. Assets can include but are not limited to real estate, your retirement accounts, any bank accounts, brokerage accounts, stocks, bonds, life insurance, business interests, automobiles, and valuable jewelry and collectibles. The value of the assets goes by either the amount of money held in the account or the fair market value of any real estate, tangible property, or intangible asset (e.g. business interest).

What is the value of your estate? *

Revocable Trust
Please provide the name you would like to have listed as your “Trust Name”. All trust names must include the words “Revocable Living Trust” at the end of the name.

Trust Name *

Children and Beneficiaries
If you have children, please select “Yes”. The next page will ask you to provide their personal information. If you do not have any children, please select “No” and the system will direct you to a beneficiary selection page.

Do you have any children? *

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Yes

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No

Children
When answering these questions, please answer the questions based on all your children including any stepchildren.

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
Please provide the full legal name, date of birth, and parental status for each child and step-child.How many children do you and/or your spouse/partner have?

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
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you are not leaving your estate to your spouse first and then to your children equally, please list your desired beneficiaries and note the percentage each will receive.

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
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you are not leaving your estate to your spouse first and then to your children equally, please list your desired beneficiaries and note the percentage each will receive.

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
A Trustee is the person who manages the assets held in trust once you have passed away. You should name a successor trustee should you and your spouse, if applicable, be unable to serve.

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
The Financial Power of attorney allows the person you name as your agent to make financial and property related decisions for you while you are alive. The power can become effective at the time you sign the document or later only in the event of your incapacity. This choice will be made at the time you sign the document with your attorney. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

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
The Financial Power of attorney allows the person you name as your agent to make financial and property related decisions for you while you are alive. The power can become effective at the time you sign the document or later only in the event of your incapacity. This choice will be made at the time you sign the document with your attorney. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

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
The Medical Power of attorney allows the person you name as your agent to make medically related decisions for you while you are alive. These powers become effective in the event of your incapacity. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

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
The Medical Power of attorney allows the person you name as your agent to make medically related decisions for you while you are alive. These powers become effective in the event of your incapacity. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

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
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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