Submitting this Questionnaire will serve
to auto-merge your data entries on the electronic template formats used to
generate your Will Package documents. Of course, it is important to make
accurate, correctly spelled entries as the data you enter is correspondingly
used to generate your documents. However, with access to your Client
Console, you will be able to freely add or edit data later (other than
your name) at any time, and resubmit for your updated documents.
Your self-generated documents will be presented to you digitally through your
Client Console in a PDF format, which you can ESIGN (electronically) and/or
print out to sign. If you wish to have your completed documents shipped to
you in a 3-ring binder, click on that line order item in the Questionnaire now –
or later, if you prefer, through your Client Console.
Married Couples. If you are submitting the Questionnaire
as a married couple, your spouse will be deemed to be the primary executor of
your estate (if surviving you) and also your first agent to serve
concerning your financial power of attorney document. Additionally, your
spouse will also be deemed as your first (default) health care agent. The
agent or agents you should name in the "Proposed Health Care Agents" entry
fields would then be, in such case, the alternate agents to your spouse – if
your spouse is unable to serve.