Online Wills and Trusts

Welcome and Registration
Please use your legal name as it appears on your license or government-issue ID

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
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 Contact Details
Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

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Yes

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No

Are both you and your spouse US citizens? *

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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: *

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

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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

✓

Sr

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II

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III

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Other

Please select "Suffix(optional)".

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 than you? *

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Yes

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No

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

Estate Valuation
The value of your estate is the combined value of all your assets.

What is the value of your estate? *

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

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Yes

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No

Beneficiary, Children, & Trust
If Yes If you have Children, you will be provided with the option to establish a Testamentary trust for your children. If No If you do not have children and you do not have a spouse, you can name beneficiaries.

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

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Yes

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No

Beneficiary Information
Name beneficiaries if you have no children.

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 the options that apply to you. For children under 18, you will be required to select a guardian and trustee. If your children are over 18 or you do not wish to leave a trust, then you your children will receive your estate outright.

Select all that apply regarding your children, if any

I have children who are under 18 *

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Yes

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No

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

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Yes

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No

I have children with special needs *

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Yes

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No

Guardians for Your Minor Children
Guardian is a person who takes care of the physicall needs of your child until they turn 18. If you have step children, then the surviving bioligical parent is presumed to be guardian, unless their rights have been legally teminated. You can overwrite primary Guardian

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
Name your children and/or step children. Determine how to distribution your estate and when you would distributed.

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?

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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 *

Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary 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? *

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Yes

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No

Primary Trustee: *

Serve Jointly

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

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Yes

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No

Spouse Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee.

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

spouse_Serve Jointly

Executor
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary 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? *

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Yes

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No

Executor - Spouse/Partner
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.

Primary Executor *

Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

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 *

Address *

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

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Yes

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No

Financial DPOA-Spouse/Partner
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

Primary Agent: *

Phone Number *

Address *

Health Care POA
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

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 *

Address *

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

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Yes

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No

Health Care POA - Spouse/Partner
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

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 *

Address *

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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