Legalgen

Metlife - Welcome and Registration Info

Get started on your online Will and complete your plan in minutes

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

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

What are your personal pronouns?

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he/him

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she/her

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they/them

Your Address

Full Address: *

State

Is Your mailing address the same as your home address? *

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Yes

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No

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

Also known as(optional)

What are your spouse's pronouns?

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he/him

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she/her

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they/them

Is Your spouse's address different than you? *

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Yes

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No

State: *

Total Estate Value

What is the value of your estate? *

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

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Yes

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No

Metlife

(EID) Employee Identification Number *

Metlife Member Name *

Revocable Trust

Do you want Revocable Trusts?

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Yes

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No

Beneficiary, Children, & Trust

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

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Yes

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No

Beneficiary Information

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

primary Beneficiary *

If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.

Alternate Beneficiary * click "+" to add more names to the list

How do you wish to Distribute your estate to your Alternate Beneficiaries

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

Beneficiary Name

Percentage(%)

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

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 *

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 *

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

Children Information

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

Child’s Name *

Date of Birth *

Parents of Child *

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 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).

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Per stirpes

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Per capita

Children's Trustee

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: *

Would you like your Primary Trustees to serve jointly? *

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Yes

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No

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

Would you like your Successor Trustees to serve jointly? *

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Yes

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No

Trustee

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

Primary Trustee: *

Serve Jointly

Trustee-Spouse/Life Partner

Primary Trustee: *

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

Would you like your Trustees to serve jointly? *

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Yes

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No

Executor

Who do you wish to handle your final affairs (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 "+" button to add more names

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

Would you like your Executor to serve jointly?

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Yes

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No

Spouse/Partner - Executor

Would you like your Executor to serve jointly? *

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Yes

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No

Primary Agent *

Alternative Executor : *

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 "+" button to add more names

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

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

Health Care Power of Attorney

Provide the information of one or more individuals who will serve as your agent under the Durable 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 "+" button to add more names

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

Health Care Power of Attorney-Spouse/Partner

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

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Yes

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No

Primary Agent : Full Legal Name: * Click "+" button to add more names

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

Living Will

Please provide the information of one or more individuals who will serve as your Living Will agent:

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

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Yes

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No

Primary Agent: *

Successor Agent : *

Living Will Spouse/Partner

Please provide the information of one or more individuals who will serve as your Living Will agent:

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

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Yes

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No

Primary Agent: *

Successor Agent : *

Summary

If you would like to review your responses, please review your responses on the right hand side on the specific screens. After you click submit, you will be finished and we will email your answer and the office will contact you with the next steps .

Your Progress