Selected Plan: Power Of Attorney
Welcome and Registration
Your plan puts authority in the right hands when it matters maters most. Before we start, type your details below in case we’re disconnected.
*

*

*

*

*


Your Contact Details
Name:
*

Are you married? *
Yes
No
Are both you and your spouse US citizens? *
Yes
No
Suffix(optional)
Jr
Sr
II
III
Other
Gender
Male
Female
*

*

*

*
*

*


Your Spouse Information
*

*

*

*

*

*

Suffix(optional) *
Jr
Sr
II
III
Other
Please select "Suffix(optional)".
Gender
Male
Female

Financial Power of Attorney
Do you wish to use same agents as your Executor?
Yes
No
* Click "+" to add agent

Would like your Primary Power of Attorney to serve jointly?
Yes
No
* Click "+" to add agent

Would you like your successor agent(s) to serve jointly or independently?
Yes
No
Would you like your successor agent(s) to serve jointly only?
Yes
No
Would your Spouse/Life Partner like to have different Power of Attorney than you?
Yes
No

Medical Power of Attorney
Do you wish to use same agents as your Financial Power of Attorney? *
Yes
No
*

*

*

*

*

*

Would your Spouse/Life Partner like to have different agents than you? *
Yes
No

Review & Submit

Use "Review Your Information" to see everything in one place. Need to change something? Click the "Previous" button.

Click the "Submit & Create Your Plan" button below to checkout. Afterward, we’ll prepare your plan so your wishes are clear and your helpers can act when it counts. You’ll receive a confirmation email detailing next steps.