metaverselawgroup

Welcome to the Metaverse Justice Group's Online Estate Planning Questionnaire

This secure online questionnaire is designed to make the estate planning process simple and efficient. Most clients complete it in approximately 10 minutes.

Instructions for clients:

• Users should click “Next” to proceed through each section.

• Responses do not need to be perfect; answers will be reviewed during a follow-up meeting.

• Users will be registered with a username and password, allowing them to return and update their answers at any time.

• Each questionnaire page includes a question mark icon at the top, which serves as the Help button. You may click this icon at any time for clarification on how to complete the fields. The Help button also provides the contact phone number and email address you can use if you encounter any issues or need assistance.

• Upon completion of the questionnaire, the office will contact the client to schedule a meeting to review the estate plan.

Click ‘Next’ to begin.

Note: If you run into any issues or problems, reach out to our team for assistance at (415) 843-1529 or email support@legalgen.com.

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

Please provide your contact information below to get started with your Estate Planning Questionnaire. Your responses will be carefully reviewed by our legal team.

Legal First Name *

Legal Middle Initital

Legal Last Name *

Email *

Password *

Phone Number *

Next, we’ll ask a few questions to help us design a plan tailored to your needs.

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 State of California? *

✓

Yes

✓

No

Metlife Information
MetLife requires a case number for each document we prepare for you. Regardless of your marital status, please supply four (4) case numbers for a will-based plan with outright distribution, and five (5) case numbers if there is a trust for minor children.

Eligibility ID *

Metlife Member Name *

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.

Name:

Date Of Birth *

Also Known As

Are you married? *

✓

Yes

✓

No

Please select "Are you married?".

Select Name Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender *

✓

Male

✓

Female

Please select "Gender".

Your Address

Full Address: *

State

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

Important: Please enter your spouse’s legal name exactly as it appears on their license or government-issued ID. This information is used to prepare legal estate planning documents, and accuracy is required to avoid delays or corrections.

Your Spouse/Domestic Partner Information

Spouse Legal First Name *

Spouse Legal Middle Initital

Legal Last Name *

Email *

Date Of Birth *

Phone Number *

Select Name Suffix (optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender

✓

Male

✓

Female

Also Known As

State:

Revocable Trust
REMINDER: The benefits of a Revocable Trust include.
•(1) Avoid probate.
•(2) Protection for children’s inheritance.
• NOTE: Check your engagement letter to see if you have coverage or reach out to us if you have further questions.

NOTE: It is assumed that you will be doing a Revocable trust centered estate plan.

Trust Name

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.

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

✓

Yes

✓

No

Children
When answering these questions, please include all of your children including any step-children. For children under the age of 18, you will be required to name a guardian for them in the will. By setting up a separate share trust inside your Revocable Living Trust for your children, you will be able to appoint a “trustee” to manage your children’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child as the trustee sees fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance. If you do not choose to set up a trust for your child's inheritance, it will go outright to the child, meaning they have full access and control once they reach the age of majority. Please note that a child under the age of 18 years old, will automatically have their inheritance go into a trust to be managed by an adult.

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old *

✓

Yes

✓

No

One or more of my children are under the age of 30 years old *

✓

Yes

✓

No

I have one or more children with special needs *

✓

Yes

✓

No

Guardians for Your Minor Children
It is important to put in your Will who you prefer to serve as the Guardian of your minor children. 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. A surviving spouse or the surviving biological parent is typically named as the first guardian though you may choose a different order depending on the circumstances. If you choose to have your Guardians serve jointly, your Guardians will have to make decisions together by majority decision. In choosing whether your Guardians should serve jointly, you should consider whether your Guardians would be able to get along and make decisions together. If you select that you would like your Guardians to serve jointly, you will want to select the “serve jointly” button next to each Guardian who you wish to have serve jointly. If you wish to have only two Guardians serve jointly and another Guardian serve individually, please only select the box next to the two joint Guardians and leave the box unselected next to the Guardian you wish to serve individually.

Name who you wish to be legal guardian(s) for your minor children:

First Guardian: *

Name who you wish to be alternative guardian(s) for your minor children if your spouse is unable to serve as guardian

Would you like your alternative guardians to serve jointly?

✓

Yes

✓

No

Alternative Guardian: *

Children Information
When answering these questions, please answer the questions based on all your children including any stepchildren. By setting up a trust for your child(ren), you will be able to appoint a trustee to manage your children’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child(ren) as they see fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance. If you do not choose to set up a trust for your child, their inheritance will go to them outright, meaning they have full access and control once they reach the age that you predetermine, up to age 25.

Child’s Full Legal Name *

Date of Birth *

Parents of Child? *

Child Gender *

Child Age

Parents of Child?

Relationship

How do you wish to distribute your gift to your children?

✓

Split shares equally

✓

Split shares as Follows

Percentage(%)

Children

Beneficiary Information
In deciding how to distribute your assets, please note that if you are married, we assume that you will leave all of your assets to your spouse and then your children (if applicable). In this section, you are being asked to designate a beneficiary to receive your assets if you are not married at the time of your death and have no children. Your beneficiary may be an individual(s) or a charity. If you decide to leave assets to a charity, please provide the full name and location of the charity. NOTE: Your beneficiary will only receive assets that pass through your Will. Assets that have named beneficiaries, such as life insurance policies, retirement accounts, annuities, etc., will be distributed according to the beneficiary forms you completed.

Primary Beneficiary : Click "+" button to add more names

How do you wish to distribute your estate to your primary beneificaries *

✓

Split shares equally to all my beneficiaries

✓

Split shares as follow

Percentage(%)

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 be your spouse or primary trustee not service. 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. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together. If you select that you would like your Trustees to serve jointly, you will want to select the “serve jointly” button next to each Trustee who you wish to have serve jointly. If you wish to have only two Trustees serve jointly and another Trustee serve individually, please only select the box next to the two joint Trustees and leave the box unselected next to the Trustee you wish to serve individually.

Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Please ensure that any individual(s) named as trustee(s) is (are) a United States citizen. Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Primary Trustee: * Click "+" button to add more names

Successor Trustee: * Click "+" button to add more names

Would you like your Successor Trustees to serve jointly or Individually?

✓

Serve Jointly

✓

Individually

The person who handles your estate under your Will is the Executor.

Spouse Trustee
A Trustee is the person who manages the assets held in trust. Your Spouse will be your default trustee. You can name an alternative trustee should be your spouse or primary trustee not service. The Personal Representative is the person who administers the estate. Its common to have the same person be the Personal Representative and Trustee. You can overwrite Primary Trustee. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together. If you select that you would like your Trustees to serve jointly, you will want to select the “serve jointly” button next to each Trustee who you wish to have serve jointly. If you wish to have only two Trustees serve jointly and another Trustee serve individually, please only select the box next to the two joint Trustees and leave the box unselected next to the Trustee you wish to serve individually.

Primary Trustee: *

Successor Trustee: * Click "+" button to add more names

Executor
Need Help?
• Executor / Personal Representative: Administers your estate, ensures debts and taxes are paid, and distributes assets according to your Will.
• Primary Executor: If you are married, your spouse is the default Primary Executor. This field may be overwritten if necessary.
• Successor Executors: Individuals who will serve if the Primary Executor cannot act.
• Serve Jointly vs Individually:
• Jointly: Executors make decisions together. Choose this only if they can cooperate effectively.
• Individually: Executors act independently without needing joint approval.
• Important Considerations: Select responsible, reliable individuals. If Executors serve jointly, they should be able to work well together.
• Legal Requirement: All Executors must be U.S. citizens.
• Assistance: If you encounter issues or have questions, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Executor Information: A Trustee manages assets held in trust for your beneficiaries. An Executor (also known as a Personal Representative) administers your estate, including paying debts and expenses, handling taxes, and distributing assets according to your Will.
If you are married, your spouse or domestic partner is automatically designated as the Primary Executor. You may name one or more Successor Executor(s) to serve if your spouse is unable or unwilling to act.
All individuals named as Executor must be United States citizens.
For Executors, indicate whether they will serve jointly with another Executor or individually. Executors serving jointly must make decisions together, while Executors serving individually may act independently.”

Primary Executor * Click "+" button to add more names to the list

Successor Executor * Click "+" button to add more names to the list

Would you like your Successor Executor(s) to serve jointly?

✓

Yes

✓

No

Executor-Spouse/Partner
Need Help?
• Executor / Personal Representative: Administers your estate, ensures debts and taxes are paid, and distributes assets according to your Will.
• Primary Executor: If you are married, your spouse is the default Primary Executor. This field may be overwritten if necessary.
• Successor Executors: Individuals who will serve if the Primary Executor cannot act.
• Serve Jointly vs Individually:
• Jointly: Executors make decisions together. Choose this only if they can cooperate effectively.
• Individually: Executors act independently without needing joint approval.
• Important Considerations: Select responsible, reliable individuals. If Executors serve jointly, they should be able to work well together.
• Legal Requirement: All Executors must be U.S. citizens.
• Assistance: If you encounter issues or have questions, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Executor Information: A Trustee manages assets held in trust for your beneficiaries. An Executor (also known as a Personal Representative) administers your estate, including paying debts and expenses, handling taxes, and distributing assets according to your Will.
If you are married, your spouse or domestic partner is automatically designated as the Primary Executor. You may name one or more Successor Executor(s) to serve if your spouse is unable or unwilling to act.
All individuals named as Executor must be United States citizens.
For Executors, indicate whether they will serve jointly with another Executor or individually. Executors serving jointly must make decisions together, while Executors serving individually may act independently.”

Would you like your Executor to serve jointly? *

✓

Yes

✓

No

Primary Agent * Click "+" button to add more names to the list

Successor Executor : * Click "+" button to add more names to the list

Power of Attorney
Need Help?
• Financial Power of Attorney Agent: The person authorized to manage your financial matters and act legally on your behalf.
• Durable Authority: This Power of Attorney becomes effective immediately upon signing and continues even if you become incapacitated.
• Primary Agent: The first individual authorized to act for you.
• Successor Agent: An individual who will act if the Primary Agent cannot.
• Using the Same Agent as Executor: It is common to name the same person as Executor and Financial Power of Attorney agent.
• Joint Agents: If agents serve jointly, they must make decisions together. Choose this option only if the agents can work well together.
• Springing Power of Attorney: If you prefer authority to begin only upon incapacity, additional planning is required and is outside the scope of this tool.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“A Durable Financial Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”

Do you wish to use same agents as your Executor? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names to the list

Phone Number: *

Full Address *

Successor Agent : * Click "+" button to add more names to the list

Phone Number: * Click "+" button to add more names to the list

Full Address *

Would like your Power of Attorney to serve jointly? *

✓

Yes

✓

No

Power of Attorney-Spouse/Partner
Need Help?
• Financial Power of Attorney Agent: The person authorized to manage your financial matters and act legally on your behalf.
• Durable Authority: This Power of Attorney becomes effective immediately upon signing and continues even if you become incapacitated.
• Primary Agent: The first individual authorized to act for you.
• Successor Agent: An individual who will act if the Primary Agent cannot.
• Using the Same Agent as Executor: It is common to name the same person as Executor and Financial Power of Attorney agent.
• Joint Agents: If agents serve jointly, they must make decisions together. Choose this option only if the agents can work well together.
• Springing Power of Attorney: If you prefer authority to begin only upon incapacity, additional planning is required and is outside the scope of this tool.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“A Durable Financial Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”

Do you wish to use same agents as your Executor? *

✓

Yes

✓

No

Would like your Power of Attorney to serve jointly? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: *

Phone Number:

Full Address

Successor Agent : *

Phone Number:

Full Address

Health Care Power of Attorney
Need Help?
• Health Care Power of Attorney Agent: The person authorized to make medical decisions for you if you are incapacitated or unable to communicate.
• Primary Agent: The first individual who will make health care decisions on your behalf.
• Successor Agent: An alternate who will serve if the Primary Agent cannot.
• Choosing an Agent: Select someone who understands your values, beliefs, and preferences regarding medical treatment, end-of-life care, and quality of life.
• Joint Agents: We do not recommend naming joint Health Care Agents, as disagreements may cause delays or confusion for health care providers.
• Best Practice: Naming one Primary Agent and at least one Successor Agent helps ensure continuity of care and clear decision-making.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Health Care Power of Attorney “A Health Care Power of Attorney allows you to appoint one or more individuals to make medical decisions on your behalf if you are unable to communicate or make decisions for yourself.
You may choose to use the same agent(s) you selected for your Financial Power of Attorney, or you may name different individuals. If you are married, you may also indicate whether your spouse or life partner will have different Health Care Power of Attorney agents.
Please name a Primary Agent and at least one Successor Agent who may act if your Primary Agent is unavailable or unwilling to serve.”

Do you wish to use same agents as your Power of Attorney? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names

Phone Number: *

Full Address *

Successor Agent : Click "+" button to add more names

Phone Number: *

Full Address *

Would you like your successor agent(s) to serve joinltly? *

✓

Yes

✓

No

Health Care Power of Attorney-Spouse/Partner
Need Help?
• Health Care Power of Attorney Agent: The person authorized to make medical decisions for you if you are incapacitated or unable to communicate.
• Primary Agent: The first individual who will make health care decisions on your behalf.
• Successor Agent: An alternate who will serve if the Primary Agent cannot.
• Choosing an Agent: Select someone who understands your values, beliefs, and preferences regarding medical treatment, end-of-life care, and quality of life.
• Joint Agents: We do not recommend naming joint Health Care Agents, as disagreements may cause delays or confusion for health care providers.
• Best Practice: Naming one Primary Agent and at least one Successor Agent helps ensure continuity of care and clear decision-making.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Health Care Power of Attorney “A Health Care Power of Attorney allows you to appoint one or more individuals to make medical decisions on your behalf if you are unable to communicate or make decisions for yourself.
You may choose to use the same agent(s) you selected for your Financial Power of Attorney, or you may name different individuals. If you are married, you may also indicate whether your spouse or life partner will have different Health Care Power of Attorney agents.
Please name a Primary Agent and at least one Successor Agent who may act if your Primary Agent is unavailable or unwilling to serve.”

Do you wish to use the same agents as your Financial Power of Attorney? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names

Phone Number: *

Full Address *

Successor Agent : * Click "+" button to add more names

Phone Number: *

Full Address *

Congratulations! You have completed your online estate plan interview!

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your interview to us.
•This is a huge step in getting your estate plan done. Once you click ‘Submit’, you will be directed to a webpage where you will be able to pay for your plan. Once you have paid for your plan, you will then be directed to click the button to schedule a virtual review meeting with us. Your virtual review meeting will be with one of our attorneys so that we may personally review your documents with you prior to you signing them. After your review meeting, you will receive instructions so that you can have your estate plan signed and executed.
• Important: Even though you have completed this interview, your estate plan is not complete until you properly sign your documents following a virtual review meeting with one of our attorneys. Please also note that we are not engaged to help you until you have paid for your plan.
• In-Office Meeting: You will sign and execute your estate planning documents.

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