Miller Law Office, PLLC Elder Law

Welcome and Registration

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

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Welcome Pre-Screener

Welcome to our pre-screening process, This is a new program meant to streamline the process for a basic estate plan. In order to see whether you qualify, we need to ask you a few questions. Never fear! If you do not qualify for our Online Estate Planning experience, we can still assist you. Please begin by answering the following:

Is your total estate value over 1 million? *

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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

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

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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No

Contact You

Unfortunately our online estate planner does not work with clients who answer yes to questions on the pre-screener. However, we would be happy to talk to you about a solution that might work.

Would you like someone to reach out to you? *

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Yes

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No

Your Contact Details

Name:

Date Of Birth *

Are you married? *

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Yes

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No

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

Gender

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Male

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Female

Your Address

Full Address: *

State

NOTE: This tool assumes if you are married, you will leave your entire estate to your spouse or life partner if s/he survives you. If that is not your desire, then we strongly recommend that you work with an attorney on your planning. Call our team at 927-284-0585 for a free Needs Assessment call.

Your Spouse Information

Your spouse's Details

First Name: *

Middle Name

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional) *

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Jr

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Sr

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II

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III

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Other

Gender

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Male

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Female

State: *

Children and Beneficiaries

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

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Yes

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No

Children

Select all that apply regarding your children, if any

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

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Yes

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No

I have one or more children with special needs *

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Yes

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No

I wish to set up a trust for all of my children *

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Yes

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No

Beneficiary Information

Primary Beneficiary : Click "+" to add Beneficiary

Contingent Beneficiary: Click "+" to add Beneficiary

How do you wish to distribute your estate to contingent beneificaries? *

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Give all shares to my primary beneficiary

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Split shares equally to all my beneficiaries

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Split shares as follow:

Percentage(%) *

Children Information

Child’s Full Legal Name * Click "+" to add child

Date of Birth *

Parents of Child? *

Child Age

Relationship

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

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

Select at what age your child will have full access and control of their inheritances:

A lump sum at age of:

Spouse - Beneficiary Information

If you don’t have any descendants or your descendants do not survive you, do you wish to add a beneficiary? *

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Yes

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No

Beneficiary Name

Date of Birth *

Beneficiary Type *

Beneficiary Gender *

Are any of your beneficiaries under 18? *

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Yes

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No

At what age would you like to have your beneficiary get full control of their inheritance in the place where stood a lump sum at the age

(for a person) If your beneficiary doesn’t survive you: Do you want their share to go to their children? *

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Yes

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No

Do you want their share to be distributed to your other beneficiaries? *

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Yes

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No

(For a charity) If the charity isn’t in existence at the time of your death: Do you want this share to go to a different charity?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries? *

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Yes

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No

How do you wish to distribute your estate to your beneficiaries? *

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Split shares equally

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Split shares as Follows

Percentage(%) *

Permanent Guardians for Your Minor Children

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

(If a guardian is married, then hit 'add' to include their spouse.)

Primary Guardian * Click "+" to add Guardian

If you name a First Co-Guardian, they will serve jointly. If you wish they serve in subsequent order, list below as Successor Guardian.

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

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Serve Jointly

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Sequantial Order

Successor Guardian * Click "+" to add Guardian

Do you want to exclude specific persons from being a guardian of a person or estate? *

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Yes

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No

Children’s Trust-Spouse/Life Partner

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

Primary Trustee: *

Children’s Trust

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

Primary Trustee: * Click "+" to add Trustee

Successor Trustee: * Click "+" to add Trustee

Executor

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?

Primary Executor * Click "+" to add Executor

Relation

Successor Executor * Click "+" to add Executor

Relation

Spouse/Partner - Executor

Would you like your Executor to serve jointly? *

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Yes

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No

Primary Agent *

Relation

Financial Power of Attorney

Provide the information of one or more individuals who will serve as your agent under the Financial Power of Attorney:

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

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Yes

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No

Primary Agent : Full Legal Name: * Click "+" to add agent

Successor Agent : * Click "+" to add agent

Spouse/Partner – Financial Power of Attorney

Primary Agent : Full Legal Name: *

Would like your Power of Attorney to serve jointly? *

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Yes

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No

Successor Agent : *

Would like your Power of Attorney to serve jointly or independently? *

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Yes

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No

Would like your Power of Attorney to serve jointly only? *

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Yes

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No

Medical Power of Attorney

Please name who you would like to serve as your Medical Power of Attorney.

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

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Yes

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No

Primary Agent : Full Legal Name: * Click "+" to add agent

Full Address: *

Phone Number: *

HIPAA Agents

Please provide a list of individuals that will have access to your medical records:

In addition to the health care agents that you nominated on the previous screens, are there any other individuals that you wish to add to your HIPAA Authorization? (See side panel for further guidance.) *

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Yes

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No

Spouse/Partner – Medical Power of Attorney

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

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Yes

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No

Would like your agents to serve jointly? *

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Alternative Agent: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

HIPAA Agents Spouse/Partner

Please provide a list of individuals that will have access to your medical records:

Use the same names from Medical POA? *

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State *

Zip: *

Phone Number: *

Living Will

Would you like to include a Living Will? *

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Yes

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No

Signing Your Documents

How would you like to execute your estate plan? *

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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