Welcome and Registration Please use your legal name as it appears on your license or government-issue ID
Total Estate Value The value of your total estate includes all assets held in your individual name, jointly, or that you control. Assets can include, but are not limited to, real estate, your retirement accounts, bank accounts, brokerage/stock accounts, business interests, and valuable jewelry and collectibles. The value of the assets goes by either the amount of money held in the account or the fair market value of any real estate, tangible property, or intangible asset (e.g. business interest).
Contact You Our office would like to discuss an Estate Plan option specifically for your needs. One of our qualified attorneys will be happy to assist in determining a plan just for you. We will contact you as soon as possible with the information you have provided.
Your Contact Details Your Contact Details
Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Children and Beneficiaries If you have children, you will be provided with the option to establish a testamentary trust for their benefit. A testamentary trust is a trust created after your passing. The trust is held for the benefit of your children until they reach a certain age. This allows for a trustee to manage a child’s inheritance until they reach a mature age.
Children When answering these questions, please answer the questions based on all your children including any stepchildren. By setting up a trust for your child(ren), you will be able to appoint a trustee to manage your children’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child(ren) as they see fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance. If you do not choose to set up a trust for your child, their inheritance will go to them outright, meaning they have full access and control once they reach the age that you predetermine, up to age 25. While a beneficiary under the age of 18 will automatically have a trust created for them at the time of your death, our office recommends setting up a standalone children’s trust effective under today’s laws to protect your beneficiaries’ inheritance from your creditors, decrease probate and estate administration costs, and ensure your beneficiaries receive their inheritance per your wishes.
Guardians for Your Minor Children Guardian is a person who takes care of the physicall needs of your child until they turn 18. If you have step children, then the surviving bioligical parent is presumed to be guardian, unless their rights have been legally teminated. You can overwrite primary Guardian
Children Information Name your children and/or step children. Determine how to distribution your estate and when you would distributed.
Tangible Personal Property Your tangible personal property includes the contents of your home (jewelry, furnishings, artwork, collectible items, cars, etc.).
Children’s Trustee A Trustee is the person who manages the assets held in trust for your child(ren). This trust will be in effect for your child(ren) immediately upon signing and can be used to hold funds for their benefit during your lifetime. You can name a successor trustee should you and your spouse, if applicable, be unable to serve. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together.
Beneficiary Information Name beneficiaries if you have no children.
Trustee-Spouse/Life Partner A Trustee is the person who manages the assets held in trust for your child(ren). This trust will be in effect for your child(ren) immediately upon signing and can be used to hold funds for their benefit during your lifetime. You can name a successor trustee should you and your spouse, if applicable, be unable to serve. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together.
Final Affairs The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.
Final Affairs - Spouse/Partner The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.
Financial Agents Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
Financial Agents-Spouse/Partner Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
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
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
HIPAA Agents In addition to the health care agents that you nominated on the previous screens, are there any other individuals that you wish to add to your HIPAA Authorization?
HIPAA Agents Spouse/Partner In addition to the health care agents that you nominated on the previous screens, are there any other individuals that you wish to add to your HIPAA Authorization?
Living Will A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery.
Living Will Spouse/Partner A Living Will is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. It provides written declaration to your agent that you would not want any extraordinary measures or procedures to prolong your life unnecessarily if a physician indicates that you suffer from a terminal condition or a state of permanent unconsciousness, such as a permanent coma or persistent vegetative state, and there is no realistic hope of significant recovery.