Congratulations on soon joining the less than half of Americans that have a will!
By taking just a few minutes to complete this important, yet often neglected task, you are ensuring that both you and your loved ones have peace of mind and that your estate gets administered according to YOUR wishes, and not those of the Commonwealth of Pennsylvania.
Please follow the link below to get started on this easy, but critically important task.
This questionnaire should take approximately 15-30 minutes to complete. Please have the following information readily available: Full legal name(s) of your spouse and/or children (if applicable), your desired guardian(s) for your children (if applicable), executor(s) of your will, and person(s) you would like to serve as your Power of Attorney.
Please note that there are default designations listed throughout the questionnaire (example: if married, your spouse is your executor and your estate would go to him/her). As each individual’s and family’s situation is uniquely different, so too are the needs and planning goals of every client served. More complex cases will require a meeting with an attorney in order to successfully draft these documents and you may not be able to complete them online. The questionnaire will notify you if, your situation will require a more comprehensive appointment with one of our attorneys for documents that are more customizable.
This basic estate planning package includes a will, financial power of attorney, and health care power of attorney/ living will.
All documents completed within this portal include a 30-minute meeting with an attorney at any one of our three office locations: Wexford, Bridgeville, or Beaver. You pick the location most convenient for you! At this meeting, you will be required to sign your documents to make them legally binding and official. If any questions arise while completing the questionnaire, you are encouraged to jot them down and bring with you to your signing appointment.
If you have any further questions, please call our office at (724) 934-5044 or email info@shieldsandboris.com.
| Married Will Package | $780 |
| Single Will Package | $580 |