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Estate-Planning Aids

Forms, Questionnaires, and Checklists

Downloadable planning documents from the Trust-and-Estate Library of Rushforth Firm Ltd.

Please use these documents with legal counsel

These forms are provided for use in conjunction with advice from qualified legal counsel. If you use a form without legal advice, you accept sole responsibility for the consequences.

Some documents may contain legacy firm names or branding. For information about firm transitions, visit RFLlegal.com.

Nevada planning documents

Forms

Select PDF to view or download a document. Word versions are provided where available.

Affidavit of Entitlement

For Nevada only. An affidavit for collecting a deceased person’s personal property—but not real property—when the estate does not exceed the applicable statutory amount.

Nevada Health-Care Power of Attorney

A combined form addressing health-care authority, long-term care, life support, organ donation, memorial instructions, and disposition of remains. It is based on Nevada law.

Nevada Statutory Financial Power of Attorney

A document in which a principal delegates authority to an agent to act regarding the principal’s property and financial affairs. This form is based on the Nevada statutory form, with minor modifications.

Nevada DMV Power of Attorney

A power of attorney for vehicle-related transactions with the Nevada Department of Motor Vehicles. This link opens the official DMV form.

Nevada Declaration of Domicile

A memorandum outlining steps for establishing legal residency in Nevada, with a Declaration of Domicile form.

Important: This document addresses Nevada law only. Consult counsel in any other state that may claim you as a resident.

Nevada Probate Inventory Checklist

A list of asset types to help prepare an inventory for filing in a Nevada probate proceeding.

Information-gathering tools

Questionnaires and Checklists

Use these documents to organize information for discussion with qualified legal counsel.

Asset Checklist for Estate Planning

A checklist for preparing an inventory of assets.

Buy-Sell Questionnaire

A questionnaire for business owners considering a buy-sell agreement.

Charitable Remainder Trust Questionnaire

A questionnaire for planning a charitable remainder trust, including a charitable remainder unitrust (CRUT) or charitable remainder annuity trust (CRAT).

Estate Planning Questionnaire: IRA Trust

A questionnaire for gathering information needed to prepare a trust designed to receive individual retirement accounts and other qualified retirement benefits.

Estate Planning Questionnaire: Asset-Protection Trust

A questionnaire for gathering information needed to prepare a self-settled spendthrift trust (SSST), also known as a Nevada asset-protection trust (NAPT) or domestic asset-protection trust (DAPT).

Estate Planning Questionnaire: NING Trust

A questionnaire for gathering information needed to prepare a Nevada incomplete-gift non-grantor (NING) trust.

Marital Property Agreement Questionnaire

A questionnaire for a prenuptial or postnuptial marital-property agreement. It may also be used when planning agreements between unmarried domestic partners.

Nevada Living Will Lockbox

The Nevada Secretary of State provides information about registering an advance directive through its Living Will Lockbox service.

Visit the official website
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