Table of Contents

I. How to Use This Book

Filling in the Contracts and Forms
Editing the Forms
Describing People, Property, and Events
Signing the Forms
Resolving Disputes
Do You Need a Lawyer?

1. Delegating Authority to Care for Children, Pets, and Property

Form 1: Temporary Guardianship Authorization for Care of Minor
Form 2: Authorization for Minor's Medical Treatment
Form 3: Authorization for Foreign Travel With Minor
Form 4: Housesitting Instructions
Form 5: Children's Carpool Agreement
Form 6: Pet Care Agreement
Form 7: Authorization to Drive a Motor Vehicle
Form 8: Power of Attorney for Finances (Limited Power)
Form 9: Power of Attorney for Real Estate
Form 10: Notice of Revocation of Power of Attorney

2. Basic Estate Planning

Form 11: Property Worksheet
Form 12: Beneficiary Worksheet
Forms 13 and 14: Basic Wills
Form 13: Will for Adult With No Child(ren)
Form 14: Will for Adult With Child(ren)

3. Things to Do After a Death: Documents for Executors

Form 16: Request for Death Certificate
Form 17: Notice to Creditor of Death
Form 18: Executor's Checklist
Form 19: General Notice of Death
Form 20: Obituary Information Fact Sheet
Form 21: Notice to Deceased's Homeowners' Insurance Company
Form 22: Notice to Deceased's Vehicle Insurance Company

4. Renting a Place to Live

Form 23: Apartment-Finding Service Checklist
Form 24: Rental Application
Form 25: Fixed-Term Residential Lease and Form 26: Month-to-Month Residential Rental Agreement
Form 27: Landlord-Tenant Agreement to Terminate Lease
Form 28: Consent to Assignment of Lease
Form 29: Landlord-Tenant Checklist
Form 30: Notice of Needed Repairs
Form 31: Tenant's Notice of Intent to Move Out
Form 32: Demand for Return of Security Deposit

5. Borrowing or Lending Money

Form 33: Loan Comparison Worksheet
Form 34: Authorization to Check Credit and Employee References
Form 35: Monthly Payment Record
Forms 36-40: Promissory Notes
Form 36: Promissory Note -- Installment Payments With Interest
Form 37: Promissory Note -- Installment Payments With Interest and Balloon Payment
Form 38: Promissory Note -- Installment Payments Without Interest
Form 39: Promissory Note -- Lump Sum Payment With Interest
Form 40: Promissory Note -- Lump Sum Payment Without Interest
Form 41: Cosigner Provision
Forms 42-45: Security Agreements
Form 42: Security Agreement Provision for Promissory Note
Form 43: Security Agreement
Form 44: U.C.C. Financing Statement
Form 45: Release of U.C.C. Financing Statement
Form 46: Agreement to Modify Promissory Note
Form 47: Overdue Payment Demand
Form 48: Demand to Make Good on Bad Check

6. Buying a House

Form 49: Ideal House Profile
Form 50: House Priorities Worksheet
Form 51: House Comparison Worksheet
Form 52: Family Financial Statement
Form 53: Monthly Carrying Costs Worksheet
Form 54: Mortgage Rates and Terms Worksheet
Form 55: Moving Checklist

7. Buying or Selling a Car, Dog, or Other Personal Property

Form 56: Motor Vehicle Bill of Sale
Form 57: Boat Bill of Sale
Form 58: Computer System Bill of Sale
Form 59: General Bill of Sale
Form 60: Bill of Sale for Dog

8. Renting Personal Property and Storing Goods

Form 61: Personal Property Rental Agreement
Form 62: Notice of Termination of Personal Property Rental Agreement
Form 63: Storage Contract

9. Home Repairs and Maintenance

Form 64: Home Maintenance Agreement
Form 65: Home Repairs Agreement
Form 66: Contractor Mid-Job Worksheet

10. Handling Personal Finances

Form 67: Daily Expenses
Form 68: Monthly Income
Form 69: Monthly Budget
Form 70: Statement of Assets and Liabilities
Form 71: Assignment of Rights
Form 72: Notice to Terminate Joint Account
Form 73: Notice to Stop Payment of Check
Form 74: Request for Credit Report
Form 75: Dispute Incorrect Credit Report Entry
Form 76: Dispute Credit Card Charge
Form 77: Demand Collection Agency Cease Contact

11. Dealing With Junk Mail and Telemarketing Calls

Form 78: Notice to Remove Name From List
Form 79: Notice to Add or Retain Name but Not Sell or Trade It
Form 80: Telemarketing Phone Call Log
Form 81: Notice to Put Name on Company's "Do Not Call" List
Form 82: Demand for Damages for Excessive Calls

12. Hiring Child Care, Elder Care, or Household Help

Form 83: Child Care Agreement
Form 84: Child Care Instructions
Form 85: Elder Care Agreement
Form 86: Housekeeping Services Agreement

13. Living Together

Form 87: Agreement to Keep Property Separate
Form 88: Agreement for a Joint Purchase
Form 89: Agreement to Share Property
Form 90: Declaration of Legal Name Change

14. Settling Legal Disputes

Form 91: Demand Letter
Form 92: Online Auction Buyer Demand Letter
Form 93: Request for Refund or Repair of Goods Under Warranty
Form 94: Accident Claim Worksheet
Forms 95-100: Releases
Form 95: General Release
Form 96: General Mutual Release
Form 97: Release for Damage to Real Estate
Form 98: Release for Property Damage in Auto Accident
Form 99: Release for Personal Injury
Form 100: Mutual Release of Contract Claims

15. Miscellaneous Forms for Personal Use

Form 101: Complaint Letter
Form 102: Notice of Insurance Claim
Form 103: Notice to Cancel Certain Contracts
Form 104: Cancel Membership or Subscription Notice
Form 105: Request to Begin Special Education Process
Form 106: Identity Theft Worksheet

A. Appendix A: How to Use the CD-ROM

Installing the Form Files Onto Your Computer
Using the Word Processing Files to Create Documents
List of Files Included on the CD-ROM

B. Appendix B: Tear-Out Forms

Index

Back to Top