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Attorney Engagement Letter
California
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.
Contracts, Law Firm Administration
Attorney Engagement LetterBeneficial Ownership Information Reporting FinCEN
USA - Federal
USA - All States
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).
Corporate
Beneficial Ownership Information Reporting FinCENCO Probate - Informal Probate Case
Colorado
Automated document set for Informal Probate Case with Will. Forms include JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965
Estate Planning, Probate
CO Probate - Informal Probate CaseCalifornia Estate Planning Digital Assets Trust
California
Interactive template to help protect and manage your digital assets after your death or incapacity.
Estate Planning
California Estate Planning Digital Assets TrustCalifornia Estate Planning Joint Fee Agreement
California
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Estate Planning
California Estate Planning Joint Fee AgreementCalifornia Estate Planning Package (with Trust) for Couple
USA - All States
California
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.
Estate Planning
California Estate Planning Package (with Trust) for CoupleCalifornia Estate Planning Package (with Trust) for Individual
USA - All States
California
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.
Estate Planning
California Estate Planning Package (with Trust) for IndividualCalifornia Estate Planning Package (without Trust) For Individual or Couple
California
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.
Estate Planning
California Estate Planning Package (without Trust) For Individual or CoupleCalifornia Estate Planning Package Amendment and Revocation Documents
California
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Estate Planning
California Estate Planning Package Amendment and Revocation DocumentsCalifornia Estate Planning Pet Trust
California
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.
Estate Planning
California Estate Planning Pet TrustCalifornia Estate Planning Power of Attorney for Child
California
Interactive document executed by parents to give another adult temporary authority to care for their child.
Estate Planning
California Estate Planning Power of Attorney for ChildCalifornia Estate Planning Small Estate Affidavit
California
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.
Estate Planning
California Estate Planning Small Estate AffidavitCalifornia Family - Child Custody
California
Automated document set for California family law, including all of the child custody Judicial Council forms.
Divorce, Family Law
California Family - Child CustodyCalifornia Family - Continuing Divorce
California
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.
Family Law, Divorce
California Family - Continuing DivorceCalifornia Family - Continuing Divorce - SHORT FORM
California
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.
Family Law
California Family - Continuing Divorce - SHORT FORMCalifornia Family - Petition to Initiate Divorce
California
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.
Family Law, Divorce
California Family - Petition to Initiate DivorceCalifornia Family - Petition to Initiate Divorce SHORT FORM
California
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.
Family Law
California Family - Petition to Initiate Divorce SHORT FORMCalifornia Privacy Policy
California
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.
Corporate, Contracts, Startup Law, Privacy
California Privacy PolicyCalifornia Probate - Petition to Initiate Probate
California
This workflow allows you to generate forms to initiate a petition for probate in California.
Probate
California Probate - Petition to Initiate ProbateDiscovery Requests
USA - Federal
USA - All States
This questionnaire allows you to automate the repetitive parts of discovery requests and/or responses. This is a basic example that can be expanded.
Civil Litigation
Discovery Requests Florida Family - Financial Affidavit
Florida
Questionnaire that generates a filled-in Form 12.902(c): Florida Family Law Financial Affidavit (Long Form)
Family Law
Florida Family - Financial AffidavitImmigration Employer Attestation Letter
USA - Federal
USA - All States
Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.
Immigration, Employment
Immigration Employer Attestation LetterMichigan Family Law - Commencing Case Court Forms
Michigan
Automated document set of MC 01 - Summons, MC 21 - Confidential Case Inventory, FOC 23 - Verified Statement, and DCH-0838 - Record of Divorce or Annulment
Family Law
Michigan Family Law - Commencing Case Court FormsMichigan Family Law - Discovery Stage Court Forms
Michigan
Automated document set for Michigan's MC 11 - Subpoena and CC 320 - Domestic Relations Verified Financial Information Form
Family Law
Michigan Family Law - Discovery Stage Court FormsMichigan Family Law - End of Case Forms
Michigan
Automated document set for Michigan end of case family law forms, including the spousal and child support orders, judgments, default requests, and orders.
Family Law
Michigan Family Law - End of Case FormsMichigan Family Law - Friend of the Court Forms
Michigan
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
Family Law
Michigan Family Law - Friend of the Court FormsMinnesota Family - Answer for Dissolution of Marriage or Custody and Parenting Time
Minnesota
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.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Answer for Dissolution of Marriage or Custody and Parenting TimeMinnesota Family - Final Order of Dissolution of Marriage for Petitioners
Minnesota
Interactive questionnaire to general a final order of dissolution of marriage for petitioners in Minnesota.
Divorce, Family Law, Legal Aid/Non-Profit
Minnesota Family - Final Order of Dissolution of Marriage for PetitionersMinnesota Family - Final Order of Dissolution of Marriage for Respondents
Minnesota
Interactive questionnaire to generate a final order of dissolution of marriages for respondents.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Final Order of Dissolution of Marriage for RespondentsMinnesota Family - Petition for Dissolution of Marriage or Custody and Parenting Time
Minnesota
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.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Petition for Dissolution of Marriage or Custody and Parenting TimeMinnesota General - Post Order Documents
Minnesota
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.
General, Divorce, Legal Aid/Non-Profit, Family Law, Civil Litigation
Minnesota General - Post Order DocumentsMinnesota Legal Aid - In Forma Pauperis Application Fee Waiver
Minnesota
Interactive questionnaire to generate the In Forma Pauperis Affidavit, Proposed Order, and the Financial Affidavit for Child Support.
Family Law, Legal Aid/Non-Profit
Minnesota Legal Aid - In Forma Pauperis Application Fee WaiverMinnesota Social Security - Administration Letter to Client
Minnesota
Interactive Questionnaire that creates a letter to the client that can be customized with your letterhead.
Social Security, Legal Aid/Non-Profit, General
Minnesota Social Security - Administration Letter to ClientMinnesota Social Security - Letter to Social Security Administration
Minnesota
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.
Social Security, Legal Aid/Non-Profit
Minnesota Social Security - Letter to Social Security AdministrationMinnesota Social Security - Medical Records Request with Affidavit
Minnesota
USA - Federal
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.
Social Security, Legal Aid/Non-Profit
Minnesota Social Security - Medical Records Request with AffidavitMinnesota Social Security Medical Records Request No Affidavit
Minnesota
Interactive questionnaire that generates a medical records request without an affidavit to aid in the appeal process for Social Security disability benefits
Social Security, Legal Aid/Non-Profit
Minnesota Social Security Medical Records Request No AffidavitNJ Guardianship - All Forms
New Jersey
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
Estate Planning, Family Law
NJ Guardianship - All FormsVT Probate - Formal Accounting
Vermont
Automated document set to generate forms for a Formal Accounting in Vermont.
Probate
VT Probate - Formal AccountingVT Probate - Formal Asking to Sell, Convey, Mortgage, or Lease Personal or Real Property
Vermont
The automated document set for Vermont Probate for a formal asking to sell, convey, mortgage, or lease personal or real estate property.
Probate
VT Probate - Formal Asking to Sell, Convey, Mortgage, or Lease Personal or Real PropertyVT Probate -Other Estate Forms
Vermont
Automated document set including a variety of forms needed for a probate matter in Vemont.
Probate
VT Probate -Other Estate FormsVermont Probate - Closing Small Estate
Vermont
Automated Document set for Vermont Probate - Closing a Small Estate
Probate
Vermont Probate - Closing Small EstateVermont Probate - Formal Closing Estate
Vermont
Automated Document Set for Vermont probate, Formal Closing Estate
Probate
Vermont Probate - Formal Closing EstateVermont Probate - Formal Opening Estate
Vermont
Automated Document Set for Vermont: Formal Opening of the Estate
Probate
Vermont Probate - Formal Opening EstateVermont Probate - Opening Small Estate
Vermont
Automated Document Set for Vermont - Opening a Small Estate
Probate
Vermont Probate - Opening Small EstateVermont Probate Formal Making Claim Against Estate
Vermont
Automated Document Set for Vermont - making a formal claim against the estate
Probate
Vermont Probate Formal Making Claim Against EstateWisconsin Probate - Application
Wisconsin
Interactive templates for drafting the set of documents required for a Probate application in Wisconsin. Click "Try This Workflow" to see all included forms.
Probate
Wisconsin Probate - ApplicationDuring the probate process in Vermont, a Motion to Waive Notice to Creditors might be necessary when a fiduciary handling an estate determines that notifying creditors is unnecessary under specific circumstances. This decision usually occurs after the initial steps in the probate process have been taken, such as filing a Petition for Probate or Appointment of a Fiduciary.
- Petition for Probate
- Appointment of Fiduciary
- Inventory of Estate Assets
If, in managing the estate, it is evident that there are no outstanding debts, all debts are known and payable, or the estate value is minimal and intended solely for the surviving spouse's support, the fiduciary may proceed to request a waiver of the creditor notice. This motion can streamline the process, especially when such creditor notifications would serve no practical purpose. By waiving this notice, fiduciaries can focus on efficiently settling the estate while adhering to the specific provisions cited in Vermont probate laws.
1. **Download and Complete the Form**: Obtain the 700-00033 form from the Vermont Judiciary website. Fill it out with accurate information regarding the estate and fiduciary details.
2. **Choose the Appropriate Option**: Select the applicable option to justify the waiver of notice to creditors—no debts, known debts with funds to pay, or estate value not exceeding $2,500 assigned to surviving spouse.
3. **Sign the Declaration**: Ensure the fiduciary signs the form to declare the truthfulness of the information under penalty of perjury.
4. **File with the Probate Division**: Submit the completed form to the Probate Division of the Superior Court in the relevant Vermont county where the estate is being processed.
5. **Await Court Approval**: Once filed, the court will review the motion and, if it meets the requirements, will issue an order granting the waiver of notice to creditors.\*\*
Decedent Debts
Choose the correct option carefully based on the decedent’s financial situation: if there are no debts, if all debts are known and covered by the estate's funds, or if the estate's value is under $2,500 and meant for the surviving spouse's support. Incorrect selection can lead to legal issues later.
Creditor Claims Period
Understand that waiving notice does not eliminate the risk of creditor claims. Creditors can still file claims up to one year from the decedent’s date of death, despite the waived notice.
Perjury Risk
Be truthful in your declarations. False statements can result in perjury charges or other court-imposed sanctions, potentially complicating the probate process significantly.
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1
Wait for the court to process your submitted Motion to Waive Notice to Creditors. You will receive a response from the probate division of the Vermont Superior Court.
2
If the motion is granted, retain a copy of the court order waiving the notice as part of your estate documentation for future reference or audit.
3
If the court requires further information or clarification, respond promptly to any communication or request for additional documentation.
4
In the event the motion is denied, prepare to send out the requisite notice to creditors as per the estate's obligations under Vermont probate law.
5
Continue administering the estate according to Vermont’s probate procedures, ensuring all debts and obligations are met if applicable.
