Southmselderlaw

Welcome to the Mayhone Elder Law Online Estate Plan Questionnaire!

Before you begin, here are a few tips to guide you:

1. Answer thoughtfully, but do not overthink it. These questions are designed to help you consider important decisions. All responses will be reviewed by a qualified attorney and can be revised as needed.

2. The process is quick and easy, typically taking about 15–20 minutes to complete.

3. You can revisit the site at any time to make updates or changes using the username and password you created.

4. Once you are satisfied with your answers, click “Submit” to finalize them. You will then be directed to complete payment for your plan.

5. After submission and payment, a licensed attorney will review your responses and prepare the documents for signing.

Note: If you run into any issues or problems, reach out to our team for assistance at (228) 215-1223

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

Provide your details below to get started on your Plan.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details
If you are married, your spouse will be defaulted as your primary agent throughout this interview. Please know that you are not required to have your spouse as your primary agent and you may choose to have another individual act as your primary helper.Please submit all answers with the proper capitalization. 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 middle name or initial 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 name in the “also known as” field. Also known as names are names that you may regularly use for financial documents, health care policies, or just more commonly known as.

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: *

State

County *

Next, we’ll ask you a few questions to help design your plan. Let’s get started!

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Your spouse's Details

Spouse Legal First Name *

Spouse Legal Middle Name

Spouse Legal Last Name *

Email *

Date Of Birth *

Cell *

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Also known as(optional)

Gender

✓

Male

✓

Female

Is Your spouse's address different than you? *

✓

Yes

✓

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, life insurance, business interests, 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? *

Do you own real estate outside of the Mississippi?

✓

Yes

✓

No

Children and Beneficiaries
If you have children, you will be provided with the option to establish a testamentary trust for their benefit. A testamentary trust is a trust created after your passing. The trust is held for the benefit of your children until they reach a certain age. This allows for a trustee to manage a child’s inheritance until they reach a mature age.

Do you have any children? *

✓

Yes

✓

No

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 chose to leave your assets to a charity, please provide the full name of the charity and the location of the charity. Please note that a beneficiary takes assets that go through the Will. Assets that have named beneficiaries will follow those private institutions guidelines rather than the distributions of your Will. Make sure you pay attention to both.

Primary Beneficiary * Click the "+" button to add another individual.

Relationship Type: *

How Do You Wish To Distribute Your Estate To Your Beneficiaries? *

Split shares equally to all Beneficiaries Split shares as Follows

Percentage(%)

Next Screen The person who handles your estate under your Will is the Personal Representative (used to be called the Executor).

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

Select all that apply regarding your children, if any

Do you have any children under the age of 18? *

✓

Yes

✓

No

Children Information
• Please provide the full legal name, date of birth, and parental status for each child and step-child. • A Guardian is a person who is responsible for the day to day needs of a minor child and who steps into your role of being the parent if you are no longer living or unable to care for your child.

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

Child’s Full Legal Name *

Date of Birth *

Child’s Relationship *

Parents of Child? *

Are any of the children under 18 years old? *

✓

Yes

✓

No

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

✓

Split shares equally

✓

Split shares as Follows

Percentage(%) *

Children *

Personal Representative
The Personal Representative is the person who is appointed to handle the estate once you have passed away. The Personal Representative’s job is to determine and obtain access to the estate assets, make sure that the expenses and taxes are paid and then make distributions of remaining assets to those named as beneficiaries. The Personal Representative’s role is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions.

Your Personal Representative is the person responsible for carrying out the instructions and wishes stated in your will. This includes managing your estate, paying any debts or taxes, and distributing your assets according to your wishes.

If you are married or have a domestic partner, they are typically assumed to serve as your Personal Representative unless you specify otherwise. This means that, by default, your spouse or partner will be responsible for handling your estate matters. Please provide at least one alternate Personal Representative as a backup, in case your primary representative is unable or unwilling to serve.

Please list at least one other individual to be named as Alternate Personal Representative.

Primary Personal Representative: *

Alternate Personal Representative: * Click the "+" button to add another alternate agent.

Personal Representative-Spouse/Partner
The Personal Representative is the person who is appointed to handle the estate once you have passed away. The Personal Representative’s job is to determine and obtain access to the estate assets, make sure that the expenses and taxes are paid and then make distributions of remaining assets to those named as beneficiaries. The Personal Representative’s role is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions.

Primary Personal Representative *

Alternative Personal Representative: * Click the "+" button to add another alternate agent.

Power of Attorney
The Power of Attorney allows the person you name as your agent to make legal and financial related decisions for you while you are alive. The power will become effective at the time you sign the Power of Attorney and will continue in the event of your incapacity. The Power of Attorney powers stop upon your death. It is recommended that you name one primary (typically spouse/partner if married) and at least one alternate agent.

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 *

Full Address: *

Alternative Agent: * Click the "+" button to add another alternative agent

Phone Number: *

Full Address: *

Power of Attorney-Spouse/Partner
The Power of Attorney allows the person you name as your agent to make legal and financial related decisions for you while you are alive. The power will become effective at the time you sign the Power of Attorney and will continue in the event of your incapacity. The Power of Attorney powers stop upon your death. It is recommended that you name one primary (typically spouse/partner if married) and at least one alternate agent.

Do you want same spouse agents as Personal Representative Spouse? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Alternative Agent: * Click the "+" button to add more agents.

Phone Number *

Address *

Health Care Power of Attorney
The Healthcare 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 and at least one alternate agent.

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: *

Alternative Agent: * Click the "+" button to add more agents.

Would you like to be an organ donor?

✓

Yes﹐for transplantation purposes only

✓

Yes﹐for transplantation﹐education and/or research

✓

No

Health Care Power of Attorney Spouse/Partner
The Healthcare 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 and at least one alternate agent.

Provide health care agent to make medical conditions on your behalf

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: *

Alternative Agent: * Click the "+" button to add more agents.

Would you like to be an organ donor?

✓

Yes﹐for transplantation purposes only

✓

Yes﹐for transplantation﹐education and/or research

✓

No

Living Will Question:
A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. In other words, if you treating physicians advise your Health Care Proxy Agent that there is nothing further they can do to help you recover, this would be your written declaration that you would not want any further extraordinary measures, having a Living Will take the pressure off of your Health Care Proxy Agent from having to make that decision for you.

Would you like to include a Living Will? *

✓

Yes

✓

No

Congratulations! You have completed your online estate plan interview!

Please review your responses carefully. Once you’re satisfied, click ‘Submit’to send your interview to us. This is an important step toward completing your estate plan.

After submitting:

1. You will be directed to a webpage to pay for your plan.

2. Once payment is received, our office will reach out to schedule your plan review and signing session.

3. During this session, our team will walk you through your plan, answer any questions, and ensure everything reflects your wishes.

4. After the review, we’ll guide you through the proper signing and execution process so you leave with a fully active and effective plan.

Important: Your estate plan is not complete until it is properly signed and executed. We are not engaged to provide assistance until payment has been received.

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