Warren & Migliaccio

Welcome to Warren & Migliaccio, L.L.P. Estate Planning
Please use your legal name as it appears on your license or government-issue ID

Please enter your registration details below.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Your Contact Details
Please submit all answers with the proper capitalization and do not abbreviate any addresses or states. Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your full middle name if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other names in the “also known as” field.

Name:

Date Of Birth *

Are you married?

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Yes

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No

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

Gender

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Male

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Female

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Your spouse's Details

First Name: *

Middle Name *

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

Gender

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Male

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Female

State: *

Total Estate Value
The value of your total estate includes all assets held either in your individual name, jointly, or that you control. Assets can include but are not limited to real estate, your retirement accounts, any bank accounts, brokerage accounts, stocks, bonds, life insurance, business interests, automobiles, and valuable jewelry and collectibles. The value of the assets goes by either the amount of money held in the account or the fair market value of any real estate, tangible property, or intangible asset (e.g. business interest).

What is the value of your estate? *

Children and Beneficiaries
If you have children, please select “Yes”. The next page will ask you to provide their personal information. If you do not have any children, please select “No” and the system will direct you to a beneficiary selection page.

Do you have any children?

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Yes

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No

Children
When answering these questions, please answer the questions based on all your children including any stepchildren.

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old

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Yes

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No

My children are over the age of 18 years old

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Yes

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No

Beneficiary Information
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you are not leaving your estate to your spouse first and then to your children equally, please list your desired beneficiaries and note the percentage each will receive.

If you don’t have any descendants or your descendants do not survive you, do you wish to add a beneficiary?

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Yes

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No

Are any of your beneficiaries under 18?

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Yes

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No

At what age would you like to have your beneficiary get full control of their inheritance in the place where stood a lump sum at the age

(for a person) If your beneficiary doesn’t survive you: Do you want their share to go to their children?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries?

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Yes

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No

(For a charity) If the charity isn’t in existence at the time of your death: Do you want this share to go to a different charity?

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Yes

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No

How do you wish to distribute your estate to your beneficiaries?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children Information
Please provide the full legal name, date of birth, and parental status for each child and step-child.How many children do you and/or your spouse/partner have?

Child’s Full Legal Name *

Date of Birth *

Parents of Child? *

Are any of the children under 18 years old?

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Yes

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No

How do you wish to distribute your estate to your children?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

Spouse - Beneficiary Information
In deciding who and how to leave your assets, please remember that we have assumed if you are married that you will leave 100% of your assets to your spouse. This division of property will only happen upon the second spouse to pass. A beneficiary may be an individual(s) or a charity. If you are not leaving your estate to your spouse first and then to your children equally, please list your desired beneficiaries and note the percentage each will receive.

If you don’t have any descendants or your descendants do not survive you, do you wish to add a beneficiary?

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Yes

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No

Beneficiary Name

Date of Birth *

Beneficiary Type *

Beneficiary Gender *

Are any of your beneficiaries under 18?

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Yes

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No

At what age would you like to have your beneficiary get full control of their inheritance in the place where stood a lump sum at the age

(for a person) If your beneficiary doesn’t survive you: Do you want their share to go to their children?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries?

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Yes

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No

(For a charity) If the charity isn’t in existence at the time of your death: Do you want this share to go to a different charity?

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Yes

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No

Do you want their share to be distributed to your other beneficiaries?

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Yes

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No

How do you wish to distribute your estate to your beneficiaries?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Executor
The Executor is the person who is appointed to handle the estate once you have passed away. The Executor’s job is to determine and obtain access to the estate assets, make sure that the expenses and taxes are paid and then make distributions of remaining assets to those named as beneficiaries. The Executor’s role is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions.

Your Executor is responsible for carrying out your instructions and wishes as provided in your will. Please list the individuals you want named as your Executor in order.

Primary Executor *

Click on + to add more agents

Successor Executor *

Spouse/Partner - Executor
The Executor is the person who is appointed to handle the estate once you have passed away. The Executor’s job is to determine and obtain access to the estate assets, make sure that the expenses and taxes are paid and then make distributions of remaining assets to those named as beneficiaries. The Executor’s role is a financial and managerial role. Therefore, consider naming someone who you believe is good with finances or who would be willing to get professional help to guide them so that they can make prudent and reasonable decisions.

Primary Agent *

Successor Executor *

Financial Power of Attorney
The Financial Power of attorney allows the person you name as your agent to make financial and property related decisions for you while you are alive. The power can become effective at the time you sign the document or later only in the event of your incapacity. This choice will be made at the time you sign the document with your attorney. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Do you wish to use same agents as your Executor?

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Yes

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No

Please name who you would like to serve as your Financial Power of Attorney, also called Durable Power of Attorney.

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Financial Power of Attorney - Spouse/Partner
The Financial Power of attorney allows the person you name as your agent to make financial and property related decisions for you while you are alive. The power can become effective at the time you sign the document or later only in the event of your incapacity. This choice will be made at the time you sign the document with your attorney. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Do you wish to use same agents as your spouse Executor?

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Medical Power of Attorney
The Medical Power of attorney allows the person you name as your agent to make medically related decisions for you while you are alive. These powers become effective in the event of your incapacity. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Please name who you would like to serve as your Medical Power of Attorney.

Do you wish to use same agents as your Financial Power of Attorney?

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State *

Zip: *

Phone Number: *

Medical Power of Attorney-Spouse/Partner
The Medical Power of attorney allows the person you name as your agent to make medically related decisions for you while you are alive. These powers become effective in the event of your incapacity. It is recommended that you name one primary (typically spouse/partner if married) and at least one successor.

Do you wish to use the same agents as your Financial Power of Attorney?

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Yes

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No

Primary Agent : Full Legal Name: *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Successor Agent : *

Street Address: *

City: *

State: *

Zip: *

Phone Number: *

Submission Screen

Your summary Details

If you would like to review your responses, you can select each screen and review your answer or select the previous button which will open a print screen page. Click the “Submit” button below to be directed to a page where you will be able to pay for your estate planning documents you selected. Once you have paid for your documents, your information will be sent to our office and you will be contacted to schedule a time for you to review your documents with an attorney.

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