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Automated form and template sets for you to use immediately. Filter by jurisdiction and practice area, and add to your account.
This California State Bar approved Attorney-Client Fee Agreement generates a completed engagement letter for your law firm to send to the client. It considers options for hourly litigation matters, hourly non-litigation matters, and contingency matters.
This is a workflow to collect information for the FinCEN BOI form. The BOI Form is used to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).
This workflow fills out the California Judicial Council Forms for initiating a Petition for divorce in California. It considers divorces with or without children, and with or without property.
This workflow fills out the California Judicial Council Forms for responding to a petition for a divorce in California. It considers divorces with or without children, and with or without property.
Interactive template to help protect and manage your digital assets after your death or incapacity.
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive workflow for drafting a complete estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Interactive template that ensures funds are available and certain measures taken to caretake for pets once the owner is deceased. Essentially, estate planning for your pet.
Interactive document executed by parents to give another adult temporary authority to care for their child.
Not necessarily estate planning, but, interactive template for when decedent has an estate that is valued under a certain amount and that person did not have any estate planning. Per California CourtsSelf-Help Guide, that amount can change from year to year.
Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.
