Estate Planning Online Intake Form

Questions? Call (702) 990-8550 or email us at contact@tmloffice.com

Short on time? You can save your progress by clicking "Save" below.

Contact Information

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Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Gender: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children Minors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Children

Name:
Birth Date:
Living?
Also Child of Spouse?

Child {binding ItemNumber}

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Are Any of Your Spouse's Children Minors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Spouse's Children

Name:
Birth Date:
Living?

Child {binding ItemNumber}

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Current Estate Documents

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Do you currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Were Your Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does Your Spouse currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Were The Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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New Estate Documents

What Estate Documents Are You Interested In? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Living Trust

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Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:

Full Name
Person to Disinherit {binding ItemNumber}
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Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Specific Distributions
Full Name
Property
Even If Spouse Is Living?
Gift {binding ItemNumber}
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Asset Protection Trust

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Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution Trustee: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:

Full Name
Person to Disinherit {binding ItemNumber}
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Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Specific Distributions
Full Name
Property
Even If Spouse Is Living?
Gift {binding ItemNumber}
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Last Will and Testament

When you have a Living Trust, your Will is called a "Pour-Over Will" and simply provides that your entire estate is to be transferred to your Trust upon your passing.  The gifting of your assets is found in your Trust and your Will is merely a backup when it comes to the transfer of assets.

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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Last Will and Testament? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Will The Trustee of Your Trust Also Serve as The Executor of Your Spouse's Estate? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does Your Spouse Wish To Be Buried or Cremated? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney

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Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Financial Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney (For Spouse)

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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney

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Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Health Care Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney (For Spouse)

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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Transfer Deed to Trust

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Homestead

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Would You Like to Provide Contact Information For Other Professionals Who Assist With Your Affairs? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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CONSULTANTS

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Would You Estimate Your Net Worth to Be Greater Than $5m? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Estate Planning Online Intake Form

The email has been sent.

Your progress has been saved.

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Estate Planning Online Intake Form

Questions? Call (702) 990-8550 or email us at contact@tmloffice.com

Short on time? You can save your progress by clicking "Save" below.

Contact Information

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Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is This Your Primary Residence? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do you have children? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children Minors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Children

Name:
Birth Date:
Living?
Also Child of Spouse?

Child {binding ItemNumber}

Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Spouse's Children Minors? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Spouse's Children

Name:
Birth Date:
Living?

Child {binding ItemNumber}

Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Birth Date: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Current Estate Documents

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Do you currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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What Documents Do You Currently Have? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Were Your Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Where Were Your Documents Signed? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Most Recent Update to Your Documents: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does Your Spouse currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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What Documents Does Your Spouse Currently Have? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Were The Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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New Estate Documents

What Estate Documents Are You Interested In? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Living Trust

Desired Trust Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:

Full Name
Person to Disinherit {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Specific Distributions
Full Name
Property
Even If Spouse Is Living?
Gift {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Asset Protection Trust

Desired Trust Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution Trustee: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:

Full Name
Person to Disinherit {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Specific Distributions
Full Name
Property
Even If Spouse Is Living?
Gift {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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How Would You Like Your Remaining Trust Assets To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Equally to Children With Strings Attached {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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{ binding firstError.message }
{ binding firstError.message }
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Last Will and Testament

When you have a Living Trust, your Will is called a "Pour-Over Will" and simply provides that your entire estate is to be transferred to your Trust upon your passing.  The gifting of your assets is found in your Trust and your Will is merely a backup when it comes to the transfer of assets.

Will The Trustee of Your Trust Also Serve as The Executor of Your Estate? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Guardian of Your Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Estate Divided and Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do You Wish To Be Buried or Cremated? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Last Will and Testament? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Will The Trustee of Your Trust Also Serve as The Executor of Your Spouse's Estate? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Would Your Spouse Like to Name a Different Guardian Than The One You Have Named? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Guardian of Your Spouse's Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would Your Spouse Like His/Her Estate Divided and Distributed Upon His/Her Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Does Your Spouse Wish To Be Buried or Cremated? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney

Who Would You Like to Name As Your Financial Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Financial Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney (For Spouse)

Who Would You Like to Name As Your Financial Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney

Who Would You Like to Name As Your Health Care Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Is Your Spouse Also Interested in a Health Care Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney (For Spouse)

Who Would Your Spouse Like to Name As His/Her Health Care Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event the Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Transfer Deed to Trust

Is The Transfer Deed For Your Primary Residence? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Homestead

Is The Homestead For Your Primary Residence? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Would You Like to Provide Contact Information For Other Professionals Who Assist With Your Affairs? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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CONSULTANTS

Accountant {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Advisor {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Insurance Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Would You Estimate Your Net Worth to Be Greater Than $5m? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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ESTIMATED NET WORTH: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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