Selected Plan: Power Of Attorney
Registration Info
Please use your legal name as it appears on your license or government-issue ID
Provide your details below to get started on your Online Will
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Your Contact Details
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• 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:
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Suffix(optional)
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Gender? *
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Is Your mailing address the same as your home address?
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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.
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Health Care Power of Attorney
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• 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? *
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Would you like your successor agent(s) to serve joinltly? *
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Living Will
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• 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? *
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Would you like your successor agent(s) to serve jointly? *
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Congratulations! You have completed your online estate plan interview!
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.
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Registration Info Your Contact Details Financial Power of Attorney Health Care Power of Attorney Living Will Congratulations! You have completed your online estate plan interview!