Welcome and Registration To begin creating your Online Will, please provide your full legal name exactly as it appears on official government-issued identification, such as your Social Security card or passport. Be sure to include your middle name or initial if it's listed on those documents.
Your Contact Details Please submit all answers with the proper capitalization and do not abbreviate any addresses or states. 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 full middle name 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 names in the “also known as” field.
Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Financial Power of Attorney Your Financial Agent is the person you name to step into your shoes to handle your financial matters for you and has legal authority to carry out the powers authorized in your documents without the need of court involvement. As this is a financial role, when picking your Financial Agent, your analysis should be very similar to how you chose who should handle your Executors (e.g., Executor or Successor Trustee). Thus, it’s common to have the same person serving in both roles. If you choose to have your agents serve jointly, your agents will have to make decisions together by majority decision. In choosing whether your agents should serve jointly, you should consider whether your agents would be able to get along and make decisions together. If you don’t have your agents serve jointly, they will be able to serve individually, with each having the power to act individually or jointly. If you have further questions or need help deciding who should serve as your agent, your attorney can discuss this with you further at your next meeting.
Medical Power of Attorney Name who can make medical decisions if you can’t communicate or decide (your “Medical Agent”). This permission (“Medical Power of Attorney” / “Medical POA”) is used only while you’re unable and ends when you can decide again. We recommend one primary and at least one backup (used in listed order). If two people serve at the same time (“joint”), they must agree. Questions? Your Miller Law Office attorney can help. Call 972-284-0585.
Medical Power of Attorney-Spouse/Partner The Medical 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 (typically spouse/partner if married) and at least one successor.