CIV-165 Guidance: Unlawful Use of PII (California)

Attorney Engagement Letter

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.

Beneficial Ownership Information Reporting FinCEN

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).

CA Estate Planning Uniform Statutory Form Power of Attorney

Automation to generate California's Uniform Statutory Form Power of Attorney.

California Estate Planning Digital Assets Trust

Interactive template to help protect and manage your digital assets after your death or incapacity.

California Estate Planning Joint Fee Agreement

Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.

California Estate Planning Package (with Trust) for Couple

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.

California Estate Planning Package (with Trust) for Individual

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.

California Estate Planning Package (without Trust) For Individual or Couple

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.

California Estate Planning Package Amendment and Revocation Documents

Interactive templates for when you need to amend, revoke or restate your estate planning documents.

California Estate Planning Pet Trust

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.

California Estate Planning Power of Attorney for Child

Interactive document executed by parents to give another adult temporary authority to care for their child.

California Estate Planning Small Estate Affidavit

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.

California Family - Child Custody

Automated document set for California family law, including all of the child custody Judicial Council forms.

California Family - Continuing Divorce

This workflow asks questions to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding, including child support orders, declarations for default or uncontested division of property, property orders, income withholding.

California Family - Continuing Divorce - SHORT FORM

Short Version - Questionnaire to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding. Fills in only fields that appear multiple times.

California Family - Petition to Initiate Divorce

This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California. It considers divorces with or without children, and with or without property.

California Family - Petition to Initiate Divorce SHORT FORM

SHORT VERSION: This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California, fills only fields that occur multiple times.

California Privacy Policy

Upon completion of this intake, the following document will be generated based on your entries: * A Privacy Policy for a California software company. Includes provisions for UK or European data subjects.

California Probate - Petition to Initiate Probate

This workflow allows you to generate forms to initiate a petition for probate in California.

Colorado Probate - Informal Probate Case

Automated document set for Informal Probate Case with Will. Forms include JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965

Discovery Requests

This questionnaire allows you to automate the repetitive parts of discovery requests and/or responses. This is a basic example that can be expanded.

Florida Family - Financial Affidavit

Questionnaire that generates a filled-in Form 12.902(c): Florida Family Law Financial Affidavit (Long Form)

IRS Corporate - IRS Forms 2553, 2848, 8821, SS4

Automated document set of IRS Forms 2553, 2848, 8821, SS4

Immigration Employer Attestation Letter

Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.

Michigan Family Law - Commencing Case Court Forms

Automated document set of MC 01 - Summons, MC 21 - Confidential Case Inventory, FOC 23 - Verified Statement, and DCH-0838 - Record of Divorce or Annulment

Michigan Family Law - Discovery Stage Court Forms

Automated document set for Michigan's MC 11 - Subpoena and CC 320 - Domestic Relations Verified Financial Information Form

Michigan Family Law - End of Case Forms

Automated document set for Michigan end of case family law forms, including the spousal and child support orders, judgments, default requests, and orders.

Michigan Family Law - Friend of the Court Forms

Automated document set including Michigan's DHS-1201D - Application for IV-D Child Support Services, FOC 39 - Friend of the Court Case Questionnaire, FOC 39e - Child-Care Verification

Minnesota Family - Answer for Dissolution of Marriage or Custody and Parenting Time

Interactive questionnaire to generate forms for Respondents facing a divorce or custody and parenting time action, including the Answer and Counter Petition for Dissolution or the Answer and Counter Petition for Custody and Parenting Time, the Certificate of Representation, the Summons, and the Notice of Public Assistance.

Minnesota Family - Final Order of Dissolution of Marriage for Petitioners

Interactive questionnaire to general a final order of dissolution of marriage for petitioners in Minnesota.

Minnesota Family - Final Order of Dissolution of Marriage for Respondents

Interactive questionnaire to generate a final order of dissolution of marriages for respondents.

Minnesota Family - Petition for Dissolution of Marriage or Custody and Parenting Time

Interactive questionnaire for attorneys to generate Petition for Dissolution OR Petition for Custody and Parenting Time Certificate of Representation, Summons, and Notice of Public Assistance.

Minnesota General - Post Order Documents

Interactive questionnaire to generate a Notice of Withdrawal of Counsel and a Notice of Filing Order OR a Notice of Entry Judgment. This workflow is meant for Minnesota attorneys who need to end the attorney-client relationship after the case is finished.

Minnesota Legal Aid - In Forma Pauperis Application Fee Waiver

Interactive questionnaire to generate the In Forma Pauperis Affidavit, Proposed Order, and the Financial Affidavit for Child Support.

Minnesota Social Security - Administration Letter to Client

Interactive Questionnaire that creates a letter to the client that can be customized with your letterhead.

Minnesota Social Security - Letter to Social Security Administration

An interactive questionnaire to generate a letter to the Social Security Administration to request a client's medical records to aid in the appeal process for Social Security disability benefits.

Minnesota Social Security - Medical Records Request with Affidavit

Interactive workflow to generate requests for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits.

Minnesota Social Security Medical Records Request No Affidavit

Interactive questionnaire that generates a medical records request without an affidavit to aid in the appeal process for Social Security disability benefits

NJ Guardianship - All Forms

Automated document set including 1. Order Fixing Guardianship Hearing Date and Appointing Attorney for Alleged Incapacitated Person 2. Certification of Physician or Psychologist 3. Certification in Support of Guardianship 4. Certification of Assets 5. Judgement of Incapacity and Appointment of Guardian(s) of the Person 6. Instructions for Completing the Adult Guardianship Case Information Statement 7. Judgement of Incapacity and Appointment of Guardian(s) of the Person and Estate 8. Certification of Criminal and Civil Judgement History

NY Probate - Estate

New Jersey Divorce - Information Statements

New York Probate - Small Probate

Automated document set for a small estate going through probate in New York, including the following documents: Affidavit in Relation to Settlement of Estate Amended Affidavit in Relation to Settlement of Estate Renunciation of Voluntary Administration Report and Account in Settlement of Estate Pursuant to Article 13 SCPA

Vermont Probate - Closing Small Estate

Automated Document set for Vermont Probate - Closing a Small Estate

Vermont Probate - Formal Accounting

Automated document set to generate forms for a Formal Accounting in Vermont.

Vermont Probate - Formal Asking to Sell, Convey, Mortgage, or Lease Personal or Real Property

The automated document set for Vermont Probate for a formal asking to sell, convey, mortgage, or lease personal or real estate property.

Vermont Probate - Formal Closing Estate

Automated Document Set for Vermont probate, Formal Closing Estate

Vermont Probate - Formal Making Claim Against Estate

Automated Document Set for Vermont - making a formal claim against the estate

Vermont Probate - Formal Opening Estate

Automated Document Set for Vermont: Formal Opening of the Estate

Vermont Probate - Opening Small Estate

Automated Document Set for Vermont - Opening a Small Estate

Vermont Probate - Other Estate Forms

Automated document set including a variety of forms needed for a probate matter in Vemont.

Wisconsin Probate - Application

Interactive templates for drafting the set of documents required for a Probate application in Wisconsin. Click "Try This Workflow" to see all included forms.