| About You |
|
User Role
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| |
administrator, staff, attorney
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|
Status
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Ready for Consult
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Assigned
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5
|
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Client ID
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26
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| About You |
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Your Name
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Alex James Andersen
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Date of Birth
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07/02/2024
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Your Address
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Baltimore, Maryland
United States
Map It
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Your Phone
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(212) 888-1212
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Your Email Address
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jhudak@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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Mary Jane Andersen
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Client Info Notes
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Attorney Notes
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| Children of Current Marriage |
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Do you and your spouse have children together?
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No
|
| Your Children from Previous Relationships |
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Do you have children from previous relationships?
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No
|
| Spouse’s Children from Previous Relationships |
|
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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No
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| Real Estate |
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Do you own real estate?
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No
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| Retirement Accounts |
|
Do you have retirement accounts?
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No
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| Investment Accounts / Liquid Assets |
|
Do you have investment accounts?
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No
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| Insurance Policies & Annuities |
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Do you have life insurance policies or annuities?
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No
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| Your General Durable Power of Attorney |
|
Include General Durable Power of Attorney?
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No
|
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Prepare GDPOA?
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No
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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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| |
No
|
| Your Healthcare Power of Attorney |
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Include Healthcare Power of Attorney?
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No
|
|
Prepare HCPOA?
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No
|
| Spouse's Healthcare Power of Attorney |
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Include Spouse's Healthcare Power of Attorney?
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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?
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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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Prepare Spouse Living Will?
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Yes
|
| Your Last Will and Testament |
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Would you like to include your Last Will & Testament?
|
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No
|
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Prepare Last Will & Testament
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| |
Yes
|
| 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
|
| Ladybird Deed |
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Would you like to include a Ladybird Deed?
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No
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| Final Review & Submission |
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Do you have any questions or additional information to provide?
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Some questions
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