Online Will Organizer

Please enter your email. If you're a new user, we'll create your account. If you're a returning user and need to amend or add to your information, we'll fetch your saved documents.

Email:

Personal Information

Step 1 of 20

Name:

Spouse's Name:

Home Address:

Mailing Address: (if different)

Home Telephone:

Work Telephone:

Your Date of Birth (mm/dd/yy):

Spouse's Date of Birth (mm/dd/yy):

Marriage Place:

Marriage Date (mm/dd/yy):

Citizenship:

Prior Marriages

Step 2 of 20

Note:: Divorced and remarried more than once? Please provide all requested information for each additional spouse on a separate sheet.

Name of Former Spouse:

Date of Marriage (mm/dd/yy):

Please specify whether the marriage terminated in death or divorce:

Date of Termination of Marriage (mm/dd/yy):

Include copies of all dissolution decrees with the final Legacy Organizer document. List any relevant information regarding obligations, child support, or maintenance not contained in the dissolution decrees.

Children

Step 3 of 20

Please Note: List and indicate any adopted children in the applicable categories below. Also, please indicate if any children are deceased.

List all children from your current marriage. Provide names, dates of birth, and addresses if different from your own:

List all children from any previous marriage or relationships, providing their names, names of the other parent, dates of birth, and addresses if different from your own:

List all children of your spouse from any previous marriage or relationship, providing their names, names of the other parent, dates of birth, and addresses if different from your own:

Dependents

Step 4 of 20

Remember: You don't need to answer any questions in full at this time. Missing information? Just keep going. You can come back and fill in the blanks later.

Are there any persons, other than minor children, who are partially or wholly dependent upon either you or your spouse for support now or possibly in the future? If so, please list their name and address and describe the nature of the relationship.

Other Family Members

Step 5 of 20

List the names, dates of birth, parentage, and current addresses of any grandchildren of you or your spouse:

List the names, addresses, and birth dates of your parents, if still living:

List the names, addresses, and birth dates of any living siblings:

Trusts

Step 6 of 20

Do you currently receive income from a trust? Yes No

If so, please attach a copy of the trust document.

Does any family member expect to be named a trust beneficiary or remainderman? If so, please provide details including name, address:

Insurance

Step 7 of 20

Are there any life insurance policies in existence for either spouse? Yes No

If so, please indicate the name of the policy holder and provide information regarding:

Name of Company(ies):

Type of Insurance:

Amount and Cash Surrender Value:

Designated Beneficiary(ies):

Assets in Join Tenancy

Step 8 of 20

Do you own any real or personal property as joint tenants with your spouse or third parties? If so, please explain:

Retirement Benefits

Step 9 of 20

Are you enrolled in a retirement plan? Yes No

If so, please provide information regarding the type of plan, current value, and beneficiary designations:

Gifts or Inheritances

Step 10 of 20

Are either you or your spouse likely to receive any gifts or inheritances? If so, please describe:

Do either you or your spouse make, or intend to make, regular gifts to any person? If so, please describe:

Asset and Liability Schedule

Step 11 of 20

Please Note: There will be a section at the end to write in any addtional assets or liabilities.

Assets

Real Property:

Stocks and Bonds:

Checking/Savings/Other Monetary Accounts:

Cash Value of Life Insurance Policy:

Retirement Benefits:

Miscellaneous Property (including furniture, antiques, automobiles, boats, collections, etc.):

Liabilities

Mortgage or deed of trust or other amounts owed on real property:

Other loans from financial institutions (consolidated loan, home equity loan, etc.):

Student loan:

Amounts owed on credit cards:

Other liabilities:

Real Property

Step 12 of 20

Please attach a copy of the deed for each parcel of real property that you own.

Will Provisions

Step 13 of 20

Personal Representative

A personal representative, known as an executor, administers your estate in accordance with the instructions contained in your Will. Please list a first choice and an alternate, in case the person who is your first choice predeceases you or is unable to serve:

First Choice

Name:

Address:

Relationship:

Alternate

Name:

Address:

Relationship:

Distribution

Please list the individuals to whom you wish to leave your estate providing instruction as to what percentage shall be received by each beneficiary:

If any of your designated beneficiaries should predecease you, do you want to distribute the gift among surviving beneficiaries? Or pass the gift to the children of deceased beneficiary?

Guardianship

If you die before your children reach the age of eighteen, who do you wish to serve as their guardian?

First Choice

Name:

Address:

Relationship:

Alternate

Name:

Address:

Relationship:

Charitable Interests

Please list the charitable organizations to which you would like to bequeath an interest from your estate, and the approximate amounts(s) you would like to leave to each:

Testamentary Trust

If you wish, you can create a testamentary trust in your Will to become effective upon your death. The classic reason to establish such a trust is to ensure the well-being of your minor children, finance their education, etc. However, a testamentary trust can be created to accomplish a wide variety of goals. If you are interested in creating a testamentary trust, or have questions, please indicate your wishes and questions below.

Durable Power of Attorney

Step 14 of 20

The Durable Power of Attorney becomes effective upon the proven incompetency of an individual to handle his or her own affairs. In this document, you would name a person who would take charge of your affairs (known as your "attorney-in-fact"). The value of this document is that it eliminates the need to establish a guardianship in the event of incompetency.

Do you need this document prepared? Yes No

Who do you wish to nominate as your attorney-in-fact?

First Choice

Name:

Address:

Relationship:

Alternate

Name:

Address:

Relationship:

Do you have questions? If so, please list:

Power of Attorney for Healthcare

Step 15 of 20

Please Note: Your attorney-in-fact should be a person in whose judgment you trust.

The Power of Attorney for Health Care authorizes the designated attorney-in-fact to authorize or withhold medical care if you are unable to do so yourself. The person so designated should be a person with whom you have discussed issues such as use of medical means to prolong your life artificially.

Do you need this document prepared? Yes No

Who do you wish to nominate as your attorney-in-fact?

First Choice

Name:

Address:

Relationship:

Alternate

Name:

Address:

Relationship:

Do you have questions? If so, please list:

Directive to Physicians (Living Will)

Step 16 of 20

The Directive to Physicians clarifies a person's wish not to have his or her life "artificially prolonged" in the case of any injury, disease or terminal condition rendering such person unable to communicate.

Do you need this document prepared? Yes No

Do you have questions? If so, please list:

Pets

Step 17 of 20

Please indicate whether you are interested in having a trust to make sure that your pet is taken care of in the event of your death. Yes No

Digital

Please list all digital assets, such as bank accounts, brokerage accounts, social media accounts, email accounts, etc.

Step 18 of 20

Other

Step 19 of 20

Is there any other information you think may be important in planning your estate that has not been addressed? Please specify:

Professional Legal and Financial Advisors

Step 20 of 20

Please list your current professional legal and financial advisors here:

Attorney:

Name:

Address:

Phone:

Accountant:

Name:

Address:

Phone:

Stock Broker:

Name:

Address:

Phone:

Insurance Agent:

Name:

Address:

Phone:

Planned Giving

Personal Information

Prior Marriages

Children

Dependents

Other Family Members

Trusts

Insurance

Assets in Join Tenancy

Retirement Benefits

Gifts or Inheritances

Asset and Liability Schedule

Assets

Liabilities

Real Property

Will Provisions

Personal Representative

Distribution

Guardianship

Charitable Interests

Durable Power of Attorney

First Choice

Alternate

Power of Attorney for Healthcare

First Choice

Alternate

Directive to Physicians (Living Will)

Pets

Digital

Other

Professional Legal and Financial Advisors

Attorney:

Accountant:

Stock Broker:

Insurance Agent:

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