Firm Documents

Updated ‘Capacity Checklist in Estate Planning Context’

Posted on May 9, 2012 by Whaley Estate Litigation

Kim has updated her Capacity Checklist in Estate Planning Context.

Click here to access the updated checklist.

Posted in Firm Documents

Whaley Estate Litigation Firm Retainer Documents

Posted on June 1, 2010 by Whaley Estate Litigation

Click on the title below to download a PDF file:

CLIENT RETAINER

JOINT RETAINER

LSUC CLIENT IDENTIFICATION AND VERIFICATION REQUIREMENTS

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Checklists for Attorneys and Guardians

Posted on May 24, 2010 by Whaley Estate Litigation

Updated as of May 24, 2011

The following checklists are intended for the purposes of providing information and guidance only. These memorandum/checklists are not intended to be relied upon as the giving of legal advice and do not purport to be exhaustive.

Click on name to download a PDF copy:

CHECKLIST: DUTIES OF AN ATTORNEY UNDER POWER OF ATTORNEY FOR PROPERTY

CHECKLIST: DUTIES OF AN ATTORNEY UNDER POWER OF ATTORNEY FOR PERSONAL CARE

CAPACITY CHECKLIST RE: ESTATE PLANNING CONTEXT

SUMMARY OF CAPACITY TEST

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PERSONAL CARE

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PROPERTY

Posted in Firm Documents | Tagged