Estate Planning Forms and Memos Useful Forms and More Detailed Memos

This page contains links to various forms and memos. You can access these documents in various ways, but all of them require that you first download and install the free Adobe Acrobat reader software, which you can download from the Adobe web site using the link below).

Click here for the free reader software.

To view the memos and forms:

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The forms are provided to get information for the preparation of estate planning documents. Please feel free to use these forms, regardless of which attorney or firm does your estate planning documents. (If you click on a link to a web site that is not part of rushforth.org, it will open in another window on your web browser.)

Forms

1. Affidavit of Entitlement - Form used to claim a deceased person's personal property if Nevada probate estate does not include interest in real estate and is less than $20,000.

2. Estate planning asset checklist - Asset inventory checklist outlining information needed with respect to assets for estate planning, especially if a living trust is to own assets.

3. Estate planning questionnaire - Basic family and fiduciary information for your initial interview with your estate planning attorney.

4. Durable power of attorney for health care - Adapted from Nevada's statutory durable power of attorney for health care and Nevada's directive to physicians ("living will"), the form also includes organ donor instructions, as well as funeral and burial directives.

5. Incorporation questionnaire - Basic information for your initial interview with your estate planning attorney.

6. Supplemental Trust Schedule - "Deed and Assignment", which is used to supplement the schedule of trust assets and to document additions and deletions of trust assets.

7. Nevada Probate Procedure Checklist - "Probate Procedure Checklist". This was developed in cooperation with Don Ashworth, Probate Commissione for Clark County, Nevada.

Memos

In alphabetical order

1. Asset Protection - Different strategies to protect assets from future creditors.

2. Beneficiaries and Fiduciaries - Important issues in selecting beneficiaries and fiduciaries in wills and revocable trusts.

3. Charitable Remainder Trusts - Irrevocable trusts that provide a term of benefits to self or family while leaving a charitable legacy after that term expires.

4. Dividing Credit-Shelter/Marital Deduction Trusts - The process of dividing a trust into two or three "subtrusts" upon the death of one spouse in order to optimize estate tax planning.

5. Duties of A Guardian - Duties and responsibilities of a court-appointed guardian in Nevada.

6. Duties of A Personal Representative - Duties and responsibilities of a "personal repersentative" (executor, administrator) with respect to a decedent's estate in Nevada.

7. Duties of A Trustee - Duties and responsibilities of a Trustee of a revocable trust after the death of the trust's creator.

8. Estate Planning Goals and Tools - Estate planning goals and the tools that help accomplish those goals. An overview of estate planning, including a discussion of wills, revocable trusts, irrevocable trust, business planning,etc.

9. Gift Giving Using Limited Business Entities - Gifts of business entities can result in retained control and gifts of minority interests combined with the benefits of "discounte" gift-tax values.

10. Should Charitable Giving Be A Part of My Estate Plan? - Various types of charitable gifts and their respective tax and estate planning benefits.

11. Tax Planning for Couples - Estate tax planning in revocable trusts for couples. Discussion of estate tax savings through the use of marital trusts and credit-shelter trusts.

12. Using A Charitable Trust and An Irrevocable Life Insurance Trust - Using a charitable trust to provide lifetime income, and using an irrevocable life insurance trust to preserve the estate for the family.

Initial Estate Planning Consultation

• Forms
  
  • 2 - Asset Checklist and
    
  • 3 - Questionnaire

• Memos
  
  • 2 - Beneficiaries & Fiduciaries and
    
  • 8 - Estate Planning Goals & Tools.
    

Links within rushforth.org