Selected Plan: Test Online Will And Power Of Attorney
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 plan puts authority in the right hands when it matters maters most. Before we start, type your details below in case we’re disconnected.
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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 full legal name is required for your estate planning documents. This would be the name listed on your identification documents. Please be sure to include your middle name or initial if listed on your documentation. Your full legal name is required for your estate planning documents. This would is the name listed on your identification documents. Please be sure to include your middle name or initial if listed on your documentation. Provide your details below to get started on your Online Will
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Welcome Pre-Screener
It is our belief that everyone should have an estate plan. However, estate plans are not “one size fits all”. This Online Estate Planning experience is only for very basic (i.e. a married person who wants to leave all their assets to their spouse then children or a single person who wants to leave all their assets to their children). This pre-screener will help you to know if this is right for you.
Is your total estate value over 1 million? *
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Yes
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No
Oil and Gas Interests? *
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Yes
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No
Significant retirement assets (over $3 million or more than 6 accounts)? *
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Yes
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No
Significant life insurance (over $500,000 or more than 2 policies) *
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Yes
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No
Digital Assets (Bitcoin or other cryptocurrencies) *
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Yes
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No
Complex compensation assets (deferred comp, stock options, etc.) *
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Yes
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No
Desire to leave tangibles separately from the residue of the estate *
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Yes
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No
Closely held business interests? *
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Yes
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No
Do you have real estate assets aside from primary home? *
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Yes
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No
Desire to protect assets from creditors past beneficiaries turning age 21? *
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Yes
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Debt which exceeds assets (insolvent estates are extremely complex)? *
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Yes
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No
Owning unsecured debt (i.e. family owes you money)? *
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Yes
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No
Pre or post-nuptial agreements, support obligations or contracts to make a will in place? *
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Yes
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No
Are either you or your spouse a non US-citizen? *
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Yes
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No
Is either spouse in assisted living or Skilled Nursing Facility? *
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Yes
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No
Pre or post-nuptial agreements, support obligations or contracts in place? *
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Yes
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No
Either spouse has filed a federal gift tax return *
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Yes
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No
Do you have any deceased children? *
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Yes
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No
Do you want to exclude or disinherit any children? *
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Yes
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Please select "Do you want to exclude or disinherit any children?".
Do you any of your children have special needs? *
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Yes
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No
Please select "Do you any of your children have special needs?".
Your Contact Details
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.
Name:
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Are you married? *
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Yes
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No
Suffix(optional)
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Sr
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III
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Other
Gender
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Male
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Female
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Do you want a revocable living trust?
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Yes
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No
Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID
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Suffix(optional) *
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Other
Please select "Suffix(optional)".
Gender
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Male
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Female
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? *
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Yes
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No
Executor
After your death, your Executor (will-based plan) or Successor Trustee (trust-based plan) is responsible for determining and obtaining obtaining access to the your assets, making sure that any expenses and taxes are paid, and then making distributions of remaining assets to your beneficiary’s according to the terms set forth in your plan. This is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions. If you are considering naming multiple parties to serve togeher jointly, you should consider whether your agents would be able to get along and make decisions together.
Who do you wish to handle your executors (e.g., Executor or Successor Trustee) such as paying any debts and expenses, filing any taxes that may be due, and managing and distributing your assets according to the terms of your estate plan?
* Click "+" to add Executor

Click on + to add more agents
* Click "+" to add Executor

Would you like your Executor to serve jointly?
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Yes
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No
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.
Do you wish to use same agents as your Executor? *
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Yes
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No
* Click "+" to add agent

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

Would you like your successor agent(s) to serve jointly or independently?
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Yes
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No
Would you like your successor agent(s) to serve jointly only?
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Yes
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Medical Power of Attorney
Your Medical Power of Attorney Agent will make health care, caregiving, and medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking a Medical Power of Attorney Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care. We generally recommend having only one agent serve at a time in this role. If you choose to have multiple Medical Power of Attorney Agents serve jointly, your Medical Power of Attorney Agents will have to make decisions together by majority decision which could lead to delays or family disputes. In choosing whether your Medical Power of Attorney Agents should serve jointly, you should consider whether your Medical Power of Attorney Agents would be able to get along and make decisions together that are consistent with your beliefs. 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 under your medical power of attorney document. 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.
Do you wish to use same agents as your Financial Power of Attorney? *
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Yes
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No
Would like your Primary Power of Attorney to serve jointly?
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Yes
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No
* Click "+" to add agent

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Click "+" to add agent

Living Will
A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery. If you choose to have multiple Living Will Agents serve jointly, your Living Will Agents will have to make decisions together by majority decision. In choosing whether your Living Will Agents should serve jointly, you should consider whether your Living Will Agents would be able to get along and make decisions together that are consistent with your beliefs. 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 under your Living Will document.
Would you like to include a Living Will? *
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Yes
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Signing Your Documents
Some state laws require that certain parts of your health care documents be notarized and witnessed by two disinterested individuals. This means that the notary and two witnesses must not be an agent or beneficiary in your documents. If the documents are not signed properly, there is a risk that they will not be legally valid documents. To best assist you in making sure your documents are signed properly, we have designed two options that you can choose from to have your documents executed: You may choose to come to our office location where our team will have all your documents printed and ready for your signatures. We provide the notary and two witnesses. All you have to do is schedule a time and come visit! You may also choose to sign your estate planning documents virtually/remotely. If your state allows it, we will coordinate with you a date with our online notary to execute your documents right from your residence. You will need a computer with a camera and microphone for this option. Generally this is a $75 charge for this option additionally. This will still create a legally binding document. In order to use this option, you may be required to have 2 witnesses with you who are not named in the will. The last option is the cost of drafting valid estate planning documents. You will be able to confirm that the questionnaire was correctly completed and our office will confirm your choices with you. After a legal review of your documents and payment, we will then send you the documents to be able to be printed and executed by you.
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Summary
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.
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Welcome and Registration Welcome and Registration Welcome Pre-Screener Your Contact Details Your Spouse Information Children and Beneficiaries Executor Financial Power of Attorney Medical Power of Attorney Living Will Signing Your Documents Summary