Legalgen

Welcome to the Walnut Creek Elder Law Online Estate Planning Questionnaire

This secure online questionnaire is designed to make the estate planning process simple and efficient. Most clients complete it in approximately 10 minutes.

Instructions for clients:

• Users should click “Next” to proceed through each section.

• Responses do not need to be perfect; answers will be reviewed during a follow-up meeting.

• Users will be registered with a username and password, allowing them to return and update their answers at any time.

• Each questionnaire page includes a question mark icon at the top, which serves as the Help button. You may click this icon at any time for clarification on how to complete the fields. The Help button also provides the contact phone number and email address you can use if you encounter any issues or need assistance.

• Upon completion of the questionnaire, the office will contact the client to schedule a meeting to review the estate plan.

Click ‘Next’ to begin.

Note: If you run into any issues or problems, reach out to our team for assistance at (415) 240-1981 or email support@legalgen.com.

Registration
Please use your legal name as it appears on your license or government-issue ID

Welcome to METAVERSE LAW GROUP. Please allow 15-20 minutes to complete this questionnaire. You can save and come back to the questionnaire as needed. All answers will be reviewed by our qualified attorney

Legal First Name *

Legal Middle Initital

Legal Last Name *

Email *

Password *

Phone Number *

We'll now ask you some questions so that we can design your plan Lets get started.

Your Contact Details
If you are married, your spouse will be defaulted as your primary agent throughout this interview. 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 primary helper.

Name:

NOTE: If you are filling this out on behalf of another person, please provide their information below

Date Of Birth *

Also Known As

Are you married? *

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Yes

✓

No

Select Name Suffix(optional)

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Jr

✓

Sr

✓

II

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III

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Other

Gender

✓

Male

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Female

Your Address

Full Address: *

State

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Important: Please enter your spouse’s legal name exactly as it appears on their license or government-issued ID. This information is used to prepare legal estate planning documents, and accuracy is required to avoid delays or corrections.

Your Spouse/Domestic Partner Information

Spouse Legal First Name *

Spouse Legal Middle Initital

Legal Last Name *

Email *

Date Of Birth *

Phone Number *

Select Name Suffix (optional)

✓

Jr

✓

Sr

✓

II

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III

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Other

Gender

✓

Male

✓

Female

Also Known As

State:

Power of Attorney
Need Help?
• Financial Power of Attorney Agent: The person authorized to manage your financial matters and act legally on your behalf.
• Durable Authority: This Power of Attorney becomes effective immediately upon signing and continues even if you become incapacitated.
• Primary Agent: The first individual authorized to act for you.
• Successor Agent: An individual who will act if the Primary Agent cannot.
• Using the Same Agent as Executor: It is common to name the same person as Executor and Financial Power of Attorney agent.
• Joint Agents: If agents serve jointly, they must make decisions together. Choose this option only if the agents can work well together.
• Springing Power of Attorney: If you prefer authority to begin only upon incapacity, additional planning is required and is outside the scope of this tool.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“A Durable Financial Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”

Do you wish to use same agents as your Executor? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names to the list

Phone Number: *

Full Address *

Successor Agent : * Click "+" button to add more names to the list

Phone Number: * Click "+" button to add more names to the list

Full Address *

Would like your Power of Attorney to serve jointly? *

✓

Yes

✓

No

Power of Attorney-Spouse/Partner
Need Help?
• Financial Power of Attorney Agent: The person authorized to manage your financial matters and act legally on your behalf.
• Durable Authority: This Power of Attorney becomes effective immediately upon signing and continues even if you become incapacitated.
• Primary Agent: The first individual authorized to act for you.
• Successor Agent: An individual who will act if the Primary Agent cannot.
• Using the Same Agent as Executor: It is common to name the same person as Executor and Financial Power of Attorney agent.
• Joint Agents: If agents serve jointly, they must make decisions together. Choose this option only if the agents can work well together.
• Springing Power of Attorney: If you prefer authority to begin only upon incapacity, additional planning is required and is outside the scope of this tool.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

“A Durable Financial Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”

Do you wish to use same agents as your Executor? *

✓

Yes

✓

No

Would like your Power of Attorney to serve jointly? *

✓

Yes

✓

No

Primary Agent : Full Legal Name: *

Phone Number:

Full Address

Successor Agent : *

Phone Number:

Full Address

Health Care Power of Attorney
Need Help?
• Health Care Power of Attorney Agent: The person authorized to make medical decisions for you if you are incapacitated or unable to communicate.
• Primary Agent: The first individual who will make health care decisions on your behalf.
• Successor Agent: An alternate who will serve if the Primary Agent cannot.
• Choosing an Agent: Select someone who understands your values, beliefs, and preferences regarding medical treatment, end-of-life care, and quality of life.
• Joint Agents: We do not recommend naming joint Health Care Agents, as disagreements may cause delays or confusion for health care providers.
• Best Practice: Naming one Primary Agent and at least one Successor Agent helps ensure continuity of care and clear decision-making.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Health Care Power of Attorney “A Health Care Power of Attorney allows you to appoint one or more individuals to make medical decisions on your behalf if you are unable to communicate or make decisions for yourself.
You may choose to use the same agent(s) you selected for your Financial Power of Attorney, or you may name different individuals. If you are married, you may also indicate whether your spouse or life partner will have different Health Care Power of Attorney agents.
Please name a Primary Agent and at least one Successor Agent who may act if your Primary Agent is unavailable or unwilling to serve.”

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

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names

Phone Number: *

Full Address *

Successor Agent : Click "+" button to add more names

Phone Number: * Click "+" button to add more names

Full Address *

Would you like your successor agent(s) to serve joinltly? *

✓

Yes

✓

No

Health Care Power of Attorney-Spouse/Partner
Need Help?
• Health Care Power of Attorney Agent: The person authorized to make medical decisions for you if you are incapacitated or unable to communicate.
• Primary Agent: The first individual who will make health care decisions on your behalf.
• Successor Agent: An alternate who will serve if the Primary Agent cannot.
• Choosing an Agent: Select someone who understands your values, beliefs, and preferences regarding medical treatment, end-of-life care, and quality of life.
• Joint Agents: We do not recommend naming joint Health Care Agents, as disagreements may cause delays or confusion for health care providers.
• Best Practice: Naming one Primary Agent and at least one Successor Agent helps ensure continuity of care and clear decision-making.
• Assistance: If you have questions or encounter issues, contact our team at (565) 656-5656 or email info@pawillsonline.com or support@legalgen.com.

Health Care Power of Attorney “A Health Care Power of Attorney allows you to appoint one or more individuals to make medical decisions on your behalf if you are unable to communicate or make decisions for yourself.
You may choose to use the same agent(s) you selected for your Financial Power of Attorney, or you may name different individuals. If you are married, you may also indicate whether your spouse or life partner will have different Health Care Power of Attorney agents.
Please name a Primary Agent and at least one Successor Agent who may act if your Primary Agent is unavailable or unwilling to serve.”

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

✓

Yes

✓

No

Primary Agent : Full Legal Name: * Click "+" button to add more names

Phone Number: *

Full Address *

Successor Agent : * Click "+" button to add more names

Phone Number: *

Full Address *

Submission Screen

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your interview to us.
This is a huge step in getting your estate plan done. Once you click ‘Submit’, you will be directed to a webpage where you will be able to pay for your plan. Once you have paid for your plan, you will then be directed to click the button to schedule a virtual review meeting with us. Your virtual review meeting will be with one of our attorneys so that we may personally review your documents with you prior to you signing them. After your review meeting, you will receive instructions so that you can have your estate plan signed and executed.
Important: Even though you have completed this interview, your estate plan is not complete until you properly sign your documents following a virtual review meeting with one of our attorneys. Please also note that we are not engaged to help you until you have paid for your plan.

Preview Answers

Your Progress