Forms, Questionnaires, and Checklists

Estate Planning Aids

by Layne T. Rushforth

Forms


Click on the form's title to download the form. These forms are provided to be used in conjunction with advice of legal counsel, and the use of any form without advice of legal counsel constitutes consent to be solely responsible for the consequences.
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.
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Questionnaires and Checklists


Click on the document title to download it.
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 Questionnaire for creating a charitable lead trust.
Charitable Remainder trust (CRT) Questionnaire 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 - Basic
Microsoft Word version
Questionnaire for information needed to prepare a will or living trust.
Estate Planning Questionnaire - Asset-Protection Trust
Microsoft Word version
Questionnaire for information needed to prepare a self-settled spendthrift trust (i.e., a Nevada asset protection trust).
Estate Planning Questionnaire - Irrevocable Trust
Microsoft Word version
Questionnaire for information needed to prepare an irrevocable trust.
LLC Questionnaire
Microsoft Word version
Questionnaire for starting a limited-liability company.
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.
Supplemental Nevada Family Trust Company Information Form to accompany the LLC or corporation questionnaire with respect to a Nevada Family Trust Company.
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.
Get Adobe Reader

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.



Disclaimer. You must not rely on the information provided on our web sites in making your own planning decisions.