Estate Plan HQ
Menu
Home
Trust Plan
Will Plan
Essential Documents
ARAG Clients
Contact Us
Call Us: 571-601-9160
Start My Plan
Just the Basics
Essential Documents
"
*
" indicates required fields
URL
This field is for validation purposes and should be left unchanged.
About You
Name
*
Dr.
Miss
Mr.
Mrs.
Ms.
Mx.
Prof.
Rev.
Prefix
First
Middle
Last
Suffix
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Email
*
Phone
*
Marital Status
*
Single
Married
About Your Family
Spouse's Name
*
First
Last
Do you have children?
*
Yes
No
Children's Names and Birth Years
*
Child's First Name
Child's Last Name
Year of Birth
Add
Remove
Are any of your children under the age of 18?
*
Yes
No
This field is hidden when viewing the form
Developing
DPOA
AMD
Both
Durable Power of Attorney
When do you want your Power of Attorney to become effective?
*
Immediately
Only after I'm incapacitated
Power of Attorney Agent
Choose one and a backup. This person will be responsible for making financial decisions on your behalf when you can't.
Primary Power of Attorney Agent
*
First
Last
Backup Power of Attorney Agent
*
First
Last
Primary Guardian for Your Minor Children
*
First
Last
Backup Guardian for Your Minor Children
*
First
Last
Advance Medical Directive (also known as a Health Care Power of Attorney)
Advance Medical Directive Agent
Choose one and a backup. This person will be responsible for making medical decisions on your behalf when you can't.
Do You Want to Donate Your Organs?
*
For Transplantation Only
For Research Only
For Any Purpose
May Not Make Anatomical Gifts
Don't Include This in My AMD
May Your Agent Arrange for Your Psychiatric Treatment?
*
Yes
No
Check yes if you allow your Agent to arrange for your voluntary admission for psychiatric treatment upon certification by 2 physicians of need for psychological or substance treatment.
Primary Advance Medical Directive Agent
*
First
Last
Backup Advance Medical Directive Agent
*
First
Last
Notes
Is there anything else we should know?
*