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	Affidavit used to collect the personal property of a deceased person if the estate is $20,000 or less. [NEVADA ONLY.]
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.
Nevada Declaration of Domicile	Memo outlining the steps to take to establish legal residency in Nevada.
Nevada Probate Checklist	Checklist for handling a probate proceeding in Nevada. Jointly prepared by Layne Rushforth and Don Ashworth. (Mr. Ashworth is a former Probate Commissioner in Clark County, Nevada.)
Supplemental Schedule	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	Questionnaire for starting a corporation
Estate Planning Questionnaire	Questionnaire for information needed to prepare a will or living trust.
LLC Questionnaire	Questionnaire for starting a limited-liability company.
Marital Property Agreement Questionnaire	Questionnaire for a prenuptial or postnuptial marital property agreement. Also used for unmarried domestic partners ("significant others").
Probate Questionnaire	Questionnaire for starting a probate proceeding in Nevada.
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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.

None of our web sites provides legal advice. The information presented at this site and rushforthfirm.com is general information only should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
All articles written for the general public (including those at this site, on other web sites, in books, or in other print media) are necessarily oversimplified and may not be appropriate for any particular person's situation.
Information contained in these pages is NOT an acceptable substitute for personal legal advice from an attorney who is:
- licensed in the state where you live;
- experienced in the appropriate area of law; and
- familiar with the details of your situation.
Because this site is general and cannot address all excepts and unique situation and because some of the information may not be complete or up-to-date, you cannot rely on the information on this site in making estate- or tax-planning decisions. More to the point, you should never rely on general estate planning information. The problems with a poorly designed estate plan--which may include a will or trust that is legal but inadequate--will not usually surface until it is too late to correct. Acting on general information can be penny wise and pound foolish.
Although this web site includes pages that discuss tax issues, nothing on this site contains legal or tax advice that can be relied on or otherwise used by a taxpayer for the purpose of either
- (1) avoiding tax penalties that may be imposed on the taxpayer by the Internal Revenue Service or by a court or
- (2) promoting, marketing, or recommending any tax-planning strategy to another person.
You cannot obtain from any web site or book a "covered opinion" that is compliant with Circular 230 issued by the U. S. treasury Department. If you desire a "covered opinion", you will need to engage an accountant or an attorney to discuss the scope and purpose of the opinion you want, as well as the time and expense that it will take to provide you with such an opinion. Because of the uncertainly of some tax issues, it is possible that you will not find anyone willing to give a covered opinion on specific tax-saving strategies or for particular situations.
No attorney employed by The Rushforth Firm, Ltd. has been certified as a specialist.