Legalgen

Welcome and Registration

Welcome to PAWILLS ONLINE. Please allow 15-20 minutes to complete this questionnaire. You can save and come back to the questionnaire as needed. All answers will be reviewed by our qualified attorney

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

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: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

NOTE: This estate planning tool assumes that you will leave your estate to your spouse, if living. If you would like a different distribution, we recommend contacting us for more comprehensive planning. You can schedule a free initial consultation with our office by calling 1-215-997-9773.

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: *

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

Children and Beneficiaries

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

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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

Beneficiary Information

Primary Beneficiary :

Alternate Beneficiary :

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

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To one or more listed beneficiaries in succession

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Equal shares to a list of alternate beneficiaries

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Various percentages to a list of alternate beneficiaries

Percentage(%) *

Children Information

Child’s Full Legal Name *

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 *

At what age would you like your child to have full access and control of their inheritance?

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

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(%) *

Guardians for Your Minor Children

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

Primary Guardian * Click "+" button to add more names

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 "+" button to add more names

Name who you wish to be alternative successor 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's Trustee

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-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

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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