3 - What is your phone number? *

(###)

###

####

4 - What is your spouse's phone number? *

(###)

###

####

13 - What is your estimated net worth (assets minus liabilities/debts) if you also include the death benefit that would be paid out on any life insurance policies? *

So if your current net worth is around $1,000,000, but you and your spouse each have a $1,500,000 life insurance policy, you can select the third option below.

Below $1,000,000

Around $1,000,000 to $3,000,000

Around $3,000,000 to $6,000,000

Around $6,000,000 to $10,000,000

14 - Is there a chance you'll have additional children after you sign these documents? *

This includes children you might adopt.

Yes

No

17A - If you both pass any time soon, do you want funds distributed to your children immediately, or do you want funds available to your children as needed for things like education, health, and basic needs, with an outright distribution coming when the children are older? *

The first choice only applies if your children are 18+ (maybe even 25+).

Distributed immediately (skip 17B)

Made available on an as needed basis until children are older (complete 17B)

24 - LIVING WILLS FOR YOU AND YOUR SPOUSE - If two physicians agree that you are permanently unconscious, do you want to give those physicians the power to withdraw life-sustaining treatment (pull the plug)? *

f you answer "no," the individual serving as the agent in your healthcare power of attorney can still make the decision, but that decision wouldn't be taken out of his or her hands. So if I am permanently unconscious, and two physicians tell my wife that they think that's the case, do I want them to be able to go ahead and "pull the plug" (that's a "yes" here), or do I want my wife to have the final say on whether and when they "pull the plug" (that's a "no" here). A "yes" means you should do a Living Will. A "no" means that the Living Will isn't a good idea for you.

Yes

No

Terms and Scope of Engagement. By completing your estate plan through this “Plan in Place” service offered by Pappas Gibson LLC (“us” or “we”), you acknowledge and reaffirm that the answer to each question in the “Initial Checklist” section is “no.” If the answer to any of those questions is “yes,” you may not be a good candidate for an expedited estate planning service and should engage us or another law firm for a consultation. You further acknowledge that (1) this engagement, which does not commence until payment is made for services, is limited to the creation of basic estate planning documents and does not include any additional legal services or advice beyond the scope of this specific engagement, (2) we will rely on the information provided by you in the questionnaire and you are responsible for informing us of any information pertinent to your estate plan that we have not been able to gather through the questionnaire you submitted, (3) you are responsible for the signing the documents correctly and updating beneficiary designations and/or retitling assets in accordance with the instructions we provide you, and (4) the fees for this engagement are earned upon receipt and not dependent on whether you choose to execute the documents we provide; however, if, for any reason, we cannot complete your documents, we will either transfer the funds to our lawyer's trust account and contact you to discuss your estate plan and the scope of our representation, or refund your payment to you. Regardless, if we do not complete your documents, your money will be refunded. If you see anything in the documents we send that constitutes a mistake on our part, such as a misspelling of a name that was correctly spelled in your questionnaire, please contact us immediately so that we can correct the mistake, which we will do at no additional cost. *

I ACCEPT THE ABOVE TERMS.