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Client: Luke James Skywalker

Client Information

Ready for Consult
Address

Apt. 333 Anytown California United States

Phone

(323) 555-1212

Spouse

Barbara Skywalker

Email

jhudak+ls@gmail.com

Birthdate

07/13/2025

Estimated Value

$1,150,000

Consult Notes

This panel will show all notes and directives from the consult process.

View Intake Enter Consult Show JSON Show ARRAY
FieldAnswer
Client Info NotesNo one is sure if Luke is really married!
Children and Heirs NotesNotes for Children.
Asset Notes
Prepare GDPOA?Yes
Springing?Yes
Physician Affidavits Required?1 Physician Affidavit
Does GDPOA survive Divorce?GDPOA Survives Divorce
Prepare Spouse's GDPOA?No
Physician Affidavits Required for Spouse?2 Physician Affidavits
Prepare HCPOA?Yes
DispositionBurial
Disposition Custom InstructionsCustom instructions here
Prepare Spouse HCPOA?No
Prepare Living Will?Yes
Living Will TypeCatholic Living Will
Living Will NotesLiving Will Notes
Prepare Spouse Living Will?No
Prepare Last Will & TestamentYes
Are any Heirs Disabled?Yes
List Disabled HeirsDarth Maul
Specific DistributionsAttorney Custom Choices
Explain Attorney Custom Choicesattorney custom choices
Residuary EstateThis is where residuary estate notes go
Sub-Trusts Needed?Yes
Prepare Trust?Yes
Trust TypeRevocable Living Trust (RLT)
Are any heirs disabled?Yes
Disabled Heirs Names
Trust DistributionsAttorney Custom Choices
Explain Attorney Custom Choices
Residuary Estate Instructions
Sub-Trusts Needed in Main Trust?
Underage Sub-Trust Distributions
Add Additional Custom Sub-TrustsAdd Additional Custom Sub-Trusts
Additional Custom Sub-Trusts
Include Ladybird Deed?No
Final Review Completed & Documents Ready for Drafting?Yes
Final Notes or Special Instructionsfinal notes

Fee Schedule

  • Information for Tax Professionals - Included
  • GDPOA General Durable Power of Attorney - $314
  • HCPOA Healthcare Power of Attorney - $262
  • Last Will and Testament - $419
  • Living Will - $157

Download Fee Schedule

Generate Documents

MM slash DD slash YYYY

Generated Documents

Document Modified  
GDPOA - Luke James Skywalker.docx
GDPOA General Durable Power of Attorney 		8/23/25 10:16pm
GDPOA_Spouse - Barbara Skywalker.docx
GDPOA General Durable Power of Attorney (Spouse) 		8/23/25 10:16pm
HCPOA - Luke James Skywalker.docx
HCPOA Healthcare Power of Attorney 		8/23/25 10:16pm
Information for Tax Professionals - Luke James Skywalker.docx
Information for Tax Professionals 		8/23/25 10:16pm
Last Will and Testament - Luke James Skywalker.docx
Last Will and Testament 		8/23/25 10:16pm
Living Will - Luke James Skywalker.docx
Living Will 		8/23/25 10:16pm
project-1117-KRdML4tgz96K.zip
All Documents (ZIP) 		8/23/25 10:16pm

Pending Documents

Based on Intake selections & consult

  • Information for Tax Professionals
  • GDPOA General Durable Power of Attorney
  • HCPOA Healthcare Power of Attorney
  • Last Will and Testament
  • Living Will
Open Project