Overview and Instructions:

Our Companion Legal Starter Kit is a basic estate plan that was developed primarily for students and others between the ages of 18 and 25 who are unmarried and do not have children. If you would like to learn more about why young person might need to have a basic estate plan even without a spouse or any children, please click here to watch a short video.

Please complete the information below and click the submit button at the bottom when you are satisfied with your answers. Someone from our office will follow up with you soon to go over your responses. * Denotes items that must be completed before submission.

Information About You

First Name*

Middle Name

Last Name*

Last Four of SS#*

Street Address*

City*

State*

Zip Code*

Phone Number*

Email*

Date of Birth*

Financial Agent

Please enter the information for your first choice as a financial agent below. If you are unsure who to choose, click here to see a short video about it or click here to read a short blog post about it.

First Name*

Middle Name

Last Name*

Phone Number*

Back-up Financial Agent

Please enter the information for your second choice as a financial agent below.

First Name

Middle Name

Last Name

Phone Number

Health Care Agent

Please enter the information for your first choice as a health care agent below. If you are unsure who to choose, click here to read a short blog post about it.

First Name*

Middle Name

Last Name*

Phone Number*

Back-up Health Care Agent

Please enter the information for your second choice as a health care agent below.

First Name

Middle Name

Last Name

Phone Number

Personal Representative

Please enter the information for your first choice as your personal representative below. A personal representative is the person who carries out the terms of your last will and testament. If you are unsure who to pick, click here to read a short blog post about it.

First Name*

Middle Name

Last Name*

Back-up Personal Representative

Please enter the information for your second choice as your personal representative below.

First Name

Middle Name

Last Name

Describe Beneficiaries*

Please describe who you would like to inherit your property if you die. Please indicate percentages if it will be split among two or more individuals or groups (50% to my parents and 50% to my siblings, for example)

Notes and Questions

Please list and notes or questions that you would like us to address when preparing your estate plan

Review and Submit:

Please review the information above and click "submit' below when you are satisfied with your responses

* Denotes items that must be completed before submission.

Overview and Instructions:

Information About You

Financial Agent

Back-up Financial Agent

Health Care Agent

Back-up Health Care Agent

Personal Representative

Back-up Personal Representative

Describe Beneficiaries*

Notes and Questions

Review and Submit:

Grand Rapids Area Office

Muskegon Area Office