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

Provide your details below to get started on your Plan.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

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: *

State

County *

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

Your Spouse Information

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

What is the value of your estate? *

Do you own real estate outside of the Mississippi?

✓

Yes

✓

No

Children and Beneficiaries

Do you have any children? *

✓

Yes

✓

No

Beneficiary Information

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

Select all that apply regarding your children, if any

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

✓

Yes

✓

No

Children Information

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

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

Primary Personal Representative *

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

Power of Attorney

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

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

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

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:

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 complete, you can schedule a virtual review meeting with one of our attorneys.

3. During this meeting, the attorney will review your documents with you before signing.

4. After the review, you will receive instructions to properly sign and execute your estate plan.

Important: Your estate plan is not complete until your documents are properly signed following the virtual review. Also, we are not engaged to provide assistance until payment is received.

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