Online Wills and Trusts

Welcome and Registration

Welcome to our online The process will take you 10 minutes and is very seamless. Get started, start your Application and you will be automatically registered with a login and password should you choose to return and make changes at a later time,

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

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? *

✓

Yes

✓

No

Significant retirement assets (over $2 million) *

✓

Yes

✓

No

Closely held business interests? *

✓

Yes

✓

No

Real estate assets aside from primary home? *

✓

Yes

✓

No

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

✓

Yes

✓

No

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

✓

Yes

✓

No

Either spouse is a non-US-citizen? *

✓

Yes

✓

No

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

✓

Yes

✓

No

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

✓

Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

What are your personal pronouns?

✓

he/him

✓

she/her

✓

they/them

Your Address

Full Address: *

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

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: *

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? *

✓

Yes

✓

No

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

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

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 *

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 *

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 *

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 .

Preview Answer

Your Progress