SimpleWill

Welcome to Simple Will Student Essentials Questionnaire!

Please review the following tips before you get started:

1. Answer thoughtfully, but do not overthink it. These questions are designed to help you consider important decisions. All responses will be reviewed by a qualified attorney and can be revised as needed.

2. The process is quick and easy, typically taking about 15–20 minutes to complete.

3. You can revisit the site at any time to make updates or changes using the username and password you created.

4. Once you are satisfied with your answers, click “Submit” to finalize them. You will then be directed to complete payment for your plan.

5. After submission and payment, a licensed attorney will review your responses and prepare the documents for signing.

Note: Should you encounter any issues or have questions, our team is available to assist you at 940-799-9594.

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. 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 *

Young Adult Info

Please let us know if you’re the student or a parent. This ensures the documents are set up correctly.

Are you a parent filling this out for your college student? *

✓

Yes

✓

No

Your Contact Details

Name:
Enter your full legal name as it appears on your driver’s license. If you use other names, list them in the ‘Also Known As’ field.

Date Of Birth *

Also known as (optional)

Suffix (optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Gender?

Male Female

Your Address

Full Address: *

State

County

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) *

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

Please select "Suffix(optional)".

Also known as(optional)

Gender

Male Female

Is Your spouse's address different than you? *

Yes No

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.

Choose someone you trust to manage your finances if you can’t. You’ll decide when their authority starts when you sign. We recommend naming one primary agent and at least one backup.

Primary Agent’s Full Name * Click "+" to add agent

Street Address: *

City: *

State: *

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.

Choose someone you trust to make medical decisions for you if you can’t. This can apply if you’re temporarily unable or permanently incapacitated. We recommend naming one primary agent and at least one backup.

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

Yes No

Primary Agent’s Full Name * Click "+" to add agent

Street Address: *

City: *

State *

Phone Number: *

Important Signing Instructions

Important Signing Instructions

GENERAL INSTRUCTIONS

You must sign your documents in the presence of a Notary.
The Notary and witnesses may not be anyone named in the documents and may not be related to you.
Only one original set of documents should be signed by you.

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