SimpleWill

Welcome to Simple Will

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 *

Cell *

Your Contact Details

Name:

Date Of Birth *

Are both you and your spouse US citizens? *

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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: *

State

County

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? *

Children and Beneficiaries

Do you have any children? *

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Yes

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No

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

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

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(%) *

Children Information

Child’s Full Legal Name *

Date of Birth *

Parents of Child? *

Are any of the children under 18 years old? *

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Yes

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No

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 *

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

✓

No

Beneficiary Name

Date of Birth *

Beneficiary Type *

Beneficiary Gender *

Are any of your beneficiaries under 18? *

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Yes

✓

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? *

✓

Yes

✓

No

Do you want their share to be distributed to your other beneficiaries? *

✓

Yes

✓

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?

✓

Yes

✓

No

Do you want their share to be distributed to your other beneficiaries? *

✓

Yes

✓

No

How do you wish to distribute your estate to your beneficiaries? *

✓

Split shares equally

✓

Split shares as Follows

Percentage(%) *

Executor

Your Executor is responsible for carrying out your instructions and wishes as provided in your will. Please list the individuals you want named as your Executor in order.

Primary Executor *

Successor Executor * Click "+" To Add more Agents

Would your spouse/partner like to have a different Executor than you? *

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Yes

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No

Spouse/Partner - Executor

Primary Agent *

Successor Executor * Click "+" To Add more Agents

Financial Power of Attorney

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? *

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Yes

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No

Primary Agent : Full Legal Name: *

Address: *

Zip: *

Phone Number:

Successor Agent : * Click "+" To Add more Agents

Address: *

Zip: *

Phone Number:

Would your Spouse/Life Partner like to have different Power of Attorney than you? *

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Yes

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No

Financial Power of Attorney - Spouse/Partner

Do you wish to use same agents as your spouse Executor? *

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Yes

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No

Primary Agent : Full Legal Name: *

Address: *

Phone Number:

Successor Agent : * Click "+" To Add more Agents

Address: *

Phone Number:

Medical Power of Attorney

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? *

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Yes

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No

Primary Agent : Full Legal Name: *

Address: *

Zip: *

Phone Number:

Successor Agent : * Click "+" To Add more Agents

Address: *

Zip: *

Phone Number:

Would your Spouse/Life Partner like to have different agents than you? *

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Yes

✓

No

Medical 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: *

Address: *

Phone Number:

Successor Agent : * Click "+" To Add more Agents

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.

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