Metaverse Justice Group

Welcome to the Metaverse Justice Group's Power Of Attorney 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:

• There are two stages to your estate planning process: First, complete and sign all Stage 1 documents. Once Stage 1 is finished, you will get to Stage 2, second set of documents where you will receive funding instructions and additional documents to complete your estate plan.

• You do not need to have every answer perfect. Your responses will be reviewed with you during your follow-up meeting.

• You will create a username and password, allowing you to save your progress and return later to update your information if needed.

• After you complete the questionnaire, our office will contact you to schedule a meeting to review your estate plan and next steps.

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

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:

Guardians for Your Minor Children
It is important to name a Guardian in your Will to care for your minor children if you are no longer able to do so. A Guardian is responsible for your children's day-to-day care and well-being and may step into a parental role when you can no longer care for them. If you are married, you may name a Guardian to serve if both you and your spouse pass away or are otherwise unable to care for your children. If you are a single parent, you may name a Guardian to serve if you pass away or are otherwise unable to care for your children. You may also name one or more alternative Guardians in case your first-choice Guardian is unable or unwilling to serve. If you name more than one alternative Guardian, you can indicate whether you want them to serve jointly (making decisions together) or individually. If you choose joint Guardians, they will serve together, subject to applicable law.

A Guardian is responsible for your minor children's care and well-being if you are no longer able to care for them. If you are married, you may name a Guardian to serve if both you and your spouse pass away or are unable to care for your children. If you are a single parent, you may name a Guardian to serve if you pass away or are unable to care for your children. 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: *

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 "+" to add beneficiary

Relation

Address

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

✓

Split shares equally to all my beneficiaries

✓

Split shares as follow

Percentage(%)

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.”

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

Relationship *

Would you like your primary executor to serve jointly?

✓

Yes

✓

No

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

Relationship *

Would you like your successor executor to serve jointly?

✓

Yes

✓

No

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 *

Would you like your Primary Power of Attorney agents to serve jointly?

✓

Yes

✓

No

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 Successor Power of Attorney to serve jointly? *

✓

Yes

✓

No

When should your Financial Power of Attorney become effective?

✓

Only if I become incapacitated (a doctor will determine this)

✓

Effective immediately upon signing

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

Primary Agent : Full Legal Name: *

Phone Number:

Full Address

Would like your Power of Attorney to serve jointly?

✓

Yes

✓

No

Successor Agent : *

Phone Number:

Full Address

Would like your successor Power of Attorney to serve jointly?

✓

Yes

✓

No

When should your Financial Power of Attorney become effective?

✓

Only if I become incapacitated (a doctor will determine this)

✓

Effective immediately upon signing

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 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 *

Would you like your Primary Healthcare Power of Attorney agents to serve jointly?

✓

Yes

✓

No

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

Phone Number: *

Full Address *

Would you like your Successor Healthcare Power of Attorney agents to serve jointly?

✓

Yes

✓

No

When do you want your agent to be able to make health care decisions for you?

✓

Only if I am unable to make my own decisions (a doctor will determine this)

✓

Immediately (my agent can make decisions for me right away)

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 *

Would you like your Primary Healthcare Power of Attorney agents to serve jointly?

✓

Yes

✓

No

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

Phone Number: *

Full Address *

Would you like your Successor Healthcare Power of Attorney agents to serve jointly?

✓

Yes

✓

No

When do you want your agent to be able to make health care decisions for you?

✓

Only if I am unable to make my own decisions (a doctor will determine this)

✓

Immediately (my agent can make decisions for me right away)

Do you want to add HIPAA agent?

✓

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 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 *

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

✓

Yes

✓

No

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

Phone Number: *

Full Address *

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

✓

Yes

✓

No

When do you want your agent to be able to make health care decisions for you?

✓

Only if I am unable to make my own decisions (a doctor will determine this)

✓

Immediately (my agent can make decisions for me right away)

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 *

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

✓

Yes

✓

No

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

Phone Number: *

Full Address *

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

✓

Yes

✓

No

When do you want your agent to be able to make health care decisions for you?

✓

Only if I am unable to make my own decisions (a doctor will determine this)

✓

Immediately (my agent can make decisions for me right away)

HIPAA Agents
Under federal law, the Health Insurance Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing your medical information to anyone other than you or individuals you have specifically authorized.

Please provide the information of one or more individuals who will serve as your hipaa agent:

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

✓

Yes

✓

No

Primary Agent : Full Legal Name: *

Phone Number *

Address *

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

Phone *

Address *

HIPAA Agents Spouse/Partner
Under federal law, the Health Insurance Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing your medical information to anyone other than you or individuals you have specifically authorized.

Please provide the information of individuals who will serve as your hipaa agent:

Do you wish to use the same agents as your Medical Health Care Power of Attorney? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: *

Phone Number *

Address *

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

Phone *

Address *

Submission Screen

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.

Preview Answers

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