Estate Planning Worksheet

NOLAN LAW FIRM
Estate and Trust Planning – Single Client

Part I: Personal Information

Client’s Full Legal Name

Birth Date

SS#

Home Address

City

State

Email Address

Home Telephone

Marital Status

Divorced Widowed Single

Children and Other Family Members

Please list full legal names and birth dates.

Name

Birth Date

Relationship & Comments

Name

Birth Date

Relationship & Comments

Advisors

Personal Attorney

Accountant

Your Concerns

Rate (H) high, (S) some, (L) low, (N/A) none.

Avoiding Probate

Protecting assets from lawsuits/creditors

Important Family Questions

Are you making payments pursuant to a divorce or property settlement order?

Please upload a copy of the order:

Have you ever filed federal or state gift tax returns?

Please upload copies of these returns:

Have you completed previous will, trust, or estate planning?

Please upload copies of these documents:

Part II: Property Information

Provide approximate values for your assets.

Real Property (Home, Land, etc.)

Bank Accounts (Checking, Savings, CDs)

Retirement Plans (401k, IRA, etc.)

Part III: Design Information

Guardian for Minor Children

Death Trustee

Who should manage property for beneficiaries after your death?

Power of Attorney

Who should make financial decisions if you are incapacitated?

What is the YALE Plan: Click here to find out.

Young Adult Legal Essentials (YALE) is a focused legal document preparation service designed to give young adults a basic but critical legal foundation once they turn 18. At that point, parents and loved ones lose automatic authority to access medical, educational, and financial information—even in emergencies. YALE closes that gap by putting essential legal authorizations in place before a crisis occurs.

The YALE package includes preparation of five core Missouri legal documents: a Durable Power of Attorney, Healthcare Power of Attorney, Healthcare Directive, FERPA Release, and HIPAA Authorization. Together, these documents allow trusted adults to step in, obtain information, and make decisions if the young adult is injured, incapacitated, or otherwise unable to act.

YALE is not an ongoing legal representation or a substitute for a comprehensive estate plan. It is a limited-scope, front-end solution intended to handle the most common and urgent problems families face during medical emergencies, college transitions, or unexpected incapacity. The service is structured to be clear, efficient, and affordable.

Documents are prepared by Missouri attorney Patrick Nolan based on the information provided through the intake process and are reviewed for completeness and legal sufficiency. The goal is speed, accuracy, and practical usability—not theoretical planning or long-term strategy.

YALE exists for one reason: to ensure that when something goes wrong, the people who need to act are legally allowed to do so. It is preventative legal infrastructure—quiet when everything is fine, invaluable when it is not.

Each of these documents costs between $200 and $500 for a total of $1,000 to $2,500. With a 17-year-old son, Nolan realized the need and designed the YALE Plan to be affordable for every family. Only $99 for the five documents that bring peace of mind and security. Click here.

Estate Planning Worksheet

Received.