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  • Making Your Plan

    These are very important decisions. It can take an hour or more to complete this plan so please give yourself plenty of time to work on this. If you need to save and come back later, click SAVE. You will receive an email with a link to return and continue where you left off.

  • Estate Summary

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  • Your Spouse

    Many married people want everything they own, other than specific and charitable gifts, to be given to their spouse.
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    • Click here to enter information about your children or continue to the next section 
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    • Testamentary Trust

      A testamentary trust provides for a guardian of your minor child(ren) to receive their funds and distribute them according to your instructions and wishes.
    • Click here to enter information about your beneficiaries of your estate 

    • Beneficiaries

      Now that you have shared information about your close family, please provide details how you want to divide your estate
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    • Spouse's Beneficiaries

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  • Real Property

    • Add Motor Vehicles 
    • Add Financial and Crypto Accounts 
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    • Add Life Insurance Information 
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    • Add Gifts of Jewelry, Collectibles, Antiquest and Heirlooms 
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    • Digital Assets 

    • Digital assets are typically your online accounts such as cloud storage, social media, email, etc. If you do not provide access in this section, your loved ones will have to obtain a court order to access your online accounts.
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    • Click to upload deeds 
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    • Browse Files
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    • Click here to add business assets 
    • Click here to add specific gifts (cash, collectibles, jewelry, cars, etc.) 
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    • Click here to name the people you appoint to act on your behalf 
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    • Click here to include other miscellaneous provisions for your will 

    • Instructions for final disposition

    • In Your Own Words . . .

    • Click here to plan your Power of Attorney 

    • Here are all powers available under a Power of Attorney:

      • Tangible personal property
      • Make changes to my estate plan
      • Stocks and bonds
      • Claims and litigation
      • Commodities and options
      • Personal and family maintenance
      • Banks and other financial institutions
      • Benefits from governmental programs or civil or military service
      • Operation of entity or business
      • Retirement plans
      • Insurance and annuities
      • TaxesCreate, amend, revoke, or terminate a trust on my behalf
      • Make a giftof my propery
      • Create or change rights of survivorship
      • Create or change a beneficiary designation
      • Authorize someone else to act as my agent under this power of attorney
      • Waive the principal's right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan
      • Access the content of electronic communications
      • Exercise fiduciary powers (such as power of attorney) that I may delegate
      • Disclaim or refuse an inheritance

    • Spouse's Power of Attorney

  • Advance Directive for Healthcare (Living Will)

  •  Your living will or advanced medical directive instructs your agent how you want medical decisions to be made for you if you are incapacitated and unable to direct your own health care. When you execute your Advance Medical Directive with one of our attorneys, there will be several decisions you can make at that time. The types of decisions you will make include:

    • Whether or not your agent has authority to authorize your autopsy;

    • Whether or not your agent can donate your organs;

    • Who you wish to make decisions about your final disposition;

    • The manner of your final disposition (burial, cremation, etc.);

    • Whether or not you wish to appoint your agent or someone else ass your guardian in the event you need a legal guardian.

    You do not have to make a decision about any of these matters right now. Please feel free to share your choices in this section of the questionnaire. However, you may address your questions directly to one of the attorneys when the time comes to execute your documents.

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  • Spouse's Medical Decisions

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