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The Legal Forms Toolkit: All the Tools You'll Need to Create Your Own Customized Legal Forms »

Book cover image of The Legal Forms Toolkit: All the Tools You'll Need to Create Your Own Customized Legal Forms by Daniel Sitarz

Authors: Daniel Sitarz
ISBN-13: 9781892949486, ISBN-10: 1892949482
Format: Other Format
Publisher: Nova Publishing Company IL
Date Published: July 2009
Edition: (Non-applicable)

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Author Biography: Daniel Sitarz

Book Synopsis

This valuable reference contains hundreds of authoritative and understandable legal forms that are fully customizable and have been written in clear and understandable language. Concise, straightforward instructions tell you when the forms are necessary, how to prepare them correctly, and what the legal effect of each form will be. All of the forms are provided on the enclosed CD in two easy-to-use formats

Table of Contents

Introduction: Introduction to the Legal Forms Toolkit 13

How to Use This Book 14

State Law Appendices Provided on CD 14

Instructions for Using Forms-on-CD 15

Chapter 1 Contracts 19

Instructions 20

General Contract 24

Extension of Contract 25

Modification of Contract 26

Termination of Contract 27

Assignment of Contract 28

Consent to Assignment of Contract 29

Chapter 2 Signatures and Notary Acknowledgments 30

Instructions 31

Corporate Acknowledgment and Signature Line 34

Partnership Acknowledgment and Signature Line 35

Limited Liability Company Acknowledgment and Signature Line 36

Sole Proprietorship Acknowledgment and Signature Line 37

Power of Attorney Acknowledgment and Signature Line 38

Individual Acknowledgment and Signature Line 39

Husband and Wife Acknowledgment and Signature Line 40

Chapter 3 Powers of Attorney 41

Types of Power of Attorney 41

General Power of Attorney 43

Unlimited Power of Attorney 48

Limited Power of Attorney 59

Durable Unlimited Powers of Attorney for Financial Affairs 64

Effective Immediately 67

Effective on Incapacitation or Disability 71

Durable Health Care Power of Attorney 75

Revocation of Durable Health Care Power of Attorney 84

Witness Affidavit of Oral Revocation of Durable Health Care Power of Attorney 86

Revocation of Powers of Attorney 88

Chapter 4 Probate and Successor Trustee/Executor Information 90

Successor Trustee/Executor Duties Checklist Instructions 93

Successor Trustee/Executor Information List Instructions 96

Chapter 5 Wills 97

Property and Taxation Information 98

Federal and State Taxes Relating to Estates 103

Property Questionnaire Instructions105

Beneficiary and Gift Information 106

Selecting Your Will 110

Preparing and Signing a Will 115

Safeguarding Your Will 117

Instructions for Will for Married Person with Children (Using Children's Trust) 118

Instructions for Will for Married Person with No Children 126

Instructions for Will for Single Person with No Children 132

Chapter 6 Living Trusts 138

Creating a Living Trust 141

Living Trust with a Children's Trust Included 148

Living Trust without a Children's Trust 153

Schedule of Assets of Living Trust 158

Schedule of Beneficiaries of Living Trust 160

Assignment to Living Trust 165

Registration of Living Trust 167

New York Notice of Assignment of Property to Living Trust 167

Chapter 7 Living Wills 168

Typical Living Will Provisions 169

Instructions for Preparing and Signing a Living Will 171

Instructions for Revocation of Living Will 177

Chapter 8 Advance Health Care Directives 178

When You Should Use an Advance Health Care Directive 181

Witness and Notary Requirements 182

Instructions for Preparing Your Advance Health Care Directive 183

Instructions for Revocation of Advance Health Care Directive 185

Witness Affidavit of Oral Revocation of Advance Health Care Directive 188

Additional Information for Advance Health Care Directive 190

Chapter 9 Premarital Agreements 191

Instructions for Premarital Agreement 194

Chapter 10 Marital Settlement Agreements 197

Preliminary Questionnaire 198

Document Checklist 199

What Will be the Grounds for Your Divorce? 200

Tax Consequences of Divorce 201

Marital Settlement Agreement Instructions 204

Property Division Questionnaire 216

Property Division Worksheet 223

Financial Statement Instructions 226

Alimony, Maintenance, Spousal Support 231

Alimony Questionnaire 231

Child Custody Questionnaire 235

Child Custody and Visitation 236

Custody and Visitation Worksheet Instructions 241

Child Support 246

Child Support Worksheet and Guidelines Instructions 249

Completing Your Marital Settlement Agreement 253

Chapter 11 Releases 256

Instructions for Release 257

General Release 258

Mutual Release 259

Specific Release 260

Chapter 12 Receipts 261

Instructions for Receipts 261

Receipt in Full 263

Receipt on Account 264

Receipt for Goods 265

Chapter 13 Leases of Real Estate 266

Instructions 267

Credit/Rental Application 283

Move-in/Move-Out Checklist and Acknowledgment 285

Residential Lease 287

Month-to-Month Rental Agreement 290

Commercial Lease 292

Lease with Purchase Option 294

Amendment of Lease 297

Extension of Lease 298

Mutual Termination of Lease 299

Assignment of Lease 300

Consent to Assignment of Lease 301

Sublease 302

Consent to Sublease of Lease 303

Notice of Rent Default 304

Notice of Breach of Lease 305

Notice to Pay Rent or Vacate 306

Landlord's Notice to Terminate Lease 307

Final Notice Before Legal Action 308

Notice of Lease 309

Receipt for Lease Security Deposit 310

Rent Receipt 310

Chapter 14 Rental and Sale of Personal Property 311

Instructions for Rental of Personal Property 311

Instructions for Sale of Personal Property 312

Personal Property Rental Agreement 315

Contract for Sale of Personal Property 317

Bill of Sale with Warranties 318

Bill of Sale without Warranties 319

Bill of Sale Subject to Debt 320

Chapter 15 Sale of Real Estate 321

Instructions for Sale of Real Estate 321

Agreement to Sell Real Estate 332

Contract for Deed 335

Declaration of Intent to Default and Forfeit Contract for Deed 338

Option to Buy Real Estate 339

Offer to Purchase Real Estate 340

Lead Warning Statement 341

Appraisal Report 342

Appraisal Affidavit 343

Quitclaim Deed 344

Warranty Deed 346

Chapter 16 Promissory Notes 348

Promissory Note Instructions 348

Promissory Note (Installment Repayment) 352

Promissory Note (Lump Sum Repayment) 352

Promissory Note (on Demand) 353

Release of Promissory Note 354

Demand and Notice of Default on Installment Promissory Note 354

Chapter 17 Business Operations 355

Instructions for Business Operations Forms 358

Agreement for Sale of Business 364

Agreement for Sale of Business Assets 367

Notice of Intention to Use Fictitious Name 369

Affidavit of Use of Fictitious Name 370

Partnership Agreement 371

Chapter 18 Employment Documents 373

Employment Document Instructions 373

General Employment Contract 376

Independent Contractor Agreement 378

Index 380

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