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Checklist

Generic ILA Checklist

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A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a modest $150 independent legal advice (ILA) consultation can… Read More »

Categories: Checklist, Independent Legal Advice

Domestic Contract Matter Post-Meeting Client Assignment Sheet

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Getting the final document of a domestic contract right requires diligent management of the file, a thorough investigation into the client’s circumstances, a consideration of relevant law, and the careful drafting of the provisions of the agreement. This sheet gives the client a list of the information that they will need to collect after the… Read More »

Categories: Checklist, Family

Using Title Insurance Safely Checklist

Title insurance plays an important role in real estate transactions. each transaction presents a different set of circumstances and risks. The Using Title Insurance Safely checklists keeps you on top of the variety of issues to consider when your are obtaining a title insurance policy for your client. The checklist provides further details on the… Read More »

Categories: Checklist, Title insurance

Sitting on a Non-Profit Board: A Risk Management Checklist

Serving as a director of a charitable or not-for-profit corporation can be a rewarding but potentially risky experience. A director can be held personally liable for his or her own actions or failures to act, as well as jointly and severally liable with the other members of the board of directors. Directors with specialized knowledge… Read More »

Categories: Checklist

ILA for Domestic Contracts Checklist

This checklist is designed specifically for domestic contracts. A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a… Read More »

Categories: Checklist, Independent Legal Advice

Employee Departure Checklist

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When any employee leaves your firm, regardless of whether they are leaving of their own accord or are being terminated, you need to ensure that your systems are protected. Promptly close all the departed employee’s points of access to your office and computer systems. This includes physical access with keys or access cards, as well… Read More »

Categories: Checklist

Domestic Contract Review & Signing Checklist

Preparing a domestic contract requires a number of steps, from gathering information, requesting financial disclosure, checking for conflicts of interest, raising or resolving tax issues, discussing billing, and communicating outcomes and associated risks. This checklist will help you cover all the bases. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms… Read More »

Categories: Checklist, Family

Domestic Contract Matter Intake Checklist

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This checklist will help you ensure you have collected appropriate material, communicated relevant legal information, and conducted important steps like conflict checks. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms and checklists that lawyers and law firms can use to lessen the risk of a claim. You can also download… Read More »

Categories: Checklist, Family
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