101 Law Forms for Personal Use (8th Ed)

385 Pages·2011·12.27 MB·English

by  Robin Leonard

“ If you’ve ever pondered such intricacies as how to get your name off a
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8th Edition
Law Forms for
101
Personal Use
• Promissory note • Personal property rental agreement • Living together agreement
• Simple will • Notice of insurance claim • Accident claim worksheet
• Executor’s checklist • Child care agreement • Pre-lawsuit demand letter
• Power of attorney • Elder care agreement • General release
• Lease • Motor vehicle bill of sale • and many more!
Attorney Ralph Warner & Robin Leonard
with the Editors of Nolo
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8th Edition
101 Law
Forms for
Personal Use
Attorney Ralph Warner & Robin Leonard
with the Editors of Nolo
L A W f o r A L L
EIGHTH EDITION OCTOBER 2011
Editor JANET PORTMAN
Cover Design SUSAN PUTNEY
Book Design TERRI HEARSH
Proofreading ELAINE MERRILL
Index ELLEN SHERRON
Printing BANG PRINTING
Warner, Ralph E.
101 law forms for personal use / by Ralph Warner & Robin Leonard with the editors of
Nolo. — 8th ed.
p. cm.
Includes index.
Summary: “Over 101 legally enforceable forms, with step-by-step instructions, covering
transactions that readers are most likely to face in daily life. The 8th edition contains
updated forms, instructions, and resource information.”—Provided by publisher.
ISBN 978-1-4133-1634-6 (pbk.) — ISBN 978-1-4133-1658-2 (epub e-book)
1. Forms (Law)—United States—Popular works. I. Leonard, Robin. II. Nolo (Firm)
III. Title. IV. Title: One hundred one law forms for personal use. V. Title: One hundred
and one law forms for personal use.
KF170.L46 2011
347.73’55—dc22
2011017136
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You’ll get editable versions of the forms, which
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Table of Contents
How to Use Tis Book ............................................................................................................................ 1
I
Filling in the Contracts and Forms ...................................................................................................................... 3
Editing the Forms ........................................................................................................................................................... 4
Describing People, Property, and Events ......................................................................................................... 5
Signing the Forms .......................................................................................................................................................... 6
Resolving Disputes ......................................................................................................................................................... 8
Do You Need a Lawyer? ...........................................................................................................................................10
Delegating Authority to Care for Children, Pets, and Property ............. 11
1
Form 1: Temporary Guardianship Authorization for Care of Minor ............................................12
Form 2: Authorization for Minor’s Medical Treatment ........................................................................13
Form 3: Authorization for Foreign Travel With Minor ..........................................................................13
Form 4: House Sitting Instructions ....................................................................................................................14
Form 5: Children’s Carpool Agreement ..........................................................................................................15
Form 6: Pet Care Agreement ................................................................................................................................16
Form 7: Authorization to Drive a Motor Vehicle ......................................................................................16
Form 8: Power of Attorney for Finances (Limited Power) ...................................................................17
Form 9: Power of Attorney for Real Estate ...................................................................................................20
Form 10: Notice of Revocation of Power of Attorney ...........................................................................25
Basic Estate Planning ............................................................................................................................27
2
Form 11: Property Worksheet ............................................................................................................................. 28
Form 12: Benefciary Worksheet .........................................................................................................................29
Forms 13 and 14: Basic Wills ..................................................................................................................................29
Form 15: Will Codicil ................................................................................................................................................. 34
Tings to Do After a Death: Documents for Executors ...................................35
3
Form 16: Request for Death Certifcate ......................................................................................................... 36
Form 17: Notice to Creditor of Death ..............................................................................................................37
Form 18: Executor’s Checklist ...............................................................................................................................37
Form 19: General Notice of Death .................................................................................................................... 38
Form 20: Obituary Information Fact Sheet ................................................................................................. 38
Form 21: Notice to Deceased’s Homeowners’ Insurance Company .............................................39
Form 22: Notice to Deceased’s Vehicle Insurance Company ........................................................... 40
Renting a Place to Live .........................................................................................................................43
4
Form 23: Apartment-Finding Service Checklist ........................................................................................ 44
Form 24: Rental Application ..................................................................................................................................45
Form 25: Fixed-Term Residential Lease and
Form 26: Month-to-Month Residential Rental Agreement ...................................................... 46
Form 27: Landlord-Tenant Agreement to Terminate Lease ...............................................................47
Form 28: Consent to Assignment of Lease .................................................................................................. 48
Form 29: Landlord-Tenant Checklist ................................................................................................................49
Form 30: Notice of Needed Repairs ................................................................................................................. 50
Form 31: Tenant’s Notice of Intent to Move Out .....................................................................................51
Form 32: Demand for Return of Security Deposit ...................................................................................51
Borrowing and Lending Money .................................................................................................53
5
Form 33: Loan Comparison Worksheet ........................................................................................................ 54
Form 34: Authorization to Check Credit and Employment References .................................... 54
Form 35: Monthly Payment Record ................................................................................................................. 56
Forms 36–40: Promissory Notes........................................................................................................................ 56
Form 41: Cosigner Provision ..................................................................................................................................61
Forms 42–45: Security Agreements ..................................................................................................................61
Form 46: Agreement to Modify Promissory Note .................................................................................. 64
Form 47: Overdue Payment Demand ............................................................................................................. 64
Form 48: Demand to Make Good on Bad Check .....................................................................................65
Buying a House ............................................................................................................................................67
6
Form 49: Ideal House Profle ................................................................................................................................ 68
Form 50: House Priorities Worksheet..............................................................................................................69
Form 51: House Comparison Worksheet ......................................................................................................70
Form 52: Family Financial Statement ...............................................................................................................70
Form 53: Monthly Carrying Costs Worksheet............................................................................................73
Form 54: Mortgage Rates and Terms Worksheet .....................................................................................75
Form 55: Moving Checklist .....................................................................................................................................76
Buying or Selling a Car, Dog, or Personal Property ...............................................79
7
Form 56: Motor Vehicle Bill of Sale .................................................................................................................. 80
Form 57: Boat Bill of Sale..........................................................................................................................................81
Form 58: Computer System Bill of Sale ...........................................................................................................82
Form 59: General Bill of Sale ..................................................................................................................................82
Form 60: Bill of Sale for Dog ..................................................................................................................................82
Renting Personal Property and Storing Goods .........................................................85
8
Form 61: Personal Property Rental Agreement ........................................................................................ 86
Form 62: Notice of Termination of Personal Property Rental Agreement ................................87
Form 63: Storage Contract .....................................................................................................................................87
Home Repairs and Maintenance ..................................................................... 89
9
Form 64: Home Maintenance Agreement ...................................................................................................91
Form 65: Home Repairs Agreement .................................................................................................................92
Form 66: Contractor Mid-Job Worksheet.....................................................................................................92
Handling Personal Finances...........................................................................................................95
10
Form 67: Daily Expenses .......................................................................................................................................... 96
Form 68: Monthly Income ......................................................................................................................................97
Form 69: Monthly Budget .......................................................................................................................................97
Form 70: Statement of Assets and Liabilities.............................................................................................. 98
Form 71: Assignment of Rights ........................................................................................................................... 98
Form 72: Notice to Terminate Joint Account ............................................................................................ 99
Form 73: Notice to Stop Payment of Check .............................................................................................100
Form 74: Request for Credit Report ...............................................................................................................101
Form 75: Request Reinvestigation of Credit Report Entry ...............................................................102
Form 76: Dispute Credit Card Charge ..........................................................................................................104
Form 77: Demand Collection Agency Cease Contact ........................................................................104
Dealing With Junk Mail and Telemarketing Calls ................................................ 107
11
Form 78: Telemarketing Phone Call Log ...................................................................................................... 110
Form 79: Notice to Put Name on Company’s “Do Not Call” List................................................. 110
Form 80: Demand for Damages for Excessive Calls ...............................................................................111
Form 81: Notice to Remove Name From List ............................................................................................111
Form 82: Notice to Add or Retain Name but Not Sell or Trade It .............................................. 113
Hiring Child Care, Elder Care, or Household Help ...............................................115
12
Form 83: Child Care Agreement ...................................................................................................................... 118
Form 84: Child Care Instructions ....................................................................................................................120
Form 85: Elder Care Agreement ....................................................................................................................... 121
Form 86: Housekeeping Services Agreement .......................................................................................... 121
Living Together ........................................................................................................................................ 123
13
Form 87: Agreement to Keep Property Separate .................................................................................. 124
Form 88: Agreement for a Joint Purchase ..................................................................................................125
Form 89: Agreement to Share Property ......................................................................................................126
Form 90: Declaration of Legal Name Change ..........................................................................................127
Settling Legal Disputes .....................................................................................................................129
14
Form 91: Demand Letter ......................................................................................................................................130
Form 92: Online Auction Buyer Demand Letter.................................................................................... 131
Form 93: Request for Refund or Repair of Goods Under Warranty ...........................................132
Form 94: Accident Claim Worksheet ............................................................................................................134
Forms 95–100: Releases .........................................................................................................................................134
Miscellaneous Forms for Personal Use ............................................................................139
15
Form 101: Complaint Letter ...............................................................................................................................140
Form 102: Notice of Insurance Claim ............................................................................................................ 141
Form 103: Notice to Cancel Certain Contracts ......................................................................................142
Form 104: Cancel Membership or Subscription Notice ....................................................................143
Form 105: Request to Begin Special Education Process.....................................................................144
Form 106: Identity Teft Worksheet ............................................................................................................146