Married With Children Simple Estate Plan Package

Congratulations!

It looks like you are eligible for our Married with Children Estate Plan Package! Fill out the information below to get the process started!

Your estate planning documents will designate certain individuals to act on your behalf in different roles should you become incapacitated and/or at the time of your death. In addition to your personal information, your spouse’s personal information and your child or children’s information, we will need to know who you have selected to fill each of these roles and his or her information. You can find a description of the responsibilities of each person below.

Personal representative: Often called an “executor,” a personal representative has broad powers to administer and distribute your property after your death.
Successor Personal Representative: The person who will act in the event your first selected Personal Representative is unable or unwilling to act.
Agent with Financial Power of Attorney: An agent with financial power of attorney is a person authorized to make financial decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions for yourself while you have capacity or to make those decisions for you in the event that you are incapacitated.
Successor Agent with Financial Power of Attorney: The person who will act as your Agent with Financial Power of Attorney in the event your first selected Agent is unable or unwilling to act.
Effective Now or Upon Incapacitation: If you select ‘Upon Incapacitation,’ your agent will be required to obtain written documentation from your treating physician, stating that you are no longer capable of acting in your own financial affairs. If you select ‘Effective Now’, your agent will be able to act now, regardless of incapacitation and without written documentation. Keep in mind your agent under your financial power of attorney is a fiduciary, so they must always act with your best financial interests in mind regardless of when the power becomes effective.
Agent with Medical Power of Attorney: An agent with medical power of attorney is a person authorized to make medical and healthcare decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions in the event that you are incapacitated.
Successor Agent with Medical Power of Attorney: The person who will act if your first selected agent with medical power of attorney is unable or unwillng to act.
Living Will: A document that states your preferences at end of life for life sustaining care if you have a terminal condition or are in a persistent vegetative state. Agent override Living Will: If you select ‘Yes,’ then the decisions you make in your living will about how long you want to receive life sustaining care if you have a terminal condition or are in a persistent vegetative state, will allow your agent under your medical power of attorney to override the decisions you have stated in the living will. If you select ‘No,’ then the decisions you make in your living will are final and no one may override them.

Spouse's Information

Agent with Financial Power of Attorney: An agent with financial power of attorney is a person authorized to make financial decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions for yourself while you have capacity or to make those decisions for you in the event that you are incapacitated.
Successor Agent with Financial Power of Attorney: The person who will act as your Agent with Financial Power of Attorney in the event your first selected Agent is unable or unwilling to act.
Effective Now or Upon Incapacitation: If you select ‘Upon Incapacitation,’ your agent will be required to obtain written documentation from your treating physician, stating that you are no longer capable of acting in your own financial affairs. If you select ‘Effective Now’, your agent will be able to act now, regardless of incapacitation and without written documentation. Keep in mind your agent under your financial power of attorney is a fiduciary, so they must always act with your best financial interests in mind regardless of when the power becomes effective.
Agent with Medical Power of Attorney: An agent with medical power of attorney is a person authorized to make medical and healthcare decisions for you during your life. The power of attorney document can authorize your agent to assist you in making those decisions in the event that you are incapacitated.
Successor Agent with Medical Power of Attorney: The person who will act if your first selected agent with medical power of attorney is unable or unwillng to act.

Children Information

Please use one line per child.
Guardian: A guardian is a court approved individual who makes decisions regarding a minor child’s support, care, education, health, and welfare.
Successor Guardian: The person who will act if your first selected guardian is unable or unwilling to act.
Please type in your name above to confirm (spouse one)
Please type in your name above to confirm (spouse two)