Express Intake Wills Trusts Aging ParentsSet Up a Will Your Name* First Last Are you married?* Yes NoSpouse's Name* First Last Email* Phone*Address* Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Do you own or rent?* Own RentHow many children do you have?*None123456789101st Child's Name* First Last Age*2nd Child's Name* First Last Age*3rd Child's Name* First Last Age*4th Child's Name* First Last Age*5th Child's Name* First Last Age*6th Child's Name* First Last Age*7th Child's Name* First Last Age*8th Child's Name* First Last Age*9th Child's Name* First Last Age*10th Child's Name* First Last Age*Who would be the guardian if both parents are deceased?Guardian's Name First Last Backup Guardian's Name First Last Is there a child with special needs or that is on Medi-Cal or SSI?* Yes NoPlease specify any specific gifts you want to give people and write their full name next to the itemHow would you like to distribute the estate? Please specify a % or fraction and the full name of the person the portion will be distributed to.*Who would be in charge of finances for if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Who would be in charge of health choices if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Do you own other parcels of real property other than your primary residence?* Yes NoPlease list the addresses of your properties.*Consent* I agree to the privacy policy.Disclaimer: Communications between you and Trusts and Wills Online are protected by our Privacy Policy but not by the attorney-client privilege or as work product. Trusts and Wills Online engages independent attorneys to review all documents. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use. TERMS AND CONDITIONS The documents and services offered for sale through the trustsandwillsonline.com website are sold with the understanding that Trusts and Wills Online is not engaged in rendering legal advice. No document offered for sale, nor any other information contained on the web site or in the software, is intended to constitute legal or professional advice. The purchaser and/or user should not rely solely on these services and/or documents, nor any other information contained on the site, for making legal decisions. The purchaser and/or user should consult with an attorney for specific advice tailored to the purchaser and/or user’s situation. By agreeing to these terms and conditions, the purchaser (the purchaser’s heirs, assigns and/or representatives of any kind) of any product produced or service provided on or through the Trusts and Wills Online web site agrees that he or she shall hold Trusts and Wills Online harmless from any and all claims or damages (whether foreseeable or not foreseeable) that may arise in any way from the use, misuse, or misapplication of the product or services so purchased. The purchaser also agrees not to bring any legal action or claim, nor to assert any cause of action in any court, tribunal or administrative agency, against Trusts and Wills Online as a result of the purchase or use of any product or service produced or provided on the web site. IN NO EVENT SHALL Trusts and Wills Online BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFIT, MONETARY DAMAGES, LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE PRODUCTS AND SERVICES OFFERED FOR SALE ON THIS SITE, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THIS SITE, OR OTHERWISE ARISING OUT OF THE USE OF THIS SITE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF Trusts and Wills Online HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO THE PURCHASER AND/OR USER. THE DAMAGES AVAILABLE TO THE PURCHASER AND/OR USER ARE LIMITED TO THE REFUND OF THE PURCHASE PRICE PAID FOR THE SAME. If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable state or federal law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect. Unless otherwise specified herein, this agreement constitutes the entire agreement between the purchaser and/or user and Trusts and Wills Online with respect to the Web Site, software and documents produced and purchased and it supersedes any and all prior or contemporaneous communications and proposals, whether electronic, oral or written, between the purchaser and/or user and Trusts and Wills Online with respect to the documents so produced and purchased. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. COPYRIGHTS, USAGE TERMS AND CONDITIONS: The documents included herein are produced and owned by T&WO, LLC, d.b.a. Trusts and Wills Online. Trusts and Wills Online retains all rights and interests in this intellectual property. Trusts and Wills Online grants the purchaser and/or user a personal, non-transferable and non-exclusive right and license to use any document purchased (and fully paid for) by purchaser and/or user from the trustsandwillsonline.com web site. However, the purchaser and/or user may not modify, copy, reproduce, republish, upload, post, transmit, sell, transfer, or distribute in any way any software or document(s) that the purchaser and/or user may have produced or purchased from Trusts and Wills Online. The purchaser and/or user may download and use the purchased documents so long as that use is for non-commercial purposes, and provided that the purchaser and/or user keep intact all copyright and other proprietary notices. Because of the type and nature of the software products offered, Trusts and Wills Online reserves the right to refuse to sell product or provide service to anyone, at its own discretion. All prices are in U.S. Dollars. All credit card charges must be paid in U.S. dollars. Trusts and Wills Online reserves the right to change the prices of products or services sold on this web site at any time. CONTACTING Trusts and Wills Online: Please direct all questions and comments to info@trustsandwillsonline.com or (844) 979-1815.ΔSet Up a Trust Your Name* First Last Are you married?* Yes NoSpouse's Name* First Last Email* Phone*Address* Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Do you own or rent?* Own RentHow many children do you have?*None123456789101st Child's Name* First Last Age*2nd Child's Name* First Last Age*3rd Child's Name* First Last Age*4th Child's Name* First Last Age*5th Child's Name* First Last Age*6th Child's Name* First Last Age*7th Child's Name* First Last Age*8th Child's Name* First Last Age*9th Child's Name* First Last Age*10th Child's Name* First Last Age*Who would be the guardian if both parents are deceased?Guardian's Name First Last Backup Guardian's Name First Last Is there a child with special needs or that is on Medi-Cal or SSI?* Yes NoPlease specify any specific gifts you want to give people and write their full name next to the itemHow would you like to distribute the estate? Please specify a % or fraction and the full name of the person the portion will be distributed to.*Who would be in charge of finances for if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Who would be in charge of health choices if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Do you own other parcels of real property other than your primary residence?* Yes NoPlease list the addresses of your properties.*Special Instructions*Please indicate any special instructions or information we should know. For example, step-children, adopted children, distribution to John Doe as follows: 50% at age 21 and 50% at age 25.Consent* I agree to the privacy policy.Disclaimer: Communications between you and Trusts and Wills Online are protected by our Privacy Policy but not by the attorney-client privilege or as work product. Trusts and Wills Online engages independent attorneys to review all documents. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use. TERMS AND CONDITIONS The documents and services offered for sale through the trustsandwillsonline.com website are sold with the understanding that Trusts and Wills Online is not engaged in rendering legal advice. No document offered for sale, nor any other information contained on the web site or in the software, is intended to constitute legal or professional advice. The purchaser and/or user should not rely solely on these services and/or documents, nor any other information contained on the site, for making legal decisions. The purchaser and/or user should consult with an attorney for specific advice tailored to the purchaser and/or user’s situation. By agreeing to these terms and conditions, the purchaser (the purchaser’s heirs, assigns and/or representatives of any kind) of any product produced or service provided on or through the Trusts and Wills Online web site agrees that he or she shall hold Trusts and Wills Online harmless from any and all claims or damages (whether foreseeable or not foreseeable) that may arise in any way from the use, misuse, or misapplication of the product or services so purchased. The purchaser also agrees not to bring any legal action or claim, nor to assert any cause of action in any court, tribunal or administrative agency, against Trusts and Wills Online as a result of the purchase or use of any product or service produced or provided on the web site. IN NO EVENT SHALL Trusts and Wills Online BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFIT, MONETARY DAMAGES, LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE PRODUCTS AND SERVICES OFFERED FOR SALE ON THIS SITE, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THIS SITE, OR OTHERWISE ARISING OUT OF THE USE OF THIS SITE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF Trusts and Wills Online HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO THE PURCHASER AND/OR USER. THE DAMAGES AVAILABLE TO THE PURCHASER AND/OR USER ARE LIMITED TO THE REFUND OF THE PURCHASE PRICE PAID FOR THE SAME. If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable state or federal law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect. Unless otherwise specified herein, this agreement constitutes the entire agreement between the purchaser and/or user and Trusts and Wills Online with respect to the Web Site, software and documents produced and purchased and it supersedes any and all prior or contemporaneous communications and proposals, whether electronic, oral or written, between the purchaser and/or user and Trusts and Wills Online with respect to the documents so produced and purchased. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. COPYRIGHTS, USAGE TERMS AND CONDITIONS: The documents included herein are produced and owned by T&WO, LLC, d.b.a. Trusts and Wills Online. Trusts and Wills Online retains all rights and interests in this intellectual property. Trusts and Wills Online grants the purchaser and/or user a personal, non-transferable and non-exclusive right and license to use any document purchased (and fully paid for) by purchaser and/or user from the trustsandwillsonline.com web site. However, the purchaser and/or user may not modify, copy, reproduce, republish, upload, post, transmit, sell, transfer, or distribute in any way any software or document(s) that the purchaser and/or user may have produced or purchased from Trusts and Wills Online. The purchaser and/or user may download and use the purchased documents so long as that use is for non-commercial purposes, and provided that the purchaser and/or user keep intact all copyright and other proprietary notices. Because of the type and nature of the software products offered, Trusts and Wills Online reserves the right to refuse to sell product or provide service to anyone, at its own discretion. All prices are in U.S. Dollars. All credit card charges must be paid in U.S. dollars. Trusts and Wills Online reserves the right to change the prices of products or services sold on this web site at any time. CONTACTING Trusts and Wills Online: Please direct all questions and comments to info@trustsandwillsonline.com or (844) 979-1815.ΔSet Up an Aging Parent Package Your Name* First Last Are you married?* Yes NoSpouse's Name* First Last Email* Phone*Address* Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Do you own or rent?* Own RentHow many children do you have?*None123456789101st Child's Name* First Last Age*2nd Child's Name* First Last Age*3rd Child's Name* First Last Age*4th Child's Name* First Last Age*5th Child's Name* First Last Age*6th Child's Name* First Last Age*7th Child's Name* First Last Age*8th Child's Name* First Last Age*9th Child's Name* First Last Age*10th Child's Name* First Last Age*Who would be the guardian if both parents are deceased?Guardian's Name First Last Backup Guardian's Name First Last Is there a child with special needs or that is on Medi-Cal or SSI?* Yes NoPlease specify any specific gifts you want to give people and write their full name next to the itemHow would you like to distribute the estate? Please specify a % or fraction and the full name of the person the portion will be distributed to.*Who would be in charge of finances for if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Who would be in charge of health choices if you became incapacitated or deceased?Name First Last Backup Person's Name First Last Do you own other parcels of real property other than your primary residence?* Yes NoPlease list the addresses of your properties.*Please list your assets and their approximate value.*Consent* I agree to the privacy policy.Disclaimer: Communications between you and Trusts and Wills Online are protected by our Privacy Policy but not by the attorney-client privilege or as work product. Trusts and Wills Online engages independent attorneys to review all documents. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use. TERMS AND CONDITIONS The documents and services offered for sale through the trustsandwillsonline.com website are sold with the understanding that Trusts and Wills Online is not engaged in rendering legal advice. No document offered for sale, nor any other information contained on the web site or in the software, is intended to constitute legal or professional advice. The purchaser and/or user should not rely solely on these services and/or documents, nor any other information contained on the site, for making legal decisions. The purchaser and/or user should consult with an attorney for specific advice tailored to the purchaser and/or user’s situation. By agreeing to these terms and conditions, the purchaser (the purchaser’s heirs, assigns and/or representatives of any kind) of any product produced or service provided on or through the Trusts and Wills Online web site agrees that he or she shall hold Trusts and Wills Online harmless from any and all claims or damages (whether foreseeable or not foreseeable) that may arise in any way from the use, misuse, or misapplication of the product or services so purchased. The purchaser also agrees not to bring any legal action or claim, nor to assert any cause of action in any court, tribunal or administrative agency, against Trusts and Wills Online as a result of the purchase or use of any product or service produced or provided on the web site. IN NO EVENT SHALL Trusts and Wills Online BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFIT, MONETARY DAMAGES, LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE PRODUCTS AND SERVICES OFFERED FOR SALE ON THIS SITE, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THIS SITE, OR OTHERWISE ARISING OUT OF THE USE OF THIS SITE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF Trusts and Wills Online HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO THE PURCHASER AND/OR USER. THE DAMAGES AVAILABLE TO THE PURCHASER AND/OR USER ARE LIMITED TO THE REFUND OF THE PURCHASE PRICE PAID FOR THE SAME. If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable state or federal law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect. Unless otherwise specified herein, this agreement constitutes the entire agreement between the purchaser and/or user and Trusts and Wills Online with respect to the Web Site, software and documents produced and purchased and it supersedes any and all prior or contemporaneous communications and proposals, whether electronic, oral or written, between the purchaser and/or user and Trusts and Wills Online with respect to the documents so produced and purchased. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. COPYRIGHTS, USAGE TERMS AND CONDITIONS: The documents included herein are produced and owned by T&WO, LLC, d.b.a. Trusts and Wills Online. Trusts and Wills Online retains all rights and interests in this intellectual property. Trusts and Wills Online grants the purchaser and/or user a personal, non-transferable and non-exclusive right and license to use any document purchased (and fully paid for) by purchaser and/or user from the trustsandwillsonline.com web site. However, the purchaser and/or user may not modify, copy, reproduce, republish, upload, post, transmit, sell, transfer, or distribute in any way any software or document(s) that the purchaser and/or user may have produced or purchased from Trusts and Wills Online. The purchaser and/or user may download and use the purchased documents so long as that use is for non-commercial purposes, and provided that the purchaser and/or user keep intact all copyright and other proprietary notices. Because of the type and nature of the software products offered, Trusts and Wills Online reserves the right to refuse to sell product or provide service to anyone, at its own discretion. All prices are in U.S. Dollars. All credit card charges must be paid in U.S. dollars. Trusts and Wills Online reserves the right to change the prices of products or services sold on this web site at any time. CONTACTING Trusts and Wills Online: Please direct all questions and comments to info@trustsandwillsonline.com or (844) 979-1815.Δ
