1Start2Family3Representatives4Gifts5Assets6Review7Finish

Tell us about yourself

Planning for?(Required)





Premium Upgrade (for a one-time additional charge of $125 include a one time annual estate plan review)(Required)





If you have a promo code, enter it here.

Full Legal Name(Required)







Gender(Required)





Address(Required)













Are you a US Citizen?(Required)





Are either of your parents still living?(Required)





Are either of your grandparents still living?(Required)





Have you ever served as part of the US Armed Forces?(Required)





Are you an organ donor?(Required)





Employer Address












Tell us about your family

Do you have children?(Required)





Children Information

Children

Enter all children to be provided for under your Will whether by birth or adoption (you can include stepchildren but only if you want to treat them as a natural or adopted child for inheritance purposes). It is also important to complete the “Relationship” field for each child listed. NOTE: If you selected to plan for both you and your spouse joint children will need to be listed twice: (i) for you and (ii) for your spouse.Full Legal NameDate of Birth (MM/DD/YY)RelationshipSpecial Needs 

Are you married?(Required)





Spouse Information

Existence of any pre-nuptial agreement?(Required)





Full Legal Name(Required)







Gender(Required)





Are you a US Citizen?(Required)





Are either of your parents still living?(Required)





Are either of your grandparents still living?(Required)





Have you ever served as part of the US Armed Forces?(Required)





Are you an organ donor?(Required)





Do you have children?(Required)





Spouse Children

Enter all children to be provided for under your Will whether by birth or adoption (you can include stepchildren but only if you want to treat them as a natural or adopted child for inheritance purposes). It is also important to complete the “Relationship” field for each child listed. NOTE: If you selected to plan for both you and your spouse joint children will need to be listed twice: (i) for you and (ii) for your spouse.Full Legal NameDate of Birth (MM/DD/YY)RelationshipSpecial Needs 


Personal Representative

Who would you like to appoint as your Personal Representative for Last Will & Testament?(Required)

Personal Representatives appointed in sequential order below. It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Would you like to appoint a Co-Personal Representative?(Required)





Any action by Co-Personal Representatives shall require:(Required)





Name Co-Personal Representative(s)(Required)

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Co-Personal Representative for First Choice

Full Legal NameRelationship

Co-Personal Representative for Second Choice

Full Legal NameRelationship

Co-Personal Representative for Third Choice

Full Legal NameRelationship

Co-Personal Representative for Fourth Choice

Full Legal NameRelationship

Co-Personal Representative for Fifth Choice

Full Legal NameRelationship

Would your Spouse like the same Personal Represenative(s)?(Required)

(if you select “yes” and your spouse listed you as a fiduciary then each spouse will serve as a corresponding fiduciary for the other and all other appointed fiduciaries will remain the same for both spouses)




Spouse Personal Representatives for Last Will & Testament(Required)

Personal Representatives appointed in sequential order below. It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Spouse – Would you like to appoint a Co-Personal Representative?(Required)





Any action by Co-Personal Representatives shall require:(Required)





Name Spouse Co-Personal Representative

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Spouse Co-Personal Representative for First Choice

Full Legal NameRelationship

Spouse Co-Personal Representative for Second Choice

Full Legal NameRelationship

Spouse Co-Personal Representative for Third Choice

Full Legal NameRelationship

Spouse Co-Personal Representative for Fourth Choice

Full Legal NameRelationship

Spouse Co-Personal Representative for Fifth Choice

Full Legal NameRelationship

Would you like to appoint any Guardians for your children?(Required)





Guardians for Minor Children

Who will serve as guardian for your minor children (if any)? It is best practice to appoint at least two individuals. (An appointed guardian for a minor will only be necessary when both legal parents (regardless of marital status) are no longer able to serve in that capacity due to death, disability, incapacity or otherwise)OrderFull Legal NameRelationshipIs this individual over 18? 

Would you like to appoint a co-guardian?(Required)





Name co-guardian(s)











Co-Guardian for First Choice

Full Legal NameRelationship

Co-Guardian for Second Choice

Full Legal NameRelationship

Co-Guardian for Third Choice

Full Legal NameRelationship

Co-Guardian for Fourth Choice

Full Legal NameRelationship

Co-Guardian for Fifth Choice

Full Legal NameRelationship

Durable Power of Attorney

Who would you like to appoint as your Durable Power of Attorney?(Required)

If you were incapacitated for any period of time, who would you choose to handle your financial affairs? It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Would you like to appoint a Co-Durable Power of Attorney?(Required)





Any action by Co-Durable Powers of Attorney shall require:(Required)





Name Co-Durable Power of Attorney(s)

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Co-Durable Power of Attorney for First Choice

Full Legal NameRelationship

Co-Durable Power of Attorney for Second Choice

Full Legal NameRelationship

Co-Durable Power of Attorney for Third Choice

Full Legal NameRelationship

Co-Durable Power of Attorney for Fourth Choice

Full Legal NameRelationship

Co-Durable Power of Attorney for Fifth Choice

Full Legal NameRelationship

Would your Spouse like the same Durable Power of Attorney?(Required)

(if you select “yes” and your spouse listed you as a fiduciary then each spouse will serve as a corresponding fiduciary for the other and all other appointed fiduciaries will remain the same for both spouses)




Spouse Durable Power of Attorney(Required)

If you were incapacitated for any period of time, who would you choose to handle your financial affairs? It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Spouse Would you like to appoint a Co-Durable Power of Attorney?(Required)





Any action by Co-Durable Powers of Attorney shall require:(Required)





Name Spouse Co-Durable Power of Attorney(s)

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Spouse Co-Durable Power of Attorney for First Choice

Full Legal NameRelationship

Spouse Co-Durable Power of Attorney for Second Choice

Full Legal NameRelationship

Spouse Co-Durable Power of Attorney for Third Choice

Full Legal NameRelationship

Spouse Co-Durable Power of Attorney for Fourth Choice

Full Legal NameRelationship

Spouse Co-Durable Power of Attorney for Fifth Choice

Full Legal NameRelationship

Healthcare Power of Attorney

Who would you like to appoint as your Healthcare Power of Attorney(Required)

If you were incapacitated for any period of time, who would you choose to make healthcare decisions for you? It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Would you like to appoint a Co-Healthcare Power of Attorney?(Required)





Any action by Co-Healthcare Powers of Attorney shall require:(Required)





Name Co-Healthcare Power of Attorney(s)

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Co-Healthcare Power of Attorney for First Choice

Full Legal NameRelationship

Co-Healthcare Power of Attorney for Second Choice

Full Legal NameRelationship

Co-Healthcare Power of Attorney for Third Choice

Full Legal NameRelationship

Co-Healthcare Power of Attorney for Fourth Choice

Full Legal NameRelationship

Co-Healthcare Power of Attorney for Fifth Choice

Full Legal NameRelationship

Would your Spouse like the same Healthcare Power of Attorney?(Required)

(if you select “yes” and your spouse listed you as a fiduciary then each spouse will serve as a corresponding fiduciary for the other and all other appointed fiduciaries will remain the same for both spouses)




Spouse Healthcare Power of Attorney(Required)

If you were incapacitated for any period of time, who would you choose to handle your financial affairs? It is best practice to appoint at least two individuals.OrderFull Legal NameRelationship 

Spouse Would you like to appoint a Co-Healthcare Power of Attorney?(Required)





Any action by Co-Healthcare Powers of Attorney shall require:(Required)





Name Spouse Co-Healthcare Power of Attorney(s)(Required)

NOTE: If you want to list more than one Co-Agent to serve simultaneously with an Agent you have previously listed above then list the desired Co-Agent names in the spaces below separated by “and” (e.g. “John Doe and Jane Doe”)










Spouse Co-Healthcare Power of Attorney for First Choice(Required)

Full Legal NameRelationship

Spouse Co-Healthcare Power of Attorney for Second Choice

Full Legal NameRelationship

Spouse Co-Healthcare Power of Attorney for Third Choice

Full Legal NameRelationship

Spouse Co-Healthcare Power of Attorney for Fourth Choice

Full Legal NameRelationship

Spouse Co-Healthcare Power of Attorney for Fifth Choice

Full Legal NameRelationship

Living Will

If at any time my medical condition becomes irreversible and terminal, I direct that any life-prolonging procedures be withheld or withdrawn.(Required)





I also refuse consent to the administration of life-prolonging procedures if it is determined that I am in a permanent vegetative state, have a terminal illness, or have an incurable condition and that I am therefore unable to experience a meaningful life.(Required)





Spouse Living Will

Spouse – If at any time my medical condition becomes irreversible and terminal, I direct that any life-prolonging procedures be withheld or withdrawn(Required)





Spouse – I also refuse consent to the administration of life-prolonging procedures if it is determined that I am in a permanent vegetative state, have a terminal illness, or have an incurable condition and that I am therefore unable to experience a meaningful life.(Required)





Gifts

The purpose of this Gifts section is to dispose of all residuary real and personal property (other than gifts of specific real and personal property and charitable gifts to be discussed below). If applicable, it is common to leave property first to a spouse and then equally to children. If not applicable, in order to properly dispose of all real and personal property you will need to create a Share for each desired Primary Beneficiary. For example, if you wanted to leave all real and personal property to two (2) different Primary Beneficiaries you would select two (2) Shares below. Each Share must then be allocated a percentage (%) of the total value of all real and personal property such that in the aggregate all Shares add up to a total of one hundred percent (100%). You also have the ability to name an Alternate Recipient for any Share in the event a Primary Beneficiary should predecease you or is not in existence at your death. Similarly, the total value of all real and personal property for any Share allocated to an Alternate Recipient shall in the aggregate add up to a total of one hundred percent (100%).

Gifts to your Spouse

Many married people want everything they own, except for charitable or specific gifts to be given to their spouse.
Do you want your spouse to receive everything you own as described above?(Required)





In the event your spouse shall predecease you do you want to leave everything to your children, equally?(Required)





Do you want to leave everything to your children, equally?(Required)





Gifts to your Children

Another common choice for parents is to leave everything they own, except charitable or specific gifts, equally to their children
Do you want to leave everything to your children, equally?(Required)





First Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Second Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Third Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Fourth Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Fifth Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Specific and Charitable Gifts

Specific gifts are items (jewelry, heirlooms, etc.), cash amounts or real property you wish to leave to someone. You can add as many specific gifts as you want to below. Charitable gifts are typically specific amounts of cash or property given to a charity entity or organization.

Do you want to make any specific or charitable gifts?





Specific Gifts(Required)

I give my (GIFT ITEM DESCRIPTION) to (BENEFICIARY’S NAME).
NOTE: Any specific or charitable gifts listed in this section will be transferred to the corresponding designated beneficiary even if your Primary Beneficiaries (or Alternate Beneficiaries) listed above survive you. If you want your Primary Beneficiaries (or Alternate Beneficiaries) to collectively receive all of your property do not make any specific gifts. If you have specific or charitable gifts you would like to make to specific designated beneficiaries even if your Primary Beneficiaries (or Alternate Beneficiaries) survive you then specific or charitable gifts may be appropriate.GiftPrimary Beneficiary (Full Legal Name)Relationship/Affiliation 

Doomsday Beneficiary(Required)

What entity or person(s) would inherit your property in the event no beneficiary you have previously listed survives you?Full Legal Name(s), Name of Charity(s), and/or name of other Organization(s)Percentage (%) 

Is there anyone that you would like to disinherit?(Required)





If so, please complete as follows:(Required)

Full Legal NameRelationship 


Spouse Gifts – This Section is for your Spouse to complete

Gifts

The purpose of this Gifts section is to dispose of all residuary real and personal property (other than gifts of specific real and personal property and charitable gifts to be discussed below). If applicable, it is common to leave property first to a spouse and then equally to children. If not applicable, in order to properly dispose of all real and personal property you will need to create a Share for each desired Primary Beneficiary. For example, if you wanted to leave all real and personal property to two (2) different Primary Beneficiaries you would select two (2) Shares below. Each Share must then be allocated a percentage (%) of the total value of all real and personal property such that in the aggregate all Shares add up to a total of one hundred percent (100%). You also have the ability to name an Alternate Recipient for any Share in the event a Primary Beneficiary should predecease you or is not in existence at your death. Similarly, the total value of all real and personal property for any Share allocated to an Alternate Recipient shall in the aggregate add up to a total of one hundred percent (100%).

Gifts to your Spouse

Many married people want everything they own, except for charitable or specific gifts to be given to their spouse.
Spouse – Do you want your spouse to receive everything you own as described above?(Required)





Spouse – In the event your spouse shall predecease you do you want to leave everything to your children, equally?(Required)





Spouse – Do you want to leave everything to your children, equally?(Required)





Spouse First Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Spouse Second Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Spouse Third Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Spouse Fourth Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Spouse Fifth Gift(Required)

(These are gifts of all real and personal property other than specific gifts of property or charitable gifts of property which will be discussed below)Primary Beneficiary (Full Legal Name)Relationship/AffiliationPercentage (%)To Primary Beneficiarys descendants equally if deceased

In the event a Primary Beneficiary you have named in the Gift section above shall predecease you or is not in existence at the time of your death, the Alternate Recipient is the individual(s) or entity(s) who will receive the Primary Beneficiary’s lapsed gift first (unless Primary Beneficiary’s descendants were selected above). Please insert the appropriate individual(s) or entity(s) and their corresponding percentages in the section below.

Alternate Recipient Name Relationship Percentage (%) To Alternate Recipients descendants equally if deceased Actions
       
There are no Entries.

Maximum number of entries reached.

Specific and Charitable Gifts

Specific gifts are items (jewelry, heirlooms, etc.), cash amounts or real property you wish to leave to someone. You can add as many specific gifts as you want to below. Charitable gifts are typically specific amounts of cash or property given to a charity entity or organization.

Spouse – Do you want to make any specific or charitable gifts?





Spouse – Specific Gifts(Required)

I give my (GIFT ITEM DESCRIPTION) to (BENEFICIARY’S NAME).
NOTE: Any specific or charitable gifts listed in this section will be transferred to the corresponding designated beneficiary even if your Primary Beneficiaries (or Alternate Beneficiaries) listed above survive you. If you want your Primary Beneficiaries (or Alternate Beneficiaries) to collectively receive all of your property do not make any specific gifts. If you have specific or charitable gifts you would like to make to specific designated beneficiaries even if your Primary Beneficiaries (or Alternate Beneficiaries) survive you then specific or charitable gifts may be appropriate.GiftPrimary Beneficiary (Full Legal Name)Relationship/Affiliation 

Spouse Doomsday Beneficiary(Required)

What entity or person(s) would inherit your property in the event no beneficiary you have previously listed survives you?Full Legal Name(s), Name of Charity(s), and/or name of other Organization(s)Percentage (%) 

Spouse – Is there anyone that you would like to disinherit?(Required)





If so, please complete as follows:(Required)

Full Legal NameRelationship 

Asset Information

Assets include: Bank Accounts, Stocks or Bonds, Retirement Accounts, Real Estate, Business Interest, Life Insurance Policies, Umbrella Policies, Receivables, Disability Insurance, Long Term Care Policies, Annuities, or Personal Property.

Do you own any assets?(Required)





Please select the assets you own(Required)

























Bank Accounts(Required)

The values listed are for discussion purposes only, yet it is beneficial to be as accurate as possible. Identify each asset as, joint ownership, Individually owned, revocable trust, or irrevocable trust (such as a life insurance trust).
Cash and Cash Equivalents. Identify the type of account, checking account, savings account, certificate of deposit, money market account. Do not include IRAs or 401(k)s here. Financial InstitutionOwnerMarket ValueAccount Type 

Stocks & Bonds(Required)

Publicly Traded Securities, Brokerage Accounts and Security Accounts. List any and all stocks and bonds you own. If held in a brokerage account, identify the account rather than the assets within the account. Do not include IRAs, 401(k)s, or other tax qualified accounts or annuities here. Name and Account TypeOwnerMarket Value 

Retirement Accounts(Required)

Identify type of account: pension, profit sharing, IRA, Roth IRA, SEP, 401(k) or 403(b). Note: Do NOT include annuities here – that information goes in a later section.NameOwnerBeneficiaryMarket ValueAccount Type 

Closely Held Business Interest(Required)

List all closely held business interest that you have. Identify the type of business, Limited Liability Company, General Partnership, Limited Partnership,S Corporation, C Corporation. Name of BusinessOwnerType% of OwnershipMarket Value 

Real Estate(Required)

Identify the Owner of an asset: Joint ownership, Individually owned, revocable trust, irrevocable trust (such as a life insurance trust)Type of Real PropertyOwnerMarket ValueDebt 

Receivables(Required)

Identify the Owner of a debt: Joint ownership, Individually owned, revocable trust, irrevocable trust (such as a life insurance trust)Name of DebtorOwnerMarket ValueDebt 

Life Insurance Policies(Required)

List the issuing company. To identify type of contract, term insurance, cash value, burial policies, accidental death policies. Insurance CompanyTypeOwnerInsuredBeneficiaryCash ValueDeath Benefit 

Annuities(Required)

List all annuities. Cost basis refers to the total investment in this account by the owner. CompanyOwnerAnnuitantBeneficiaryCost BasisCurrent Value 

Personal Property(Required)

DescriptionOwnerMarket ValueDebt 

SimpleWill Interview Summary

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Engagement Letter

On behalf of the Murphy Law Firm, I want to thank you for selecting us to represent you in connection with your estate planning needs. We are pleased that you have selected us to represent you and appreciate the confidence that you have placed in us by doing so.

At the outset of each new engagement, it is our custom and practice to memorialize your retention of us as your attorneys and to clarify the nature and extent of our professional undertaking and the essential business terms of our relationship.

Lawyers are required, under the Rules of Professional Conduct, when beginning the representation of a client, to communicate to the client the basis for their fees and the rates they will charge. We determine the legal fees that we will charge a client by considering many factors. The factors we consider include:

(1) the difficulty and complexity of the questions and legal issues presented;

(2) the time spent to analyze the facts and documents;

(3) the legal research that is required;

(4) the time limitations that are imposed by the particular case or circumstances; and

(5) the degree of responsibility involved to manage the particular case.

Some of the activities that we will charge a client for include:

(1) the time spent to attend court proceedings and meetings;

(2) the time spent to meet with the client;

(3) the time spent to prepare motions and other pleadings;

(4) the time spent to prepare letters and other correspondence; and

(5) the time spent on telephone calls with the client and other parties involved in the particular case.


Last Will & Testament Plan

This firm will be providing you a complementary 20-minute virtual appointment to review and revise (as applicable) the fill-in-the-blank estate planning forms generated by the non-law firm, technology platform SimpleWill, LLC (“SimpleWill Documents”).

Should you need any assistance to include, but not be limited to, the following: drafting a living trust, drafting other estate planning documents, drafting deeds, changing beneficiaries of life insurance policies and/or retirement accounts, adding payable on death designations to financial accounts and/or any other activity related to the implementation of your estate plan, this firm will be charging you on an hourly basis at a rate of $250.00 per hour for any attorney time spent and $ 120.00 per hour for any paralegal time spent unless a flat-fee for said service(s) is otherwise agreed to in writing by you and the firm.

This firm’s fees are exclusive of any filing fees or other costs associated with this representation, which will either be paid directly by you or be submitted to you for payment by invoice as agreed to you by you and this firm on a cost by cost basis. You expressly authorize the Murphy Law Firm to charge to and/or debit from any credit/debit card (as applicable) that you provide in such amounts equal to any legal fees and/or other necessary fees or costs to complete additional work outside of the Scope of Work. This permission does not provide authorization for any additional unrelated debits or credits to or from your account for matters outside of the scope of this agreement.

This firm is agreeing to represent the client (and spouse as applicable) listed below in this engagement. This firm is not representing the interests of any other person or entity not specifically named herein. You have retained the Murphy Law Firm for the specific purposes of conducting a complementary 20-minute virtual appointment to review and revise (as applicable) the SimpleWill Documents to include the following (the “Scope of Work”):

(a) Last Will & Testament
(b) General Durable Power of Attorney
(c) Healthcare Power of Attorney
(d) Living Will
(e) HIPAA Authorization
(f) Personal Property Memorandum

Specifically excluded from the Scope of Work is any responsibility on behalf of the firm to confirm that the SimpleWill Documents (whether or not revised per this agreement) are in fact executed by the client and the parties to this agreement expressly agree that any and all responsibility to execute the SimpleWill Documents shall be exclusively the responsibly of the client and not the firm. Notwithstanding the foregoing, contemporaneously with the provision of the SimpleWill Documents, the firm will provide client a detailed set of document execution instructions and client’s subsequent compliance with said execution instructions shall comply with all legal formalities under Arkansas law. If you wish for this firm to provide services in addition to those stated herein and above, an amended engagement letter will need to be executed specifically stating the scope of any additional services to be provided.

Communication and Cooperation: In furtherance of this engagement, we will render professional services and provide legal counsel to you on behalf of you in accordance with the terms of this engagement letter in reliance upon the information and guidance that you provide to us concerning your objectives in this engagement. In order for us to effectively represent you in this engagement, you agree to cooperate fully with us in all matters relating to this engagement and to fully and truthfully disclose to us all facts, documents, materials and information that may be relevant to this engagement or that we may otherwise reasonably request in connection therewith. You also agree to make yourself reasonably available to communicate and confer with us as may be deemed necessary from time to time given the nature of this engagement and your objectives regarding the same.

Your failure to communicate and cooperate with us in this respect could have an adverse effect on our ability to effectively and efficiently represent your interests in this matter and may require that we suspend the rendition of further services in respect of, or entirely withdraw from, this engagement. You further understand that your failure to provide information, to cooperate with us or to fulfill your duties during the pendency of this matter may increase the cost of the legal services we render. Limitations on Engagement: Unless otherwise expressly stated herein, it is understood and agreed that you are not relying upon us for investment/accounting advice or decisions or to investigate the character or credit of any persons with whom you are or may be dealing in connection with this matter. Conflicts of Interest: This firm has represented, and continues to represent many different individual, partnership, corporate and other organizational clients with various interests in numerous businesses and industries. Accordingly, it is possible that during the course of our representations of your interests in this engagement you may become involved in transactions or disputes with other clients of clients of our firm in which your interests are or become adverse to the interests of one or more of our other clients, whether present or future. If such a conflict between your interests and those of another of our clients, whether present or future, were to arise, we will promptly notify you of that circumstance as soon as we become aware of the same. However, we reserve the right, on account of any such conflicts of interest, to withdraw from this engagement and represent the interests of another client of this firm whose interests are in conflict with yours or, if required by the Rules of Professional Conflict adopted by the Arkansas Bar, or otherwise deemed by us to be professionally appropriate, to withdraw from the representation of both clients in the particular matter in or with respect to which such conflict of interest arises.

Waiver of Future Conflicts: It is a condition of our acceptance of this engagement that you understand and agree that this firm may continue to represent, or may undertake in the future to represent, any existing or future clients(s) in any matter which is not substantially related to the particular matter that we are handling for you in this engagement, even if the interests of such client(s) in such other matter(s) may be directly adverse to your interests, and even if such other matters involve or ripen into litigation. You should know, and are hereby advised, that in similar engagement letters with many of our clients, we have asked for and obtained similar waivers of future conflicts in order to preserve our ability to continue to represent you in similar circumstances. We agree, however, that your prospective agreement and consent to such conflicting representations shall not apply in any instance where, as the result of our representation of you, we have obtained sensitive, propriety or other confidential information of a non-public nature that, if known to any such other client, could be used to your material disadvantage.

Termination of Engagement: Either party may terminate this agreement with or without cause and at any time upon giving written notice to the other party. The termination of this agreement will not affect your obligation to pay for the legal services we have rendered pursuant to the terms of this agreement. The parties agree that any legal fees shall be deemed earned when paid for legal services rendered. We agree to refund you the portion of any retainer funds that you have paid, which has not been applied to the payment of legal fees or expenses at the time of termination. In any event, upon termination of this engagement or the conclusion of this engagement, this firm shall no longer be under any duty and/or obligation to perform or render professional services to you under this agreement. This firm will retain a full copy of your file in this matter, in electronic and/or paper format, for a period of five (5) years following the termination and/or conclusion of this firm’s representation of you in this matter, or for a longer period if required by applicable law. At the conclusion of such five (5) year time period, your file will be destroyed. We will likewise have, and hereby reserve, the same right of termination of or withdrawal from this engagement (and any other representation of you) at any time and for any reason (including, without limitation, non-payment or untimely payment of our fees and/or expenses), subject only to leave of court (if required) and those obligations imposed upon us by the aforesaid Rules of Professional Conduct, including the obligations on our part to provide you with reasonable notice of any such termination of or withdrawal from this engagement. If we elect to exercise such right of termination or withdrawal, we will provide reasonable assistance to you in the transition of your representation to any successor attorney whom you may engage to handle the matter which is the subject of this engagement. Upon your written request in any format, we will promptly surrender to you (or, upon receipt of written authorization from you, to any such successor attorney whom you may so engage) your original file or a copy of your file, including any documents, papers, funds and/or other property then in our possession to which you may be entitled: subject to our right to retain and/or copy any such documents, papers, funds and/or other property in our possession to the extent permitted by applicable law. You agree to bear all costs of copying and delivery of your file that is incurred by this firm.

Attorney-client Privilege: Any communications between you and anyone at this firm regarding legal advice are covered by the attorney-client privilege and neither you nor we can be compelled to divulge the substance of those conversations at a deposition or at trial. The privilege is to your advantage. Although we cannot choose to waive the privilege, you may do so if you wish. One way for you to waive the privilege is by you repeating private conversations between us with other individuals whom we do not represent. Another way of waiving the privilege is by having third parties whom we do not represent be present, either in person or on the telephone, during conversations between us. If you choose to waive the privilege, you or we may be compelled to testify as to the substance of all conversations that we have ever had and be compelled to reveal any advice or strategy we may have discussed at any time during our representation of you. This would work to your serious disadvantage and impair our ability to effectively represent you. Therefore, we strongly urge you to be cautious and to not waive the protections of the attorney-client privilege.

This agreement contains our full and complete understanding with respect to the subject matter hereof. This agreement supersedes all prior representations and understandings whether written or oral. The laws of the State of Arkansas in all respects shall govern this agreement. If any of the terms of this letter are unclear to you, please contact me before signing your approval to the letter. If the above-stated description of the services that my firm has agreed to provide is accurate, please sign your approval in the space provided below, so that we have written memorandum of our mutual understanding. A fully executed copy of this agreement will be sent to you and we suggest retaining a copy of this agreement for your files.

The parties agree that this engagement agreement shall constitute a validly executed and binding contract in compliance with and pursuant to the Arkansas Uniform Electronic Transactions Act A.C.A § 25-32-101 et. seq.

We appreciate your choosing the Murphy Law Firm for this engagement, and we look forward to working with you.

Sincerely yours,
MURPHY LAW FIRM PLLC
signature
Patrick H. Murphy, J.D., LL.M.

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