Estate Planning Form

Welcome to the Law Office of Mike Brooks
Step 1: Take 20 minutes to complete and submit our Estate Planning Form in our secure portal below and we'll start drafting your documents (Will, Testamentary Trust if applicable, Power of Attorney and Advance Medical Directive).

*If you have a spouse, each party should complete the Estate Planning Form separately.

**If you would prefer to meet with Mike instead of submitting your information through the portal, please contact us at 804-512-6163 or at jessica@brookslawpllc.com for pricing and scheduling.

***You can learn more about us at https://brookslawpllc.net

Step 2: Once you've submitted your form, we'll contact you to schedule an in-person appointment to review and sign your documents at one of our offices in Richmond or King William.

Step 3: We'll email you a copy of your draft documents prior to your appointment so you can review for accuracy.

Step 4: On the day of your appointment, bring 1 form of government issued identification (e.g., driver's license or passport) so that we can notarize your documents for you. We will collect your payment of $600 and accept cash, check, Venmo and Paypal.

Step 5: Leave with your Estate Plan!
Here's what's you'll do on this form:

1. Enter your info and choose your executor - this is the person who will execute your will upon your death. If you'd like general information on Wills in Virginia, visit https://vsb.org/EN/Site/05_News-and-resources/pubs/wills-va.aspx

2. List if you have a spouse and minor children. You can choose a legal guardian for minor children should something happen to you.

3. Allocate your assets and list your beneficiaries (you'll have the option to also establish a Testamentary Trust which is often used to manage and protect assets for minors or beneficiaries who may not be able to manage the assets themselves).

4. Choose someone to make medical decisions on your behalf if you are unable - this is your Advance Medical Directive.

5. Choose someone to act on your behalf for specific legal or financial matters if you are unable- this is your Durable Power of Attorney.
I. General Info
Enter your Legal Name:*

First NameMiddle NameLast Name
Enter your Legal Address:

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Enter your Email*

Confirmation EmailConfirm your Email
YesNo
YesNo
No need to fill out this form!

Contact us at:

804-512-6163 or jessica@brookslawpllc.com

so we can advise you on next steps.

II. Choosing your executor:

The executor is the person that carries out the terms of your will. Choose someone who is trustworthy, organized, reliable, patient, in good financial standing and knowledgeable about your estate. This may be your spouse, close friend, business asssociate, or a professional like an attorney, accountant, or trust company. You should also name a back-up exectutor in case you only draft one will during your lifetime and your first choice of executor dies before you, or chooses not to serve.
List the Legal Name of your executor:*

First NameMiddle NameLast Name
List the Legal Name of your BACK-UP executor:

First NameMiddle NameLast Name
III. Spouse/Minor Children
YesNo
Enter your spouse's legal name and date of birth below:
Example: Joan Marie Doe, 03/25/1968
YesNo
List the full legal name (first, middle and last) and date of birth for each minor child. For example, Jane Elizabeth Doe, 10-5-2020*
Choosing a legal guardian for your Minor Children:

Choose a person you trust to make legal decisions and be a good caretaker for your kids. (The other biological parent will be the first guardian if something happens to you, but it is good to name an alternate guardian to be safe).
Enter the Legal Name of the guardian you choose for your kids:*

First NameMiddle NameLast Name
Enter the guardian's Legal Address:

Street Address

Street Address Line 2 - Type "NA" if not applicable

CityState / Province

Postal / Zip Code
Enter the guardian's Phone Number:
3-digit area code + 7 digit phone numberFormat: (000) 000-0000.
Establishing a Testamentary Trust
Yes. I would like to establish a Testamentary Trust to protect assets for minor children and beneficiaries.No. I will leave this decision up to the courts.
Selecting a Trustee

Choose someone to be in charge of your Testamentary Trust. This person (the trustee) will manage the assets you place in the trust, and will distribute them to your beneficiaries according to your wishes when the time comes. This person should be trustworthy and responsible. You may choose to use the same person you've chosen as guardian for your minor children OR you may choose someone different.
YesNo. I'd like to name someone different as my Trustee .
Full Name of Trustee:

First NameMiddle NameLast Name
Phone Number of Trustee
3-digit area code + 7-digit phone numberFormat: (000) 000-0000.
Email of Trustee
example@example.com

IV. Listing Beneficiaries and Allocating your Estate:
What to allocate:

- DON'T allocate life insurance policies, annuities, or retirement plans because these already have named beneficiaries as part of their contractual language

-DON'T allocate items like paintings, furniture, and family heirlooms because we will give you a separate document to list these things when you meet in person.

-DO allocate house(s), vehicle(s), land, money, investments, and key financial assets. Be specific. For example, if you have multiple homes, provide an address for each.
How:

- Divisible property like cash can be allocated in specific dollar amounts ($) or by percentage (%).

-Indivisible property like your home, car or land can be allocated to specific beneficiaries or it can be allocated to multiple beneficiaries .

-You can choose to leave your assets to your spouse, children, family members, friends or to charities.

It's your choice how you allocate these assets, just be clear in your will and communicate with your beneficiaries ahead of time so they understand your wishes.
List your beneficiaries:
List the legal names (First, Middle, Last) and dates of birth of your beneficiaries in the first two boxes. Then allocate your estate to them in the third box. Add more beneficiaries by clicking save and be sure to click save before you continue. You can also include the same beneficiary on multiple lines if you want to allocate more than 1 asset to them.*
If you would like to donate to a charity or organization, please list their name(s) and any special instructions here:
I have listed all my beneficiaries, divided my estate correctly, and am ready to proceed.

VI. Other Info
If you would like to name guardian(s) for your pets use the box below. List the name(s) of your pet(s) followed by the legal name and contact information for the guardian you choose. For example: Nellie, John Lewis Doe, 804-123-4567
If there are specific people you want to exclude from your will or you don't want laying claim to your estate, type their legal names here. These people may include ex-spouses or estranged family members.
VII. Advance Medical Directive

An advance medical directive in Virginia is a legal document that allows a person to state what they want for their own medical care if they are unable to make decisions for themselves due to incapacity. An advance directive specifies the health care that you do or don't authorize and you can appoint an agent to make health care decisions on your behalf. You should choose 1-2 people who are aware of your values and who you trust to communicate your wished to your medical team.
YesNo
Enter the Legal Name of the PRIMARY person you're giving medical power of attorney to:*

First NameMiddle NameLast Name
Enter the Phone Number of the PRIMARY person you're giving medical power of attorney to:*
3-digit area code + 7-digit phone numberFormat: (000) 000-0000.
Enter the Legal Name of the BACK-UP person you're giving medical power of attorney to (optional):

First NameMiddle NameLast Name
Enter the Phone Number of the BACK-UP person you're giving medical power of attorney to (optional):
3-digit area code plus 7-digit phone numberFormat: (000) 000-0000.
VIII. Giving Durable Power of Attorney:

Having a Durable Power of Attorney can be helpful in situations where you are physically unable to sign documents (e.g., you are traveling or become incapacitated due to illness or disability).
YesNo
Enter the Legal Name of the person you're giving durable power of attorney to:*

First NameMiddle NameLast Name
Enter the Phone Number of the person you're giving durable power of attorney to:*
3-digit area code plus 7-digit phone numberFormat: (000) 000-0000.

You're Almost Done!

1. Submit this form using the button below and we'll contact you to set up your in-person appointment with Mike.

2. We will draft your estate planning documents with the information you've submitted and email you a copy to review for accuracy prior to your appointment.

3. On the day of your appointment, bring 1 form of government issued identification (e.g., driver's license, passport) so that we can notarize your signed documents for you. We'll collect payment on the day of your appointment. We accept Venmo, PayPal, Cash, or Check.

Should be Empty: