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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.

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Personal Information

Step 1 Step 1 of 20

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Prior Marriages

Step 2 Step 2 of 20

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

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Children

Step 3 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.

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Dependents

Step 4 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.

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Other Family Members

Step 5 Step 5 of 20

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Trusts

Step 6 Step 6 of 20

Do you currently receive income from a trust?

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

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Insurance

Step 7 Step 7 of 20

Are there any life insurance policies in existence for either spouse?

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

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Assets in Join Tenancy

Step 8 Step 8 of 20

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Retirement Benefits

Step 9 Step 9 of 20

Are you enrolled in a retirement plan?

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Gifts or Inheritances

Step 10 Step 10 of 20

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Asset and Liability Schedule

Step 11 Step 11 of 20

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

Assets


Liabilities

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Real Property

Step 12 Step 12 of 20

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

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Will Provisions

Step 13 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


Alternate

Distribution

Guardianship

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


First Choice


Alternate

Charitable Interests

Testamentary Trust


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Durable Power of Attorney

Step 14 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?

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

First Choice

Alternate

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Power of Attorney for Healthcare

Step 15 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?

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

First Choice

Alternate

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Directive to Physicians (Living Will)

Step 16 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?

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Pets

Step 17 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.

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Digital

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

Step 18 Step 18 of 20

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Other

Step 19 Step 19 of 20

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Professional Legal and Financial Advisors

Step 20 Step 20 of 20

Please list your current professional legal and financial advisors here:

Attorney:

Accountant:

Stock Broker:

Insurance Agent:


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Tax identification number (FEIN) 36-2734184.

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Support Nourishing Hope by fundraising and hosting a drive! Rally friends, coworkers and your community to help neighbors in need.

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Please contact Nourishing Hope for wire instructions and other questions.

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Support our neighbors while realizing significant tax benefits for you through a Qualified Charitable Distribution (QCD) made directly from a traditional or Roth IRA.

To make a gift, contact your financial advisor to share our EIN: 36-2734184.

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