5041 N. 12th Avenue
Pensacola, FL 32504
Dale O. Knee,
President and CEO
Sixty percent of Americans die without a valid will. That usually means state laws take over and distribute their probate estates according to generic formulas that have nothing to do with the decedent's wishes.
Don't let that happen to you.
This Will Planning Wizard begins the will preparation process. It does not create a will, or a legal document. Instead, it guides you in collecting and organizing your thoughts, information, and documents before you visit your attorney.
(Please note that some states allow an individual to compose his or her own will, but it is wise to employ a qualified attorney. A will is one of the least expensive legal documents, and a well-written one could save your heirs a lot of dollars and hassle.)
To protect your identity, the Will Planning Wizard will not ask for your Social Security Number. None of your information is captured by the Wizard or stored on file. However, if you exit the Wizard before completing it, all of your information will be lost and you will have to start again.
Ready? Click "Begin" to start.
Already have a will? Want to amend it? Download a sample codicil.
Download PDF of whole wizard to print and fill out in hard copy.
Please attach a copy of the deed for each parcel of real property that you own.
The Durable Power of Attorney becomes effective upon the proven incompetency of an individual to handle his or her own affairs. In this document, you would name a person who would take charge of your affairs (known as your "attorney-in-fact"). The value of this document is that it eliminates the need to establish a guardianship in the event of incompetency.
The Power of Attorney for Health Care authorizes the designated attorney-in-fact to authorize or withhold medical care if you are unable to do so yourself. The person so designated should be a person with whom you have discussed issues such as use of medical means to prolong your life artificially.
The Directive to Physicians clarifies a person's wish not to have his or her life "artificially prolonged" in the case of any injury, disease or terminal condition rendering such person unable to communicate.
Please list your current professional legal and financial advisors here:
The material presented on this Planned Giving website is not offered as legal or tax advice.
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