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Our Online Estate Planning Application is designed specifically to make Estate Planning easy for FIRST RESPONDERS! This allows you to get your basic legal documents in a fast and simple manner. And, you’ll get the peace of mind that comes from having a plan in place for the future.  

Your plan includes what we call the POWER 5 estate planning documents:

  1. Last Will and Testament
  2. Durable Power of Attorney
  3. Designation of Health Care Surrogate (Healthcare Agent)
  4. HIPAA Release
  5. Living Will

Get drafts of your legal planning documents turned around quickly by creating a log in and completing this 15-minute questionnaire. 

Once you submit, your answers will be sent to us to review. All you need is the names, date of births and addresses of the people who you want to place in your estate planning documents. 

Once you have completed the questionnaire, we will draft and send documents to you within 48 hours in your portal. You will then also be able to schedule review of your estate planning documents our team members.

Last, we will either guide you on how to get the documents signed properly OR we will provide an in office signing with our witnesses and notary to ensure they are legally valid. We even can do it virtually! 

Let’s Get Your Estate Plan In Place In A Few Easy Steps!

  1. Create your profile and answer a series of simple questions.
  2. Submit your answers. Confirm submission by receiving an email.
  3. Meet with our team to review your documents and get them executed properly!

FIRST RESPONDERS QUESTIONNAIRE

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