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 *

Young Adult Info

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

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Yes

✓

No

Student Name

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

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Yes

✓

No

Suffix(optional)

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Jr

✓

Sr

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II

✓

III

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Other

What are your personal pronouns?

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he/him

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she/her

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they/them

Your Address

Full Address: *

State

County

Is Your mailing address the same as your home address? *

✓

Yes

✓

No

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

✓

Sr

✓

II

✓

III

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Other

Please select "Suffix(optional)".

Also known as(optional)

What are your spouse's pronouns?

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he/him

✓

she/her

✓

they/them

Is Your spouse's address different than you? *

✓

Yes

✓

No

State: *

Financial Power of Attorney

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

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

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? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State *

Phone Number: *

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?

✓

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

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