Estate Planning Intake Form

Planning a will, trust or powers of attorney? This intake gathers what is needed to prepare Nevada estate planning documents at your direction. It takes about 10 to 15 minutes.

Before You Start

• Have the full names of your children, beneficiaries, executor or trustee, and agents.
• Know which assets you own in general terms. Account numbers are not needed.
• Think about who you would trust to make financial and healthcare decisions if you could not.
• Do not enter Social Security numbers or full account numbers. Those are collected securely when your documents are prepared.

What Happens Next

• I review your intake and confirm your quote in writing.
• I prepare your documents at your direction, based on the information you provide.
• You review and sign. In-person and mobile appointments are available anywhere in Clark County, and remote online notarization is available nationwide.

Your full legal name *

First

Last

Mailing address (street, city, state, ZIP) *

Phone number *

Email address *

Which documents do you need? *

• Last will and testament
• Revocable living trust
• Durable financial power of attorney
• Healthcare power of attorney
• Living will (advance directive declaration)
• Deed transferring property into a trust
• Not sure yet; I would like to discuss options

Marital status *

• Single
• Married
• Domestic partner
• Divorced
• Widowed

Spouse or partner's full name (if applicable)

Children: full names and ages

Include children from prior relationships and any deceased children who left children of their own.

Guardian for minor children (if any): name, relationship and city, plus an alternate

Executor (personal representative) or trustee: name and relationship, plus an alternate

Beneficiaries: who should receive what

Names, relationship, and shares or specific gifts.

Major assets (general categories only)

• Home or real estate in Nevada
• Real estate outside Nevada
• Bank accounts
• Retirement accounts (401k, IRA)
• Life insurance
• Vehicles
• Business interests
• Digital assets

Financial power of attorney agent: name, relationship and phone, plus an alternate

When should the financial power of attorney take effect?

• Immediately
• Only if I become incapacitated
• Not sure yet
• Not needed

Healthcare agent: name, relationship and phone, plus an alternate

Your wishes about life-sustaining treatment (optional)

Do you have existing estate planning documents? *

• No
• Yes, I want to replace them
• Yes, I want to update them

A Nevada will is signed in front of two adult witnesses. Do you have two witnesses who are not beneficiaries?

• Yes
• No
• I would like help arranging witnesses

How would you like to sign and notarize? *In personMobile: come to my locationRemote online notarization (RON)Not sure yet

Anything else we should know?

Acknowledgment *

• I understand Yuri Notary is not an attorney, cannot give legal advice, and will prepare documents at my direction based on the information I provide. Nothing is filed or recorded until I review and sign my documents.

Submit Intake

Prefer to talk first? Call or text (702) 900-5403. Related: Estate planning documents · Bedside notary

Required Disclosure (NRS 240A.150)

I AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATION. I MAY NOT ACCEPT FEES FOR GIVING LEGAL ADVICE OR LEGAL REPRESENTATION.

Yuri Notary & Documentation Preparation · 5940 S Rainbow Blvd, Suite 1183, Las Vegas, NV 89118 · (702) 900-5403 · Nevada CDP Registration No.: NVDP2024627307