Estate Planning Online Intake Form

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

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Contact Information

Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Email: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Date of Birth: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Gender: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Are you Married? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

US Citizen? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Spouse's Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone Number: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Email: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Date of Birth: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Gender: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

US Citizen? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Home Address: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Is This Your Primary Residence? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Do you have children? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Children

Name:

Birth Date:

Living?

Also Child of Spouse?

Child {binding ItemNumber}

Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Birth Date: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Also Child of Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Does your spouse have children who are not your own? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Spouse's Children

Name:

Birth Date:

Living?

Child {binding ItemNumber}

Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Birth Date: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Current Estate Documents

Do you currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

What Documents Do You Currently Have? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Were Your Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Where Were Your Documents Signed? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Most Recent Update to Your Documents: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Does Your Spouse currently have any Estate Documents? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

What Documents Does Your Spouse Currently Have? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Were The Documents Signed in Nevada? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Where Were The Documents Signed? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Most Recent Update to The Documents: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

New Estate Documents

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

{binding displayValue}

Living Trust

Desired Trust Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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 }

{binding displayValue}

Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Specific Distributions

Full Name

Property

Even If Spouse Is Living?

Gift {binding ItemNumber}

Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would You Like Your Remaining Trust Assets To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Equally to Children With Strings Attached {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Asset Protection Trust

Desired Trust Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Will This Be A Joint Trust With Your Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Distribution Trustee: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Are Any of Your Children to be Excluded From Your Trust? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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 }

{binding displayValue}

Distribution of Trust Estate

Would You Like To Make Any Specific Gifts To Specific Individuals? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Specific Distributions

Full Name

Property

Even If Spouse Is Living?

Gift {binding ItemNumber}

Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would You Like Your Remaining Trust Assets To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Equally to Children With Strings Attached {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

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 }

{binding displayValue}

Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Guardian of Your Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would You Like Your Estate Divided and Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Do You Wish To Be Buried or Cremated? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Is Your Spouse Also Interested in a Last Will and Testament? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Will The Trustee of Your Trust Also Serve as The Executor of Your Spouse's Estate? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Would Your Spouse Like to Name a Different Guardian Than The One You Have Named? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Guardian of Your Spouse's Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

How Would Your Spouse Like His/Her Estate Divided and Distributed Upon His/Her Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Does Your Spouse Wish To Be Buried or Cremated? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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 }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Is Your Spouse Also Interested in a Financial Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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 }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

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 }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Is Your Spouse Also Interested in a Health Care Power of Attorney? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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 }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Alternate Agent (in the event the Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

Transfer Deed to Trust

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

{binding displayValue}

Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Homestead

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

{binding displayValue}

Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

CONSULTANTS

Accountant {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Financial Advisor {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Insurance Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

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

{binding displayValue}

ESTIMATED NET WORTH: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Estate Planning Online Intake Form

Contact Information

Children

Child {binding ItemNumber}

Spouse's Children

Child {binding ItemNumber}

Current Estate Documents

New Estate Documents

Living Trust

Please List Who is To Be Excluded From Your Trust:

Person to Disinherit {binding ItemNumber}

Distribution of Trust Estate

Specific Distributions

Gift {binding ItemNumber}

Asset Protection Trust

Please List Who is To Be Excluded From Your Trust:

Person to Disinherit {binding ItemNumber}

Distribution of Trust Estate

Specific Distributions

Gift {binding ItemNumber}

Last Will and Testament

Financial Power of Attorney

Financial Power of Attorney (For Spouse)

Health Care Power of Attorney

Health Care Power of Attorney (For Spouse)

Transfer Deed to Trust

Homestead

CONSULTANTS

Estate Planning Online Intake Form

Your progress has been saved.

Estate Planning Online Intake Form

Contact Information

Children

Child {binding ItemNumber}

Spouse's Children

Child {binding ItemNumber}

Current Estate Documents

New Estate Documents

Living Trust

Please List Who is To Be Excluded From Your Trust:

Person to Disinherit {binding ItemNumber}

Distribution of Trust Estate

Specific Distributions

Gift {binding ItemNumber}

Asset Protection Trust

Please List Who is To Be Excluded From Your Trust:

Person to Disinherit {binding ItemNumber}

Distribution of Trust Estate

Specific Distributions

Gift {binding ItemNumber}

Last Will and Testament

Financial Power of Attorney

Financial Power of Attorney (For Spouse)

Health Care Power of Attorney

Health Care Power of Attorney (For Spouse)

Transfer Deed to Trust

Homestead

CONSULTANTS