In order to better assist our clients, we often ask them to complete information gathering questionnaires prior to or during our representation. These are a selection of some of the forms we ask our clients to complete prior to our first appointment, so as to make best use of the initial meeting. |
Estate Planning Questionnaire for Couples
This worksheet is for couples seeking to jointly plan for their legacy and estate.
Estate Planning Questionnaire for Individuals
This worksheet is for individuals seeking to plan for the legacy and estate.
Guardianship Worksheet
This worksheet is for clients seeking to establish a guardianship over another adult.
Administration Worksheet
This worksheet is for clients seeking guidance regarding the administration of an estate after the death of someone. We use this form in gathering information for the administration of a trust or for a probate.
Family Matters Worksheet
This form is for clients coming in to seek guidance regarding child custody, child support, divorce or legal separation.
The attorneys and lawyers at Houghton Jones, APC offer legal advice and assists clients with Estate Planning, Legacy Planning, Revocable Trusts, Living Trusts, Dynasty Trusts, Irrevocable Trusts, Power of Attorney, Living Wills, Wills & Testaments, Probate, Trust Administration, Estate Administration, Asset Protection, Life Insurance, Elder Law, Post-Mortem Planning, Business Law, Business Succession Planning, Buy-Sell Agreements, Legal Entity choice such as corporation or LLC, Licensing and Permitting, Contracts, Creditor Rights, Corporate Compliance, Financial Services and Employment Law in Carson City, Reno, Dayton, Minden, Stateline, Incline Village, Lyon County, Douglas County, Washoe County, and throughout Nevada