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Contact Information: Personal Information
First name
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Last name
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Are you married?
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Do you have children?
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Check any of the following that you would like to address as part of your estate plan.
Provide for a spouse
Provide for children
Appoint people to oversee the settling of my estate
Prevent one or more beneficiaries form inheriting in one large lump sum
Avoid the 40% federal estate tax on estates exceeding $6 million ($6 million exemption starts in 2026)
Make it easy for one or more trusted loved ones to handle your finances if you can't handle them for yourself at some point during the rest of your lifetime
Make it easy for one or more trusted loved ones to make your medical decisions if you can't do this yourself at some point during the rest of your lifetime
Document your decision regarding the withdrawal of life-sustaining procedures if you are in a profound vegetative state with no chance of recovery
Enable your survivors to avoid the court and attorney-involved probate process
Allow your children to keep their inheritance in the event they get divorced in the future
Appoint a legal guardian to serve as the "back-up parents" for your minor children
Use this space to describe any particular or unique family circumstances that you would want to discuss in an overall discussion about putting and keeping your estate legal affiars in order.
Check the following classes of assets that you own.
A home
Additional real estate other than a home
Retirement account (such as IRA and 401(k) account)
Others stocks or brokerage investment accounts outside of retirement accounts
A business
Certificates of deposit
Life insurance
What is the estimated value of your estate?
Select an option
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