• 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

  • Format: (000) 000-0000.
  • Your Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year

  • Your Spouse

    Many married people want everything they own, other than specific and charitable gifts, to be given to their spouse.
  • Spouse's Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Children and Grandchildren Information:
  • Summary of Your Estate Assets
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    • Click here to enter information about your children or continue to the next section 
    • Please list each of your children's names, including their dates of birth. Please also include any children who you legally adopted.
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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
    • Is this information the same or different for your spouse?
    • Beneficiaries and Gifts
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    • Spouse's Beneficiaries

    • Spouse's Separate Beneficiaries and Gifts
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  • Real Property

  • Do you own any real estate other than your primary residence?
    • Add Motor Vehicles 
    • Add Financial and Crypto Accounts 
    • List all financial institution accounts, including checking, savings, money market and business checking/savings accounts:
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    • List any stocks, bonds, or securities you hold with publicly traded companies, or investment accounts used for trading on stock exchanges.
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    • Add Life Insurance Information 
    • Please provide information about your life insurance:
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    • Add Gifts of Jewelry, Collectibles, Antiquest and Heirlooms 
    • Do you wish to make specific gifts from items such as jewelry, antiques, or other collectibles.
    • Tell us more about specific gifts from collectibles, heirlooms or other items of personal property.
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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.
    • Is your spouse electing to appoint access to his or her digital assets?
    • Location of Digital Assets. Please check all that apply:
    • Access to your digital assets (do NOT include passwords)
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    • (For Spouse) Access to digital assets (do NOT include passwords)
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    • Click to upload deeds 
    • Tell us more about your real property
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    • Click here to add business assets 
    • Click here to add specific gifts (cash, collectibles, jewelry, cars, etc.) 
    • If applicable, list Husband's specific gifts:
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    • If applicable, list Wife's specific gifts:
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    • Click here to name the people you appoint to act on your behalf 
    • Will your spouse appoint someone different than you are appointing
    • Trusted Individuals (list in the order of priority and who would be backup)
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    • Contact information for appointed persons listed above
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    • (For Spouse) Trusted Individuals (list in the order of priority and who would be backup)
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    • (For Spouse) Contact information for appointed persons listed above
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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
    • Limitation of available powers to my appointed agent:

    • Spouse's Power of Attorney

    • (For Spouse) Limitation of available powers to my appointed agent:

  • 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.

  • I authorize the following medical decisions:
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  • What conditions do you want to apply to the activation of this power?
  • In the event you need a coourt-appointed guardian to make medical decisions on your behalf, who would that person be?
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  • Spouse's Medical Decisions

  • (For Spouse) I authorize the following medical decisions:
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  • (For Spouse) What conditions do you want to apply to the activation of this power?
  • (For Spouse) In the event you need a coourt-appointed guardian to make medical decisions on your behalf, who would that person be?
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  • Are you ready for us to prepare your estate documents?*
  • Should be Empty: