Business Brokerage, Richards Gadberry and Julia Johnston

Registration Info

Provide your details below to get started on your Online Will

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Welcome Pre-Screener

Welcome to our pre-screening process, which includes a few questions to determine your eligibility for our online estate planning service. Based on your responses, you may be able to proceed online, or we may offer you the option to request that our office contact you directly.

Is the value of your estate over $2 million dollars? *

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Yes

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No

Closely held business interests? *

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Yes

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No

Real estate assets aside from primary home? *

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Yes

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No

Desire to protect assets from creditors past beneficiaries turning age 21? *

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Yes

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No

Pre or post-nuptial agreements, support obligations or contracts in place? *

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Yes

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No

Either spouse is a non-US-citizen? *

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Yes

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No

Is either spouse in assisted living or Skilled Nursing Facility? *

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Yes

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No

Do you have children with special needs? *

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Yes

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No

Contact You

Unfortunately our online estate planner does not work with clients who answer yes to questions on the pre-screener. However, we would be happy to talk to you about a solution that might work.

Would you like someone to reach out to you? *

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Yes

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No

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

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Yes

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No

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

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

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

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Sr

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II

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III

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Other

Also known as(optional)

Gender

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Male

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Female

Is Your spouse's address different than you? *

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Yes

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No

State: *

Beneficiary, Children, & Trust

Are you a parent or legal guardian of a child? *

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Yes

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No

Beneficiary Information

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

Relationship Type: *

How Do You Wish To Distribute Your Estate To Your Beneficiaries? *

Split shares equally to all Beneficiaries Split shares as Follows

Percentage(%)

Note: If the beneficiaries should predecease you then their share will be distributed to their descendants

Children

Select all that apply regarding your children, if any

I have children who are under 18 *

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Yes

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No

I plan on having a trust for some or all of my children *

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Yes

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No

Guardians for Your Minor Children

Name who you wish to be legal guardian(s) for your minor children:

Primary Guardian * Click the "+" button to add another Guardian.

Children Information

How many children do you and/or your spouse/partner have?

Child’s Name *

Relationship Type: *

Child Age *

Parents of Child *

How do you wish to distribute your estate to your children?

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Split shares equally

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Split shares as Follows

Percentage(%)

Children

age

Distribute the first half at the age of:

And Remainder at age:

Distribute first third at the age of:

Distribute second third at the age:

And Remainder at age

Trustee

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

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

Spouse Trustee

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

Personal Representative

Please name at least one or more individuals who will serve as the Personal Representative of your last will & testament:

Primary Personal Representative * Click the "+" button to add another individual.

Personal Representative - Spouse/Partner

Primary Personal Representative * Click the "+" button to add another individual.

Financial Durable POA:

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

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

Phone Number *

Address *

Health Care POA

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

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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

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? *

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Yes

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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

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.

Preview Answers

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