Client Forms
Offices Located in Las Vegas • Serving Clients Nationwide
Workbooks
- Estate Planning Design Workbook for Married and Unmarried Individuals – For use by either a single person or an individual person in a married or unmarried relationship. Used in the design of an individual estate plan.
- Estate Planning Design Workbook for Married and Unmarried Couples – For use by couples, whether married or unmarried. Used in the design of a joint estate plan.
- Probate-Trust Administration Workbook – Used to gather information for an estate administration (probate or trust administration) after a person’s death.
- LLC Design Workbook – Used for either the organization of a new LLC or the review/update of an existing LLC.
- Digital Asset Inventory – A form to keep track of all digital assets.
- Planning Priorities Quiz – This lets our estate planning attorneys know how important each of these issues is to you and will guide the choices we will make together to create your estate plan.
- Estate Planning Trust Review Workbook – Used to evaluate and guide the review of an existing trust.
- Estate Plan Success Check-Up List – Estate Plan Success Check-Up List How sure are you that your Estate Plan will be a success when it is needed the most? Use this checklist to find out if you’re on the right track.
