PA WILLS ONLINE

Welcome to PA Wills Online Metlife Questionnaire

This secure online questionnaire is designed to make the Metlife intake process simple and efficient. Most clients complete it in approximately 10 minutes!

Instructions for clients:

• Users should click “Next” to proceed through each section.

• Responses do not need to be perfect; answers will be reviewed during a follow-up meeting.

• Users will be registered with a username and password, allowing them to return and update their answers at any time.

• Each questionnaire page includes a question mark icon at the top, which serves as the Help button. You may click this icon at any time for clarification on how to complete the fields. The Help button also provides the contact phone number and email address you can use if you encounter any issues or need assistance.

• Upon completion of the questionnaire, the office will contact the client to schedule a meeting to review the estate plan.

Click ‘Next’ to begin.

Note: If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com and support@legalgen.com.

Registration
Need Help?
• Your email address should be valid and regularly checked, as it may be used for follow-ups.
• Enter a phone number you can be reached at.
• All fields must be completed to successfully submit your registration.
• Review your entries carefully before submitting.
• If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com and support@legalgen.com.

Important: Please enter your legal name exactly as it appears on your license or government-issued ID. This ensures your estate plan documents are accurate and prevents delays or issues during processing.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details
Need Help?
• Date of Birth: Enter your date of birth exactly as it appears on your official identification.
• Also Known As (optional): Use this field to list any alternate names, maiden names, or variations used on legal or official records.
• Marital Information: Your marital status and date of marriage (if applicable) help determine how your estate plan is structured.
• U.S. Residency: Residency information is required to ensure your documents comply with applicable legal requirements.
• Spouse’s Estate Plan: Indicate whether your spouse will also be completing an estate plan to help coordinate planning options.
• Suffix and Gender: Provide these details as they appear on your legal documents.
• If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

✓

Yes

✓

No

Please select "Are you married?".

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender? *

✓

Male

✓

Female

Your Address

Full Address: *

State

Your Spouse Information
Need Help with Spouse Information?
• Enter your spouse’s complete legal name, including middle name and suffix if applicable.
• Email and Cell Phone: Provide current contact information for your spouse.
• Date of Birth: Enter the date of birth exactly as it appears on official records.
• Also Known As: Include any nickname, former name, or alternative name your spouse may be known by.
• Personal Pronouns: Enter your spouse’s preferred pronouns.
• Suffix and Gender: Provide these details as they appear on your legal documents.
• Address: Indicate whether your spouse’s address is different from yours. If yes, enter the spouse’s current residential address.
• If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

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's Details

First Name:

Middle Name

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Also known as(optional)

Gender?

✓

Male

✓

Female

Is Your spouse's address different than you?

✓

Yes

✓

No

State:

Total Estate Value
Need Help with Estate Value and Property Location?
• Estate Value: When determining whether your estate is under or over $1.5 million, consider the total value of all your assets, including real estate, bank and investment accounts, retirement savings, business interests, and personal property.
• Pennsylvania Estate Planning Consideration: Under Pennsylvania law, estate value and asset type may affect how certain estate planning tools, including wills and powers of attorney, are structured. Accurate information helps ensure your documents comply with Pennsylvania requirements.
• Real Estate Outside Pennsylvania: If you own property outside of Pennsylvania, additional planning may be required to address how that property is managed or transferred. This information helps the attorney determine whether supplemental documents or planning strategies are needed.
• If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Important: Valuing your estate means estimating the current value of all your assets, including real estate, financial and retirement accounts, investments, life insurance, business interests, vehicles, and valuable personal property. Assets are generally valued at their fair market value or current balance, as applicable. Accurate valuation is important for proper estate planning, asset distribution, and compliance with Pennsylvania law.

What is the value of your estate? *

Do you own real estate outside of the Commonwealth of Pennsylvania? *

✓

Yes

✓

No

Metlife Information
Need Help?
• EID (Employee Identification Number): Enter the EID assigned to you by MetLife. This is required for preparing your estate planning documents.
• MetLife Member Name: Enter the member’s name exactly as it appears on your MetLife records.
• Accurate information is necessary to avoid delays or errors in document preparation.
• If you run into any issues or problems, reach out to our team for assistance at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Employee Identification Number (EID): MetLife requires a valid EID for each document we prepare on your behalf. Please enter your MetLife EID and the associated member name exactly as shown on your MetLife records. Accurate information ensures proper document preparation.”

(EID) Employee Identification Number *

Metlife Member Name *

Children and Beneficiaries
Need Help?
• Purpose of a Children’s Trust: A trust can hold and manage assets for your minor children until they reach a specified age.
• Trust Funding: Assets are transferred to the trust after your passing.
• Trustee Role: A trustee manages and protects your children’s inheritance according to your instructions.
• Benefits: Provides financial security for minor children and ensures responsible management of their inheritance.
• Decision Making: If you have no minor children or prefer not to create a trust, you may designate beneficiaries instead.
• For Assistance: If you run into any issues or problems, reach out to our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Children’s Trust Option: If you have minor children, you may establish a children’s trust to manage their inheritance after your passing. A trustee will oversee the trust and distribute assets to your children when they reach the age you designate. This ensures proper management of their inheritance and provides financial security until they are mature enough to manage the assets themselves.”

Do you have any children or are you the legal guardian of any children? *

✓

Yes

✓

No

Please select "Do you have any children or are you the legal guardian of any children?".

Children
Need Help?
• Include all children: Answer these questions for all children, including stepchildren.
• Children under 18: A standalone Children’s Trust helps manage inheritance, protects assets from creditors, reduces estate administration costs, and ensures distribution at a specified age. You and your spouse are the default primary trustees, but you may name successor trustees.
• Special Needs Children: A separate special needs trust allows your child to inherit funds without affecting eligibility for benefits such as Medicaid or SSI. Consult your attorney for guidance.
• Decision Making: Selecting trusts is optional but recommended for minor and special needs children to ensure proper management and protection of their inheritance.
• Assistance: If you run into any issues or problems, reach out to our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Children and Special Needs Trusts: If you have children under the age of 18, you may establish a Children’s Trust to manage their inheritance. A trustee will oversee the trust and distribute assets when your children reach the age you designate. For children with special needs who receive or may qualify for government benefits such as Medicaid or Supplemental Security Income, a separate special needs trust can be created to preserve eligibility while providing financial support. You will also designate successor trustees to manage these trusts if you and your spouse are unavailable.”

Select all that apply regarding your children, if any

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

✓

Yes

✓

No

I have one or more children with special needs *

✓

Yes

✓

No

Guardians for Your Minor Children
Need Help?
• Purpose of Naming Guardians: A guardian will care for your minor children if you and your spouse are unavailable.
• Primary Guardian: Your spouse is automatically designated if married. Otherwise, select the person you trust most.
• Successor/Alternative Guardian: Name an individual to serve if the primary guardian cannot. Successor guardians provide backup and ensure continuity. Serve Jointly vs Sequential Order:

• Jointly: The co-guardians share equal responsibility and must make decisions together regarding the care of your children. Only use this option if the co-guardians can reliably collaborate.
• Sequential: Guardians serve one after another in the order listed. The first available guardian acts, and if they are unable, the next guardian assumes responsibility.
• Considerations: Choose guardians who are financially and emotionally stable, share your values, and can provide a safe, nurturing environment. Avoid selecting multiple co-guardians unless they can work together consistently.
• Special Note for Divorced Parents: Courts generally favor the surviving biological parent as guardian unless that parent is legally unfit.
• Assistance: If you run into any issues or problems, reach out to our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Naming Guardians for Minor Children: In your Will, it is important to designate a guardian for your minor children. This person will be responsible for their day-to-day care if you and your spouse are no longer able to do so.
If you are married, your spouse is automatically designated as the primary guardian. You may also name an alternative or successor guardian in case your spouse is unable to serve.
Consider factors such as the guardian’s values, parenting style, financial and emotional stability, location, age, and health.
For each guardian, select whether they will serve jointly with another guardian or in sequential order.”

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

Primary Guardian *

Successor Guardian *

“For each guardian, select whether they will serve jointly with another guardian or in sequential order.”

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

✓

Serve Jointly

✓

Sequantial Order

Beneficiary Information
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you chose to leave your assets to a , please provide the full name of the charity and the location of the charity. Please note that a beneficiary takes assets that go through the Will. Assets that have named beneficiaries will follow those private institutions guidelines rather than the distributions of your Will. Make sure you pay attention to both.

Please add one ore more beneficiaries. Your assets will be split equally amongst those beneficiaries.

Relationship

How do you wish to Distribute your estate to your Beneficiaries

To one or more listed beneficiaries in succession Equal shares to a list of beneficiaries Various percentages to a list of beneficiaries

Beneficiary Name

Percentage(%)

Children Information
Need Help?
• Child Information: Provide the full legal name, date of birth, and parental status for each child or stepchild.
• Estate Division Reminder: If married, your estate generally passes first to your spouse. Assets with named beneficiaries override your Will.
• Planning Considerations: Think about how you want your assets distributed among your spouse and children. This ensures your estate plan reflects your intentions.
• Additional Guidance: If you need more complex planning beyond this tool, contact our team for assistance.
• Contact: If you have questions or encounter issues, call (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“Children Overview: Enter the number of children you and/or your spouse/partner have. For each child, you will provide their full legal name, date of birth, and parental status (biological, stepchild, adopted, etc.). If you are married, your estate is typically designed to pass first to your spouse. Assets with named beneficiaries (e.g., life insurance, retirement accounts) will follow those instructions instead of your Last Will and Testament. Consider both types of assets when planning how your estate will be divided.”

How many children do you and/or your spouse/partner have?

Child’s Full Legal Name *

Date of Birth *

Parents of Child *

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

✓

Split shares equally

✓

Split shares as Follows

Percentage(%)

Children

Select your child/children's age to distribute the principal trust

A lump sum at age of *

“Please select either the per stirpes or per capita designation in the event your child(ren) predecease you. The per stirpes designation will pay your deceased child’s share to that child’s descendent(s). The per capita designation will distribute your estate to your remaining living child(ren).”

✓

Per stirpes

✓

Per capita

Children's Trustee
The trustee of your minor’s trust is responsible for managing the trust assets and making investment and distribution decisions as outlined in the trust’s terms. The trustee will have legal fiduciary duties to manage the trust assets prudently. This individual should be someone you trust implicitly to manage financial matters responsibly and in the best interests of your minor child. It is not uncommon for the guardian and trustee to be the same person. We recommend naming a primary and secondary trustee. We do not recommend naming co-trustees as this can lead to complications due to potential disagreements, inefficiency and divided accountability. Should you wish to name co-guardians, please consider selecting individuals who get along.

Please ensure that any individual(s) named as trustee(s) is (are) a United States citizen. Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Primary Trustee: *

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

Trustee
Need Help with Trustees?
• Primary Trustee: Your spouse is the default primary trustee if married. You may overwrite this field to select another person if desired.
• Successor Trustees: Name one or more individuals to serve if the primary trustee is unavailable.
• Serve Jointly vs Individually:
• Jointly: Trustees make decisions together by majority. Only select this if trustees can work cooperatively.
• Individually: Trustees act independently.
• Personal Representative: Often, the same person serves as both Trustee and Personal Representative.
• Considerations: Choose trustees who are responsible, reliable, and able to collaborate if serving jointly.
• Legal Compliance: Trustees must be U.S. citizens.
• Assistance: If you run into any issues or problems, reach out to our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Trustee Information: A Trustee manages assets held in trust for your beneficiaries. If you are married, your spouse is automatically designated as the primary trustee. You may name additional primary or successor trustees if your spouse or primary trustee cannot serve. Ensure that all trustees are United States citizens. For each trustee, select whether they will serve jointly with another trustee or individually. Joint trustees make decisions together, while individual trustees act independently.

Please ensure that any individual(s) named as trustee(s) is (are) a United States citizen. Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Primary Trustee: * Click "+" button to add more names

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

Would you like your Successor Trustees to serve jointly or Individually?

✓

Serve Jointly

✓

Individually

Spouse Trustee
Need Help with Trustees?
• Primary Trustee: Your spouse is the default primary trustee if married. You may overwrite this field to select another person if desired.
• Successor Trustees: Name one or more individuals to serve if the primary trustee is unavailable.
• Serve Jointly vs Individually:
• Jointly: Trustees make decisions together by majority. Only select this if trustees can work cooperatively.
• Individually: Trustees act independently.
• Personal Representative: Often, the same person serves as both Trustee and Personal Representative.
• Considerations: Choose trustees who are responsible, reliable, and able to collaborate if serving jointly.
• Legal Compliance: Trustees must be U.S. citizens.
• Assistance: If you run into any issues or problems, reach out to our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Trustee Information: A Trustee manages assets held in trust for your beneficiaries. If you are married, your spouse is automatically designated as the primary trustee. You may name additional primary or successor trustees if your spouse or primary trustee cannot serve. Ensure that all trustees are United States citizens. For each trustee, select whether they will serve jointly with another trustee or individually. Joint trustees make decisions together, while individual trustees act independently.

Primary Trustee: *

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

Children's Trustee - Spouse/Life Partner
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee.

Would you like your Primary Trustees to serve jointly? *

✓

Yes

✓

No

Primary Trustee: *

spouse_Serve Jointly

Successor Trustee:

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

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

Would you like your Successor Executor(s) to serve jointly?

✓

Yes

✓

No

Spouse/Partner - Executor
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.”

Would you like your Executor to serve jointly? *

✓

Yes

✓

No

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

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

Financial 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

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

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

✓

Yes

✓

No

Financial 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

Please select "Do you wish to use same agents as your Executor?".

Primary Agent : Full Legal Name: *

Successor Agent : *

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

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

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

✓

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 (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

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

Living Will
Need Help?
• Living Will Agent: The person who ensures your end-of-life medical preferences are respected if you cannot communicate.
• Primary Agent: Your first choice to make decisions on your behalf.
• Successor Agent: An alternate agent to serve if the Primary Agent is unavailable or unwilling.
• Using the Same Agents as Health Care POA: You may select the same agents or different individuals.
• Joint Agents: We do not recommend naming joint agents, as disagreements may cause delays or confusion for medical providers. Only consider joint agents if they can cooperate effectively.
• Role & Responsibility: Agents must understand your values, beliefs, and medical treatment preferences.
• Best Practice: Always name at least one Successor Agent to ensure continuity.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Living Will Agent “A Living Will Agent is authorized to ensure your end-of-life medical wishes are followed if you are unable to communicate them yourself. This includes honoring decisions regarding extraordinary medical measures, life-sustaining treatments, or interventions if you are in a terminal condition or a permanently unconscious state.
You may choose to use the same agent(s) as your Health Care 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 Living Will agents.
Please provide a Primary Agent and at least one Successor Agent to serve if the Primary Agent is unavailable or unwilling to act.”

Do you wish to use the same agents as your health care power of attorney? *

✓

Yes

✓

No

Primary Agent: *

Successor Agent : *

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

✓

Yes

✓

No

Living Will Spouse/Partner
Need Help?
• Living Will Agent: The person who ensures your end-of-life medical preferences are respected if you cannot communicate.
• Primary Agent: Your first choice to make decisions on your behalf.
• Successor Agent: An alternate agent to serve if the Primary Agent is unavailable or unwilling.
• Using the Same Agents as Health Care POA: You may select the same agents or different individuals.
• Joint Agents: We do not recommend naming joint agents, as disagreements may cause delays or confusion for medical providers. Only consider joint agents if they can cooperate effectively.
• Role & Responsibility: Agents must understand your values, beliefs, and medical treatment preferences.
• Best Practice: Always name at least one Successor Agent to ensure continuity.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Living Will Agent “A Living Will Agent is authorized to ensure your end-of-life medical wishes are followed if you are unable to communicate them yourself. This includes honoring decisions regarding extraordinary medical measures, life-sustaining treatments, or interventions if you are in a terminal condition or a permanently unconscious state.
You may choose to use the same agent(s) as your Health Care 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 Living Will agents.
Please provide a Primary Agent and at least one Successor Agent to serve if the Primary Agent is unavailable or unwilling to act.”

Do you wish to use the same agents as your health care power of attorney? *

✓

Yes

✓

No

Primary Agent: *

Successor Agent : *

Complete Your Estate Plan Submission
Need Help?
• Submission: Clicking Submit sends your responses to our office. Document preparation begins after payment.
• Payment: Covers your MetLife estate planning documents (Will, Trust, Powers of Attorney). Does not include advanced planning or customization, which is billed separately.
• Zoom Review Meeting: Confirms all information, beneficiaries, and agents. Minor adjustments can be made if needed.
• In-Office Meeting: You will sign and execute your estate planning documents.
• Scope vs. Additional Services: MetLife documents include essential planning only. Additional services (tax planning, trust funding, special needs planning, etc.) require consultation and are billed per attorney’s hourly rate.
• Document Accuracy: The Zoom review ensures information is correct and adjustments can be made.
• Contact: For questions or technical issues, call (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Guidelines:
1.Submit Your Information: Clicking Submit sends all your responses to our office. Your submission alone does not engage our firm to prepare your documents until payment is received.
2.Payment: After clicking Submit, you will be directed to a secure page to pay for your MetLife estate planning documents, including your Will, Trust, and Powers of Attorney. This fee covers the preparation of the standard MetLife documents only.
3.Schedule Two Meetings: Once payment is received, you will select two dates for review and execution:
• Zoom Conference: Review your documents with our attorney to confirm all beneficiaries, agents, and minor adjustments.
• In-Office Meeting: Sign and execute your documents in person.
4.Scope of Services: The MetLife plan provides essential estate planning documents. Advanced customization, tax planning, asset protection, trust funding, or other legal services require consultation with our attorneys and are billed at the attorney’s hourly rate, separate from the MetLife fee.
5.Review and Confirm: During the Zoom meeting, your attorney will ensure all information is correct and complete, and minor adjustments can be made.
6.Navigation: You can navigate back to previous pages to review or update answers before clicking Submit.
7.Digital Signature: By signing below, you engage our firm to provide the specified services and agree to the terms outlined.

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