Estate Planning Questionnaire

Step 1 of 5

About You

Let's start with your basic information. This will be used across all three documents.

Full Legal Name

Email Address

Date of Birth (optional)

State of Residence

Marital Status

Single Married Domestic Partner Divorced Separated Widowed

Step 2 of 5

Beneficiaries

Who should inherit your assets? You can add multiple beneficiaries and specify their share.

Specific Bequests (optional)

Leave specific items to specific people (e.g., "Family ring to my daughter Sarah").

Step 3 of 5

Executor & Power of Attorney

Choose trusted people to manage your estate and handle financial matters if you can't.

Executor of Your Will

This person will carry out the instructions in your will. Choose someone you trust who is at least 18 years old.

Executor Name

Relationship

Alternate Executor (optional)

Power of Attorney Agent

This person can manage your finances and legal matters if you're incapacitated.

Agent Name

Relationship

Step 4 of 5

Healthcare Directive

Specify your medical care preferences and designate someone to make healthcare decisions for you.

Healthcare Agent

This person makes medical decisions if you can't communicate.

Agent Name

Relationship

Life-Sustaining Treatment

Continue all treatment Limited treatment Comfort care only

Artificial Nutrition & Hydration

Provide Short-term only Do not provide

Pain Management

Maximum relief Balanced approach

Organ Donation

Yes, all organs Specific organs No

Additional Healthcare Wishes (optional)

Step 5 of 5

Review & Submit

Review your information below. Once submitted, our AI will generate your three personalized estate planning documents.

Additional Instructions (optional)

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Your data is secure

Your information is encrypted and only used to generate your documents. We never share your data.

After review, you'll generate your documents and proceed to checkout for $47

By submitting, you acknowledge that EstateShield generates document templates for informational purposes only. These are not legal advice. We recommend attorney review before signing. See our Terms and Privacy Policy.

Executor of Your Will

Power of Attorney Agent

Healthcare Agent

Generating Your Documents