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Browse ready-to-use legal templates built for attorneys. Filter by practice area and add them to your Workflows Pro account. Watch: How to add templates to your Pro 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).
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 templates for when you need to amend, revoke or restate your estate planning documents.
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 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 California 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 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.
Automation to generate California's Uniform Statutory Form Power of Attorney.
Automated document set for California family law, including all of the child custody Judicial Council forms.
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.
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.
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.
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.
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.
This workflow allows you to generate forms to initiate a petition for probate in California.
This workflow enables you to create concise forms to initiate a petition for probate in California. Fills in only fields that appear multiple times.
Automated document set for Informal Probate Case with Will. Forms include JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965
Questionnaire that generates a filled-in Form 12.902(c): Florida Family Law Financial Affidavit (Long Form)
Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.
Automated document set of IRS Forms 2553, 2848, 8821, SS4
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.
Interactive questionnaire to general a final order of dissolution of marriage for petitioners in Minnesota.
Interactive questionnaire to generate a final order of dissolution of marriages for respondents.
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.
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.
Interactive questionnaire to generate the In Forma Pauperis Affidavit, Proposed Order, and the Financial Affidavit for Child Support.
Interactive Questionnaire that creates a letter to the client that can be customized with your letterhead.
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.
Interactive questionnaire that generates a medical records request without an affidavit to aid in the appeal process for Social Security disability benefits
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.
Automated NJ divorce document set, including NJ-CN 10890 - Rule 5_4-2.h. Certification by Attorney and Client, NJ-CN 10486 - Confidential Litigant Information Sheet, and NJ-CN 10482 - Family Case Information Statement
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
Automated document set for your client's administration estate matter, including the following documents: New York Administration Estate, Administration Estate, Petition for Ancillary Letters of Administration, Petition for Letters of Administration
Automated set of New York probate documents, including Notice of Petition for Appointment of Successor Executor, Petition for Ancillary Probate, Petition for Letters of Administration After Probate, Petition for Probate, Petition For Successor Letters Testamentary, Renunciation of Successor Letters Testamentary and Waiver of Process Corporation, Renunciation of Successor Letters Testamentary and Waiver of Process Individual
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
Automated Document set for Vermont Probate - Closing a Small Estate
Automated document set to generate forms for a Formal Accounting in Vermont.
The automated document set for Vermont Probate for a formal asking to sell, convey, mortgage, or lease personal or real estate property.
Automated Document Set for Vermont probate, Formal Closing Estate
Automated Document Set for Vermont - making a formal claim against the estate
Automated Document Set for Vermont: Formal Opening of the Estate
Automated Document Set for Vermont - Opening a Small Estate
Automated document set including a variety of forms needed for a probate matter in Vermont.
Interactive templates for drafting the set of documents required for a Probate application in Wisconsin. Click "Try This Workflow" to see all included forms.
You can test the workflow's functionality for free above by clicking "Try the Workflow." To get the forms added to your account, you must have an active Gavel Pro or Scale subscription or a Gavel Pro trial.
This means:
Request the forms you’d like added to your account above.
Already have a Gavel account?
Great news! If you don't have a Pro or Scale account, upgrade here before requesting access to your desired workflows.
These legal templates were beautifully built so that you can use them from day one. We suggest keeping them as they are to ensure the best functionality. Changes may disrupt their carefully structured functionality.
If you'd like best practices for customizing them, please refer to our Learning Center article on Editing Gavel's Legal Templates.
You can read how these workflows work in our Learning Center.
We got the ball rolling with legal forms for California and are in the process of expanding our library of automated legal forms to include more jurisdictions and practice areas.
We currently have legal templates for Probate, Estate Planning, and Family Law in the state of California.
Yes, we are building workflows in more practice areas and jurisdictions on a rolling basis. You can request the templates you want here.
In the meantime, you can automate any form with Gavel yourself with a little bit of setup. Use our AI tool, Blueprint, to quickly upload and automate a set of documents that is not on our list.
Great question! The beauty of Gavel’s workflows is that you can fill out a whole set of documents with one user-friendly questionnaire. With Gavel, you avoid having to fill them out one by one, field by field. Just answer the questions and grab your documents. You can test these forms as many times as you want in our template library.
Security is our primary concern given that we serve primarily legal customers. All customers are set up on segregated encrypted databases. All data centers are managed in accordance with leading data security standards, including SOC 1 - 3, PCI DSS Level 1, and ISO 9001 / ISO 27001. Gavel regularly undergoes third party security and penetration testing and is compliant with local privacy laws and regulations.
See gavel.io/security for more details.
