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Document Suggestions
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D&! OPENING SECTION (1 OF 1)
Family Lawyer
DOCUMENT SUGGESTIONS REPORT
Created for !
Your answers to the questions in Document Suggestions are listed below. Each answer and a description of the documents that may be applied to your current circumstances are in the accompanying paragraph.
! Personal
! Business
! Both If Personal or both, go to A5. If Business, jump to A49.]
! [Marital status:]
You have stated that you
! * are Single
! * are Married
! * are Considering Marriage
! * are Divorced
! * are Widowed
[Children:]
! * have Minor Children
! * have Children
[Assets or Investments:]
! * own Personal Property
! * own a Life Insurance Policy
! * own a Retirement Plan
! * are a Homeowner
! * are a Member of HomeOwner's Association
! * own Rental Property
[Last Will & Testament:]
! * have a Last Will & Testament
! * do not have a Current Last Will & Testament
! * are unsure about having a Last Will & Testament
Estate Planning is important to all adults, regardless of income or marital status. It is the only way you will have control over what happens to your property and assets upon your death. By creating a Simple Will or Living Trust, you control what happens to everything that you've worked so hard for.
! Also, your spouse
! , children,
or other beneficiaries may receive distributions from your estate much faster if you have a Will.
Being single does not exclude your need for a Will; your property must still be distributed. Without a Will, if you have no relatives or your relatives cannot be located, your property will go to the state.
Depending on the laws in your state, divorce will either revoke your entire Will or the portion related to your former spouse. Be sure to revise your Will accordingly or create a new one.
! If your Will references your late spouse, be sure to revise your Will accordingly or create a new one.
When considering marriage, a Premarital Agreement may be useful in estate planning - especially if one partner has significantly more money or property, is considerably older, or has been previously married.
For a list of reasons to update your current Will, see the "Legal Reference" portion of this program.
In addition to providing for your minor children in your Simple Will or Living Trust, Family Lawyer provides several documents related to minor children. The Child Care Authorization is used to grant another person temporary custody; the Child Care Instructions document provides medical information, instructions, and phone numbers to day care providers or babysitters; and the Letter to School notifies school officials that someone else is caring for your children.
When you cannot attend a homeowner's meeting, nominate someone to represent you with the HomeOwner's Association Proxy.
Family Lawyer has several documents that can make managing your rental property easier. The Rental Application, Renter's Inspection Worksheet, and the Residential or Commercial Real Estate Lease are useful to document responsibilities and obligations between a landlord and a tenant.
[Value of Estate over $450,000:]
You have stated that
! * the Value of Your Estate exceeds $450,000
! * the Value of Your Estate is under $450,000
! * the Value of Your Estate is Unknown
[Record of Property or Assets:]
! Has record of assets
! * you have No Formal Record of Assets
! * you are Unsure about Records of Assets
As your estate's value continues to grow beyond $450,000, you may need the assistance of an estate planning attorney. The Estate Planning Worksheet will help you in gathering the information you need to meet with an estate attorney.
The estate planning documents provided by Family Lawyer are intended for use with estates valued under $450,000. If your estate exceeds this amount in the future, the Estate Planning Worksheet will help you in gathering the information you need to meet with an estate attorney.
The Estate Planning Worksheet will assist you in determining the size of your estate by providing a schedule to list your assets.
The Personal Fact Sheet is a worksheet to help you organize and document personal data, assets, liabilities, insurance policies, and more.
[Buy or sell a house:]
You indicated that you
! * are planning to Buy or Sell a House
! * are unsure About Plans to Buy or Sell a House
[Buy, sell, or transfer automobiles or personal property from private parties:]
! * buy or sell Personal Property/Automobiles
[Loan or borrow money from private parties:]
! * loan or borrow Money to/from Private Parties
When you're ready to buy or sell a home, Family Lawyer can help. The Home Evaluation Worksheet helps you compare homes for style, size, location, and other features. The Home Purchase Worksheet helps you calculate your mortgage payments, and the Home Sale Worksheet assists in the preparation and sale of your home.
Keep a written record of any personal property that is being bought or sold by using the Bill of Sale, Bill of Sale for Motor Vehicle, or the General Receipt.
The Promissory Note will help you when loaning or borrowing money. This document can determine monthly payments, and prepare an amortization table.
[Moved to another state:]
You have stated that
! * you have Recently Moved to Another State
[Travel regularly:]
! * you are Away from Home for Extended Periods
[Health care wishes in writing:]
! Has record of health care
! * you have No Formal Record of Health Care Wishes
! * you are Unsure about Record of Health Care Wishes
[Plans for final arrangements:]
! * your Final Arrangements Have Not Been Made
Moving to another state requires updating most of your personal records and legal documents. Use the Authorization for Transfer of Medical Information to transfer medical records to your new physician.
When you are away from home, nominate someone to handle your affairs by creating a General Power of Attorney, Special Power of Attorney, or the Child Care Authorization. Use the Revocation of Power of Attorney to terminate these documents when you return, or before creating a new one.
Nominate a specific person to make health care decisions for you with the Health Care Power of Attorney or Advance Health Care Directive. The Living Will allows you to state whether you wish to receive treatment if you are terminally ill or in a coma.
Making plans for your final arrangements will take a great burden off your family. Memorial Plans allows you to state your wishes for your funeral and burial. There is also an Organ Donation Form and Refusal to Donate Organs Form.
The Business:
! * is a Corporation
! * has 2 or More Employees
! * provides or Uses Consulting Services
! * deals with Confidential Information
! * leases Equipment or Real Estate
! * is being Created or Restructured
The Corporate Worksheet organizes company records regarding employees, directors, officers, and shareholders and provides a format for preparing reports. Other corporate documents are Minutes, Notice & Waiver of Notice, Unanimous Consent, and Corporate Proxy.
After the interview, confirm your employment offer to a potential employee with the Employment Confirmation Letter, then use the Employment Agreement to finalize the employment obligations of both parties.
The Consulting Agreement is used when professional or consulting services are being provided by an independent person or company. This document can be created by the "consultant" or by the party receiving the services.
Protect proprietary or confidential information from being disclosed to other parties with the Confidentiality Agreement. Protect your company interests when terminating a business relationship with the Non-Compete Agreement.
If your business deals in property management, this program includes a Residential or Commercial Real Estate Lease. If you own equipment that will be leased, use the Equipment Lease.
Whether your business is being created or restructured, the Business Entity Planning Worksheet helps you identify which business entity is the most appropriate (for example, Sole Proprietorship, Partnership, "C" or "S" Corporation, or Limited Liability Company).
[Independent contractor:]
You indicated that your business
! * is Involved with Independent Contracting
[Licensed property:]
! * is Involved with Licensed Property
[Promissory note:]
! * does loan or borrow Money to/from Private Parties
[Travel regularly:]
! * takes you Away from Home for Extended Periods
Explain the services to be provided, compensation, and insurance requirements with the Work for Hire Agreement. This document can be created by the contractor who is providing services, or by the person who will receive the services.
The License Agreement grants another party the right to use certain property, usually in exchange for a royalty payment. For example, this may be the right to "use" a product trademark, or the right to "sell" or "distribute" a product.
The Promissory Note will help you when loaning or borrowing money. This document can determine monthly payments, and prepare an amortization table.
When you are away from the office, nominate someone to handle all of your business affairs by creating a General Power of Attorney. To authorize someone for only limited authority in your absence, use the Special Power of Attorney.
[Loan or borrow money from private parties:]
! * Loan or Borrow Money to/from Private Parties
[Travel regularly:]
! * Away from Home for Extended Periods
Since everyone is a consumer, Family Lawyer provides several documents to assist you. The Consumer/Credit category contains 10 Credit Letters and the Small Claims Worksheet.
[When the report is printed tell them how to open a document.]
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Enter the name of the person who would like suggestions on which documents to create.
Enter an X to receive information related to personal or family matters.
Enter an X to receive business information.
Enter an X to receive information regarding both personal and business documents.
Enter an X if you are single.
Enter an X if you are married.
Enter an X if you are considering marriage or if you are engaged.
Enter an X if you are divorced.
Enter an X if you are widowed.
Enter an X if you have children. (Including adopted children, children from a previous marriage, or your spouse's children.)
Enter an X if you have any children who ARE NOT of legal age.
Enter an X if all of your children ARE of legal age (adults).
Enter an X if you do not have children.
Enter an X if you own personal property such as a car, jewelry, home furnishings, or family heirlooms. This would include intangible property such as bank accounts, stocks, and bonds.
Enter an X if you own a life insurance policy. In most cases this will be provided through your employer.
Enter an X if you own a retirement plan such as a 401K, Annuity, Keogh, or an IRA account.
Enter an X if you own your personal residence.
Enter an X if you are a member of a Homeowner's Association.
Enter an X if you are not a member of a Homeowner's Association.
Enter an X if you own rental property that is used for residential or commercial purposes.
Enter an X if you have a Will that is up to date.
Enter an X if you do not have a Will, or if your Will is not up to date due to changes in your life.
Enter an X if you are uncertain if you have a current Will.
Enter an X if the total value of your estate is more than $450,000. This total would include jewelry, furniture, cars, bank accounts, stocks, bonds, real estate, etc.
Enter an X if the total value of your estate is $450,000 or less.
Enter an X if you are unsure of the total value of your estate.
Enter an X if you currently have a written record of the items that are included in your estate (jewelry, furniture, cars, bank accounts, stocks, bonds, real estate, etc.).
Enter an X if you do not have a written record of the items that are included in your estate.
Enter an X if you are unsure of your record keeping in regard to the items that make up your estate.
Enter an X if your plans are to buy or sell a house sometime in the future (personal residence or rental property).
Enter an X if you do not have plans to buy or sell a house.
Enter an X if your future plans are undecided.
Enter an X if you have ever bought or sold an automobile, or other personal property from a private party, excluding real estate. (Personal property such as small machinery, furniture, appliances, etc.)
Enter an X if you do not buy or sell items from private parties.
Enter an X if you have recently moved to a different state.
Enter an X if you have NOT moved to a different state.
Enter an X if your family and personal physician are aware of which medical procedures you want to receive if you become unconscious or terminally ill.
Enter an X if your family and personal physician are NOT aware of which medical procedures you want to receive if you become unconscious or terminally ill.
Enter an X if you are unsure if you have put your health care wishes in writing.
Enter an X if you have made arrangements for your funeral and burial.
Enter an X if you have NOT made arrangements for your funeral and burial.
Enter an X if the business is incorporated.
Enter an X if the business has 2 or more employees, including yourself.
Enter an X if the business is a consulting firm or ever hires the services of consultants.
Enter an X if the business owns trade secrets, source codes or other information that must to be kept confidential.
Enter an X if the business leases equipment or real estate to other individuals or companies.
Enter an X if the business is still being formed, is being expanded or the business structure is changing.
Enter an X if the business contracts its services to other parties, or ever hires the services of other parties by contract.
Enter an X if the business does not contract the services of other parties.
Enter an X if the business ever licenses its trademarks or products to other parties, or if it wishes to use the trademarks or products of other parties.
Enter an X if the business does not deal with licensed property.
Enter an X if you (or your business) ever loan money to individuals or borrow money from individuals.
Enter an X if you (or your business) DO NOT loan money to or borrow money from individuals.
Enter an X if your lifestyle includes travel for business or personal reasons.
Enter an X if you do not travel on a regular basis.
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