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 *

Phone Number *

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 *

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Male

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Female

Please select "Gender".

Your Address

Full Address: *

State

County

Zip Code

Total Estate Value
The value of your total estate includes all assets held either in your individual name, jointly, or that you control. Assets can include but are not limited to real estate, your retirement accounts, any bank accounts, brokerage accounts, stocks, bonds, life insurance, business interests, automobiles, and valuable jewelry and collectibles. The value of the assets goes by either the amount of money held in the account or the fair market value of any real estate, tangible property, or intangible asset (e.g. business interest).

What is the value of your estate? *

Beneficiary Information
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you are not leaving your estate to your spouse first and then to your children equally, please list your desired beneficiaries and note the percentage each will receive.

First Beneficiary

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

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(%) *

Executor
The Executor is the person who is appointed to handle the estate once you have passed away. The Executor’s job is to determine and obtain access to the estate assets, make sure that the expenses and taxes are paid and then make distributions of remaining assets to those named as beneficiaries. The Executor’s role is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions.

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 on "+" To Add more Agents

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?

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Yes

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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? *

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Yes

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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