SimpleWill

Your Contact Details
Please submit all answers with the proper capitalization and do not abbreviate any addresses or states. 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. Do not forget to add your full middle name if you have one. 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.

Name:

Date Of Birth *

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

Male Female

Your Address

Full Address: *

State

County

Registration

You’re just a few steps away from completing your online plan. Please start by entering your contact information below. Once you begin, the process will guide you through each section — from personal details to beneficiaries — and should take about 15 minutes to complete. Take your time and know that you can save your progress and return at any point.

First Name *

Middle Name

Last Name *

Email *

Password *

Phone Number *

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

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

Male Female

State: *

Financial Power of Attorney
The Financial Power of attorney allows the person you name as your agent to make financial and property related decisions for you while you are alive. The power can become effective at the time you sign the document or later only in the event of your incapacity. This choice will be made at the time you sign the document with your attorney. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Please name who you would like to serve as your Financial Power of Attorney, also called Durable Power of Attorney.

Do you wish to use same agents as your Executor?

Yes No

Primary Agent : Full Legal Name: *

Street Address: *

Phone Number:

Successor Agent : Click the "+" button to add another agent

Street Address:

Phone Number:

Medical Power of Attorney
The Medical Power of attorney allows the person you name as your agent to make medically related decisions for you while you are alive. These powers become effective in the event of your incapacity. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Please name who you would like to serve as your Medical Power of Attorney.

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

Yes No

Primary Agent : Full Legal Name: *

Street Address: *

Phone Number:

Successor Agent : Click the "+" button to add another agent

Street Address:

Phone Number:

Submission Screen

If you’d like to review your responses, you can navigate to any screen to check your answers, or simply use the "Previous" button to go back through the questionnaire. Click the “Submit” button below to be directed to the payment page for your selected plan. Once payment is complete, your information will be securely sent to our office for processing.

Your Progress