PA WILLS ONLINE

Welcome and Registration Info

Get started on your online Estate Plan and complete it in less then 30 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

Please select "Are you married?".

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

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 Information

(EID) Employee Identification Number *

Metlife Member Name *

Revocable Trust

NOTE: A revocable living trust can assist in avoiding court when you pass away, while a will would go through probate court. While these trusts are more expensive, and more work to maintain, if properly used, they can avoid greater expense and time for your loved ones upon your death.

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

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

Beneficiary Information

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

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

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

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: *

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

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

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: *

Successor Agent : *

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 : *

Congratulations!

Please review your responses for accuracy and completion. Once your information is complete, click the Submit button to send your information to us. Once you click the Submit button, you will be directed to a webpage to pay for your plan. Please note: Until payment is received, our firm has not been engaged to prepare your estate planning documents. After submitting payment, you will be asked to schedule two meetings. The first will be a ZOOM CONFERENCE during which you will review your documents with one of our attorneys. The second meeting with be an IN OFFICE MEETING where you will sign/execute your documents. Important: Completing this application is the initial step of your estate plan which is not complete until you submit payment and sign/execute the documents.

Your Met Life benefit is a document-centered program for estate planning (Will, Trust, Power of Attorney, etc.). It satisfies the essential requirements for an estate plan. However, your Met Life benefit does not include significant customizations, legal counselling, or advanced planning, such as:

Tax planning for large retirement plans;

Federal Estate Tax planning;

Asset protection;

Special Needs planning;

Business Succession planning;

Blended family planning;

Customized protective trusts for beneficiaries; or

Long-term care asset protection

Services such as these, and funding of trusts are available, and will be quoted on an individual basis. We are happy to discuss those with you, please call (215) 997-9773 for more information.

Our process includes a review of your documents with you using the Zoom platform. In this virtual meeting, we confirm how your plan is set up, check the names of helpers and beneficiaries, and make minor adjustments to your documents, if needed. Your plan does not cover a detailed explanation of the documents. If you wish to further customize your documents, or if you desire a detailed explanation of legal terms and document structure, you may elect to hire us for that purpose; in that case you will be billed at the attorney’s hourly rate. Payment of all such invoices is required before we can release your documents to you. We look forward to serving you.

By your digital signature below, you agree to hire us for the specified legal services, and we agree to represent you:

Signature / Name

Signature Date

Signature / Name

Signature Date

Have you reviewed your answers

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Yes

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No

Preview Answer

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

✓

No

Primary Agent: *

Successor Agent : *

Your Met Life benefit is a document-centered program for estate planning (Will, Trust, Power of Attorney, etc.). It satisfies the essential requirements for an estate plan. However, your Met Life benefit does not include significant customizations, legal counselling, or advanced planning, such as:

Tax planning for large retirement plans;

Federal Estate Tax planning;

Asset protection;

Special Needs planning;

Business Succession planning;

Blended family planning;

Customized protective trusts for beneficiaries; or

Long-term care asset protection

Services such as these, and funding of trusts are available, and will be quoted on an individual basis. We are happy to discuss those with you, please call (215) 997-9773 for more information.

By your digital signature below, you agree to hire us for the specified legal services, and we agree to represent you:

Your Progress