Business Brokerage, Richards Gadberry and Julia Johnston

Registration Info
Your full legal name is required for your estate planning documents. This would be the name listed on your social security card, passport, or other federal identification documents. Please be sure to include your middle name or initial if listed on your documentation.

Provide your details below to get started on your Power of Attorney

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details
If you are married, your spouse will be selected as your primary agent throughout this estate planning process. Please know that you are not required to have your spouse as your primary agent, and you may choose to have another individual act as your agent.

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

✓

II

✓

III

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Other

Gender

✓

Male

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Female

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

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? *

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Yes

✓

No

State: *

Financial Durable POA:
Your Financial Power of Attorney Agent is the person you name to step into your shoes to handle financial matters for you and has legal authority to carry out the powers authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking your Financial Power of Attorney Agent(s), since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor. It is not uncommon to have the same person serving in both roles. By default, powers of attorney are durable, meaning they are effective immediately and remain in effect even if you become incapacitated. If you prefer a springing power of attorney—which becomes effective only upon your incapacitation—or another arrangement, please contact our office for comprehensive planning by calling: 931-651-1900.

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

Do you want to use the same agents as your personal representative? *

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Yes

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No

Primary Agent: * Click the "+" button to add another individual.

Phone Number *

Address *

Financial Durable POA-Spouse/Partner
Your Financial Power of Attorney Agent is the person you name to step into your shoes to handle financial matters for you and has legal authority to carry out the powers authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking your Financial Power of Attorney Agent(s), since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor. It is not uncommon to have the same person serving in both roles. By default, powers of attorney are durable, meaning they are effective immediately and remain in effect even if you become incapacitated. If you prefer a springing power of attorney—which becomes effective only upon your incapacitation—or another arrangement, please contact our office for comprehensive planning by calling: 931-651-1900.

Primary Agent: * Click the "+" button to add another individual.

Phone Number *

Address *

Health Care POA
Your Health Care Power of Attorney Agent will make medical decisions for you if you are incapacitated or otherwise unable to do so yourself. When picking a Health Care Power of Attorney Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as you regarding medical care.

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 Financial Durable POA? *

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Yes

✓

No

Primary Agent: * Click the "+" button to add another individual.

Phone Number *

Address *

Would you like to be an organ donor? *

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Yes﹐for transplantation purposes only

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Yes﹐for transplantation﹐education and/or research

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No

Health Care POA - Spouse/Partner
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

Provide health care agent to make medical conditions on your behalf

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: * Click the "+" button to add another individual.

Phone Number *

Address *

Would you like to be an organ donor? *

✓

Yes﹐for transplantation purposes only

✓

Yes﹐for transplantation﹐education and/or research

✓

No

Submission Screen

If you would like to review your responses, you can select each screen and review your answer or select the previous button which will open a print screen page. Click the “Submit” button below to be directed to a page where you will be able to pay for your estate planning documents you selected. Once you have paid for your documents, your information will be sent to our office, and you will then be prompted to schedule a phone call or Zoom meeting to review your documents with a legal professional.

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