Registration Info Please use your legal name as it appears on your license or government-issue ID
Your Contact Details Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other names in the “also known as” field.
Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Financial Power of Attorney Your financial power of attorney agent is the person you designate to handle your financial matters. Your agent will have the legal authority to act on your behalf as if they were you. Since this is a financial role, when determining who to designate as your agent, your analysis should be similar to how you chose your Executor/Personal Representative/Successor Trustee. It is common to have the same person serving in multiple roles. If you choose to have agents who will serve jointly, they will have to make decisions together. As such you should consider selecting individuals who are able to get along. Your financial power of attorney is durable, meaning that once the document is executed, your agent will immediately have the legal authority to act on your behalf, This authority will continue in full force and effect even if you become incapacitated. If you prefer a springing power of attorney, which is effective only if you become incapacitated, please contact our office at 215-997-9773 for a complimentary call to discuss more comprehensive planning.
Financial Power of Attorney-Spouse/Partner Your financial power of attorney agent is the person you designate to handle your financial matters. Your agent will have the legal authority to act on your behalf as if they were you. Since this is a financial role, when determining who to designate as your agent, your analysis should be similar to how you chose your Executor/Personal Representative/Successor Trustee. It is common to have the same person serving in multiple roles. If you choose to have agents who will serve jointly, they will have to make decisions together. As such you should consider selecting individuals who are able to get along. Your financial power of attorney is durable, meaning that once the document is executed, your agent will immediately have the legal authority to act on your behalf, This authority will continue in full force and effect even if you become incapacitated. If you prefer a springing power of attorney, which is effective only if you become incapacitated, please contact our office at 215-997-9773 for a complimentary call to discuss more comprehensive planning.
Health Care Power of Attorney Your Health Care Power of Attorney Agent is the person you appoint to make medical decisions on your behalf if you are incapacitated or otherwise unable to do so. Your agent will play a crucial role in ensuring that your medical wishes are respected and followed when you are unable to communicate or make decisions for yourself. Select someone who would be comfortable serving in this role and understands your values, beliefs and preferences regarding medical treatments, end-of-life care and quality of life considerations. We do not recommend selecting two individuals to jointly serve as your health care power of attorney agents since this can lead to complications and conflicts in decision-making and confusion for health care providers if the agents disagree. Designate at least one alternate agent in case your primary agent is unavailable or unwilling to serve.
Health Care Power of Attorney-Spouse/Partner Your Health Care Power of Attorney Agent is the person you appoint to make medical decisions on your behalf if you are incapacitated or otherwise unable to do so. Your agent will play a crucial role in ensuring that your medical wishes are respected and followed when you are unable to communicate or make decisions for yourself. Select someone who would be comfortable serving in this role and understands your values, beliefs and preferences regarding medial treatments, end-of-life care and quality of life considerations. We do not recommend selecting two individuals to jointly serve as your health care power of attorney agents since this can lead to complications and conflicts in decision-making and confusion for health care providers if the agents disagree. Designate at least one alternate agent in case your primary agent is unavailable or unwilling to serve.
Living Will A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery. We do not recommend selecting two individuals to jointly serve as your agents since this can lead to complications and conflicts in decision-making and confusion for health care providers if the agents disagree. If you do decide to designate co-agents, please consider selecting individuals who get along. Designate at least one alternate agent in case your primary agent is unavailable or unwilling to serve.
Living Will Spouse/Partner A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery. We do not recommend selecting two individuals to jointly serve as your agents since this can lead to complications and conflicts in decision-making and confusion for health care providers if the agents disagree. If you do decide to designate co-agents, please consider selecting individuals who get along. Designate at least one alternate agent in case your primary agent is unavailable or unwilling to serve.
Congratulations! You have completed your online estate plan interview!