Legalgen

Welcome and Registration

Welcome to the Summary of Wishes application. This process will take approximately 15 minutes. By starting our application, we’ll automatically be registered with a login and password—allowing us to save our progress and return later to make updates if needed.

This summary is intended to provide guidance to those who will have a role of great importance as guardian, caregiver, or trustee for our child at the time of our death or incapacity. It represents the vision we have for our child and includes meaningful details to support those entrusted with their care. While not every circumstance can be predicted, this document reflects our heartfelt wishes and should be considered binding to the greatest extent possible.

We ask that guardians follow the values we’ve expressed here concerning our child’s personal care and nurturing, education, spiritual development, and social growth. Trustees are asked to fully support the guardian in carrying out this vision effectively.

Getting Started

We’ll begin by completing the form below with our name, email, and contact number. Once registered, we’ll be guided step-by-step through the application. If we need to pause, we can return at any time. Thank you for your care and attention in helping preserve our child’s well-being, continuity, and connection with loved ones.

First Name *

Middle Name

Last Name *

Email *

Password

Phone

Initial Instructions - Appointed Guardian

Upon our death or incapacity, our child will become the responsibility of the appointed guardian, identified as follows:

Primary Guardian

Email

Phone

Address

Appointed by the Court yet?

✓

Yes

✓

No

Family Members, Friends, And Organizations

Upon our death or incapacity, and as soon as our child is placed in the custody of their guardian, please notify the following family members, friends, and organizations of our death or incapacity, and of the location of our child:

Name Click the "+" button to add another individual.

Relationship Type:

Phone:

Work Phone:

Address:

Getting to Know Our Child

Telling Our Child
We ask that you talk to our child about our death or incapacity in the following manner:

Details About Our Child’s Living Situation
We request that information about our child’s living situation be given out to involved family, friends, and organizations in the following manner:

Advocacy
It is crucial that the level of advocacy we have provided for our child continue when we are no longer able to advocate on their behalf. The following details will guide you in this most important responsibility:

Important Details Regarding Family Involvement
It is important to us that the family involvements that we have shared in the past continue to be a resource to our child. Family gatherings and family activities have meant a great deal to us and to our child. In the future, please consider our wishes regarding holiday and other annual celebrations:

Our Vision For Our Child’s Religious & Spiritual Growth
Because our family’s spiritual customs are important to us, it is our wish that our child be raised in the following religious tradition, and with the following spiritual routines and values:

Our Educational Preferences For Our Child
Mental stimulation is an important part of our child’s day. Please be aware of their preferences and opportunities as follows:

Activities & Recreation
As a family, our hobbies, interests, and recreational pursuits have been special times of great enjoyment. We would especially like our child to share in exposure to and enjoyment of the following pursuits:

Discipline
It is important to us that our child be disciplined in a manner consistent with our values and child-rearing practices. We believe that our child should not be punished for developmentally appropriate behaviors. Rather, we prefer that our guardian use distraction, redirection, negotiation, or other non-punitive methods of guiding our child’s behavior so that the guardian and our child can live together in peace. The following methods of discipline are totally unacceptable to us, and if our guardian feels they require these methods, we wish that person to decline to accept the guardianship of our child:

Financial Needs
There is a need to make sure that our child’s financial needs are met when we are no longer able to oversee. We have established a trust that will provide funds to ensure his/her quality of life. Please make sure that the following is addressed:

All About Our Child

The following information is a snapshot about our child’s community involvement:

Job

Name/Position

Weekly Schedule

Location

Comments

Goal(s) of These Community Roles

Attach your child’s Individual Education Plan (IEP) or Individual Support Plan (ISP), if applicable

Trustee

Provide the legal name of your trustee to administer the trust that will be created for your beneficiaries:

Would you like your Primary Trustees to serve jointly? *

✓

Yes

✓

No

Primary Trustee: *

Serve Jointly

Online Accounts

The following are online accounts our child has (social media, companies, banks):

Name

Username

Password

Comments

Spouse Trustee

Would you like your Primary Trustees to serve jointly? *

✓

Yes

✓

No

Primary Trustee: *

spouse_Serve Jointly

Routine

The following information gives insight into our child’s daily schedule:

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Personality Traits & Preferences

Personality Traits & Preferences

Children Personal Information

The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:

Our Child

Name *

Full Street Address *

Social Security Number

Date Of Birth

Phone Number

Email Address *

Parents Information

The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:

Parents

Father’s Name *

Full Street Address *

Social Security Number

DOB and/or DOD (if applicable)

Phone Number

Email Address *

Mother’s Name *

Social Security Number

Full Street Address *

DOB and/or DOD (if applicable)

Phone Number

Email Address *

Trustee(s) of the Supplemental Needs Trust

The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:

Do you have a Supplemental Needs Trust for your children?

✓

Yes

✓

No

Relationship Type:

Contacts

Individuals, organizations, professional groups, government agencies, or other important contacts providing or coordinating services for our child are provided in order that a seamless communication exist that will allow a smooth transition for our child, and all concerned.

Organization/Individual Name

Relationship Type:

Full Street Address

Phone Number

Email Address

Services Provided/ Comment

Medical Information

Professional’s Name

Phone Number/Fax

Address

Specialty

How often do you go?

Comments

Financial DPOA-Spouse/Partner

Primary Agent: *

Phone Number *

Address *

Primary Insurance Information

Medicare Number

Medicare Compliment

Medicaid Number

Health Insurance Provider

Policy Number

Group Number

Secondary Insurance Information (if applicable)

Health Insurance Provider

Policy Number

Medicare Number

Medicaid Number

Group Number

Contact Information

Health Care POA - Spouse/Partner

Please provide the information of one or more individuals who will serve as your health care agent:

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

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

Tertiary Insurance Information (if applicable)

Health Insurance Provider

Policy Number

Medicare Number

Medicaid Number

Group Number

Contact Information

Medical History

The following is our child's medical history information:

Diagnosis

Diagnosis Definition

Doctor

Year Diagnosed

Treatment/ Medication

How it Affects Daily Life

Prescription Medication

The following prescription medication(s) are currently used:

Medication Purpose

Dose/ Frequency

Doctor Information

Date

Side Effects Noted

Comments:

Non-Prescription Medication

The following non-prescription medication(s) are currently used:

Medication Purpose

Dose/ Frequency

Side Effects Noted

Comments:

Equipment/Assistive Technology

The following equipment and/or assistive technology devices are currently used:

Name of Device

Directions on How to Use

Comments:
Comments

Income

The following information relates to all income that our child receives:

Supplemental Security Income (SSI)

Social Security Disability Income (SSDI):

Employment

Veteran’s Benefits

Pension

Other

Assets

The following information relates to all assets available to our child:

Do you have a bank account in your name or your child’s name?

✓

Yes

✓

No

Do you own or co-own any real estate property?

✓

Yes

✓

No

Regular Gifts from a Parent/Family Member

Savings Bonds, CDs, Annuities, Mutual Funds, Stocks, etc.

Other

Estate Planning Documents

The following identifies the legal documents our child has established:

Financial Power of Attorney

Appointed Agent

Where Document is Stored

Agent’s Address

Phone Number

Email

Relationship

Health Care Power of Attorney

Appointed Agent

Agent’s Address

Phone Number

Email

Where Document is Stored

Realtionship

Estate Planning Documents Continued

The following identifies the legal documents our child has established:

Mental Health Power of Attorney

Appointed Agent

Where Document is Stored

Agent’s Address

Phone Number

Email

Relationship

Living Will

Appointed Agent

Agent’s Address

Phone Number

Email

Where Document is Stored

Realtionship

Wishes for Medical Treatment

Executor - Spouse/Partner

Primary Executor *

Last Will and Testament

The following identifies the legal documents our child has established:

Last Will and Testament

Important Wishes Stated in This Document

Where Document is Stored

Beneficiary Information

Our child is named as a beneficiary on the following accounts:

Type of Account

Where Held

Additional Information

Additional Information provided

Miscellaneous Information

Submission Screen

Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake."

Your Progress