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 online questionnaire.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Young Adult Info
Please provide the name of your college student. You are filling this out for them; their name will be selected as the primary” in the document while you can provide your name as their agent.

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

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Yes

✓

No

Student Name

Your Contact Details
Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

✓

Yes

✓

No

Suffix(optional)

✓

Jr

✓

Sr

✓

II

✓

III

✓

Other

What are your personal pronouns?

✓

he/him

✓

she/her

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they/them

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

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

✓

Yes

✓

No

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

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II

✓

III

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Other

Please select "Suffix(optional)".

Also known as(optional)

Gender

✓

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: *

Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

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

Primary Agent: *

Phone Number *

Address *

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

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? *

✓

Yes

✓

No

Primary Agent: *

Phone Number *

Address *

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? *

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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

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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