Forms, Questionnaires, and Checklists
Estate Planning Aids
by Layne T. Rushforth
Forms
|
|
---|---|
NOTE: Many of the documents and forms contain the name and logo of Rushforth Firm Ltd., but that firm has transitioned to two firms. See https://RFLlegal.com/ for more information. Eventually, the old firm name will be replaced with Rushforth Firm Ltd. | |
Short Title | Description |
Affidavit of Entitlement | NEVADA ONLY: Affidavit used to collect the personal property (and not real property) of a deceased person if the decedent's estate is not more than the "applicable amount", which is $100,000 if the claimant is the decedent's spouse or domestic partner or $25,000 for other claimants. |
Nevada Health-Care Power of Attorney | Combined form: (1) durable power of attorney for health care; (2) directive relating to long-term care; (3) directive relating to life support; (4) directive relating to organ donations; and (5) instructions relating to a memorial service and the ultimate disposition of mortal remains. [Based on Nevada law, but some provisions may be useful elsewhere.] |
Nevada Statutory Financial Power of Attorney | A power of attorney is a document in which one person (the “principal”) delegates authority to another person (the “agent”) so that the agent can take actions relating to the principal’s property and financial affairs on the principal’s behalf. This is the form approved by the Nevada Legislature with minor modifications. |
Nevada DMV Power of Attorney | A power of attorney for vehicle-related transactions with the Nevada Department of Motor Vehicles (DMV). (The link is to the official DMV website.) |
Nevada Declaration of Domicile
Declaration in Microsoft Word format |
Memo outlining the steps to take to establish legal residency in Nevada. A Nevada Declaration of Domicile form is included. IMPORTANT: This memo deals with Nevada law only, and it does not address the question of whether or not another state may claim that you are a legal resident of that state under its laws. For the answer to that question, you must consult an attorney who is licensed in the state in which you are trying to avoid residency. |
Nevada Probate Inventory Checklist | List of asset types to assist in preparing an inventory to be filed in a probate proceeding. |
Supplemental Schedule
Microsoft Word version |
Form to supplement and update the schedule of assets belonging to a revocable trust. |
Adobe Reader software is required to view the PDF version of these forms and memos. Click here or on the icon below for the most current version of the free reader software. The Microsoft Word version can be opened with Microsoft Word, Google Docs, and various other word-processing programs, including LibreOffice, which is free, and WPS Office 2016 Free, which is free with ads or around $30 without. |
Questionnaires and Checklists
|
|
---|---|
Short Title | Description |
Asset Checklist for Estate Planning | Checklist used to make an inventory of all assets owned. |
Buy-Sell Questionnaire | Questionnaire for business owners entering into a buy-sell agreement. |
Charitable Lead trust (CLT) Questionnaire Microsoft Word Version |
Questionnaire for creating a charitable lead trust. |
Charitable Remainder trust (CRT) Questionnaire
Microsoft Word Version |
Questionnaire for creating a charitable remainder trust, including a charitable remainder unitrust (CRUT) and a charitable remainder annuity trust (CRAT). |
Corporation Questionnaire
Microsoft Word version |
Questionnaire for starting a corporation |
Non-profit Corporation Questionnaire
Microsoft Word version |
Questionnaire for starting a nonprofit corporation, including 501(c)(3) organizations. |
Estate Planning Questionnaire - Revocable Trust
Microsoft Word version |
Questionnaire for information needed to prepare a living trust and related documents. |
Estate Planning Questionnaire - IRA Trust
Microsoft Word version |
Questionnaire for information needed to prepare an IRA Trust that is designed to be the beneficiary of individual retirement accounts and other qualified retirement benefits. |
Estate Planning Questionnaire - Irrevocable Trust
Microsoft Word version |
Questionnaire for information needed to prepare an irrevocable trust. |
Estate Planning Questionnaire - SSST (Asset-Protection Trust)
Microsoft Word version |
Questionnaire for information needed to prepare a self-settled spendthrift trust ("SSST"). This type of trust is also known as a Nevada asset protection trust ("NAPT") and as a domestic asset-protection trust ("DAPT") |
Estate Planning Questionnaire - NING Trust
Microsoft Word version |
Questionnaire for information needed to prepare a Nevada incomplete-gift, non-grantor (NING) trust. |
LLC Questionnaire
Microsoft Word version |
Questionnaire for starting a limited-liability company. |
Nevada Family Trust Company Questionnaire
Microsoft Word version |
Questionnaire for starting a Nevada family trust company (LLC). |
Marital Property Agreement Questionnaire
Microsoft Word version | Questionnaire for a prenuptial or postnuptial marital property agreement. Also used for unmarried domestic partners ("significant others"). |
Probate Questionnaire
Microsoft Word version |
Questionnaire for starting a probate proceeding in Nevada. |
Adobe Reader software is required to view the PDF version of these these forms and memos. Click here or on the icon below for the most current version of the free reader software. The Microsoft Word version can be opened with Microsoft Word, Google Docs, and various other word-processing programs, including LibreOffice, which is free, and WPS Office 2016 Free, which is free with ads or around $30 without. |
External Link | Content |
---|---|
Registration of Health-Care Directive | To register your "advanced directive", the Nevada Secretary of State offers a free registration service (in partnership with the U.S. Living Will Registry®). For more information about the Secretary of State's "Living Will Lockbox" service and a link to the appropriate form, click here. |