| About You |
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User Role
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subscriber, attorney
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Status
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ready for consult
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Assigned
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3
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Client ID
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46
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| About You |
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Your Name
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Luke James Skywalker
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Date of Birth
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07/13/2025
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Your Address
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123 Main Street
Apt. 333
Anytown, California 90909
United States
Map It
|
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Your Phone
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(323) 555-1212
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Your Email Address
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jhudak+ls@gmail.com
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Are you married?
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Yes
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| About Your Spouse |
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Spouse's Name
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Barbara Skywalker
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Spouse's Date of Birth
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07/22/2025
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Client Info Notes
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No one is sure if Luke is really married!
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| Children of Current Marriage |
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Do you and your spouse have children together?
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Yes
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Children of Current Marriage
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First Name
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Billy
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Last Name
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Doe
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Birthdate
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07/22/2025
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Minor or Adult
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Minor
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First Name
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John
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Middle Name
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William
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Last Name
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Doe
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Birthdate
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07/13/2025
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Minor or Adult
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Minor
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First Name
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Tommy
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Last Name
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Skywalker
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Birthdate
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07/25/2025
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Minor or Adult
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Minor
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First Name
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Jane
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Last Name
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Skywalker
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Birthdate
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07/16/2025
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Minor or Adult
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Minor
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| Your Children from Previous Relationships |
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Do you have children from previous relationships?
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No
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| Spouse’s Children from Previous Relationships |
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Does spouse have children from previous relationships?
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No
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| Additional Heirs (Other than children listed above) |
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Do you wish to designate other heirs (such as relatives, friends, or charities)?
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Yes
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Additional Heirs
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Is this heir an individual or a charity?
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Individual
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Individual Heir Name
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Michael Smith
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Distribution (%) or Specific Asset to Heir
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%
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Percentage of Estate to Heir
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25
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Is this heir an individual or a charity?
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Individual
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Individual Heir Name
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Yoda Yoda
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Distribution (%) or Specific Asset to Heir
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%
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Percentage of Estate to Heir
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50
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Is this heir an individual or a charity?
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Charity
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Charity Name
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Yavin Kids Club
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Distribution (%) or Specific Asset to Heir
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%
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Percentage of Estate to Heir
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10
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Children and Heirs Notes
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Notes for Children.
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| Real Estate |
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Do you own real estate?
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Yes
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Real Property Owned
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Real Estate Parcel Address
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123 Main Street Anytown CA 90909
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Parcel Classification
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Primary Residence
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Estimated Value $
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$500,000.00
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Real Estate Parcel Address
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234 Main Street
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Parcel Classification
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Primary Residence
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Estimated Value $
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$500,000.00
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| Retirement Accounts |
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Do you have retirement accounts?
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Yes
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Retirement Accounts
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Retirement Account Type
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401k
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Approximate Value $
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$25,000.00
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| Investment Accounts / Liquid Assets |
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Do you have investment accounts?
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No
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Investment Accounts
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Investment Account Type (Brokerage, Savings, etc.)
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Brokerage
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Approximate Value $
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$55,000.00
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| Insurance Policies & Annuities |
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Do you have life insurance policies or annuities?
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Yes
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Insurance Policies and Annuities
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Type (Life Insurance, Annuity)
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Life Insurance
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Company
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MetLife
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Approximate Death Benefit or Value $
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$1,000,000.00
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Type (Life Insurance, Annuity)
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Life Insurance
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Company
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Met Life
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Approximate Death Benefit or Value $
|
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$1,000,000.00
|
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| Your General Durable Power of Attorney |
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Include General Durable Power of Attorney?
|
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Yes
|
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Primary Financial Agent
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Darth Michael Vader sr
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Initial Financial Agents
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| First |
Middle |
Last |
Suffix |
| Initial 1 |
|
Agent |
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| Initial 2 |
|
Agent |
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Successor Financial Agent
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Obi Wan Kenobi Sr.
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Successor Financial Agent Additional
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Han Solo Sr.
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Successor Financial Agent Priority
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Successor agents act with independent authority
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Is this General Durable Power of Attorney Springing?
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Yes
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Number of Physicians who Must Verify Incompetence or Incapacity?
|
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2 Physicians
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Prepare GDPOA?
|
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Yes
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Springing?
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Yes
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Physician Affidavits Required?
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1 Physician Affidavit
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Does GDPOA survive Divorce?
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GDPOA Survives Divorce
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| Spouse's General Durable Power of Attorney |
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Include Spouse's General Durable Power of Attorney?
|
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Yes
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Spouse's Primary Financial Agent
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Abraham Lincoln
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Spouse's Successor Financial Agent
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George Washington
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Spouse's Successor Financial Agent Priority
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Successor agents server in the order listed
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Is Spouse's General Durable Power of Attorney Springing?
|
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Yes
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Number of Physicians who Must Verify Incompetence or Incapacity of Spouse?
|
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1 Physician Affidavit
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Prepare Spouse's GDPOA?
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No
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Physician Affidavits Required for Spouse?
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2 Physician Affidavits
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| Your Healthcare Power of Attorney |
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Include Healthcare Power of Attorney?
|
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Yes
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Primary Healthcare Agent
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Barbara Skywalker
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Successor Healthcare Agent
|
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Han Solo
|
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Disposition of the Body
|
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gf_other_choice
|
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Prepare HCPOA?
|
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Yes
|
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Disposition
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Burial
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Disposition Custom Instructions
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Custom instructions here
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| Spouse's Healthcare Power of Attorney |
|
Include Spouse's Healthcare Power of Attorney?
|
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Yes
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Prepare Spouse HCPOA?
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No
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| Your Living Will / Declaration for Natural Death |
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Would you like to include a Living Will?
|
| |
Yes
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Medical Preferences
|
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Artificial Nutrition and Hydration
|
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Prepare Living Will?
|
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Yes
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Living Will Type
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Catholic Living Will
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Living Will Notes
|
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Living Will Notes
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| Spouse’s Living Will |
|
Include Spouse's Living Will?
|
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Yes
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Medical Preferences
|
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No Life-Prolonging Measures
|
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Prepare Spouse Living Will?
|
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No
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| Your Last Will and Testament |
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Would you like to include your Last Will & Testament?
|
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Yes
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Executor Name
|
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Princess Leia
|
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Alternate Executor Name
|
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Darth Vader
|
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Heirs and Distribution Percentages
|
| |
| Heir Name |
Relationship |
Percentage % |
| Chewbacca |
friend |
50 |
| Yoda |
friend |
25 |
| Land Calrissian |
Uncle |
25% |
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Do you have specific distributions or items to list?
|
| |
Yes
|
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Shall executor sell real estate and distribute proceeds?
|
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Yes
|
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Prepare Last Will & Testament
|
| |
Yes
|
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Are any Heirs Disabled?
|
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Yes
|
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List Disabled Heirs
|
| |
Darth Maul
|
|
Specific Distributions
|
| |
|
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Explain Attorney Custom Choices
|
| |
attorney custom choices
|
|
Residuary Estate
|
| |
This is where residuary estate notes go
|
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Sub-Trusts Needed?
|
| |
- Supplemental Needs Sub-Trust
|
| Spouse's Last Will and Testament |
|
Would you like to include spouse's Last Will & Testament?
|
| |
No
|
| Trusts |
|
Would you like to include a Trust?
|
| |
Yes
|
|
Trust Name
|
| |
The Skywalker Family Trust
|
|
Trustee Name
|
| |
Han Solo
|
|
Successor Trustee Name
|
| |
Obiwan Kenobi
|
|
Trust Beneficiaries and Distribution
|
| |
| Beneficiary Name |
Relationship |
Percentage % |
| Sammy Skywalker |
Son |
25 |
|
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Transfer Real Estate into the Trust?
|
| |
No
|
|
Would you like to include a spouse Trust as well?
|
| |
No
|
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Prepare Trust?
|
| |
Yes
|
|
Trust Type
|
| |
Revocable Living Trust (RLT)
|
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Are any heirs disabled?
|
| |
Yes
|
|
Trust Distributions
|
| |
|
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Add Additional Custom Sub-Trusts
|
| |
- Add Additional Custom Sub-Trusts
|
| Ladybird Deed |
|
Would you like to include a Ladybird Deed?
|
| |
No
|
|
Include Ladybird Deed?
|
| |
No
|
| Final Review & Submission |
|
Do you have any questions or additional information to provide?
|
| |
Here are my final thoughts. Please be sure to do XYZ
|
|
Final Review Completed & Documents Ready for Drafting?
|
| |
Yes
|
|
Final Notes or Special Instructions
|
| |
final notes
|
