Texas Legal Checklists
Pilots and accountants have long relied on checklists to avoid omissions. Your legal work deserves the same care, especially if you handle a variety of practice areas.
Bring order and method to your practice, tackle new areas with confidence, and avoid omissions and wasted effort with the task checklists in Cindy Stormer’s Small-Firm Practice Tools.
These checklists break big jobs like probating a will, filing a divorce, forming a corporation, preparing for trial, and dozens more into manageable tasks. You receive:
Civil litigation checklists
- Preparing pleadings. §4:70
- Office procedures for discovery. §1:470
- Grounds for objecting to interrogatories and requests for admissions. §1:550
- Preparing and challenging objections to discovery. §1:560
Car accident checklists
- Questions to ask potential clients at the initial interview. Forms 2:20-30
- Office procedures. §2:290
- Evaluation of case, plaintiff’s §2:300, defendant’s §2:310
- Recording a witness statement. §2:400
- Deposition questions. §2:470
- Jury charge questions. §2:480
- Voir dire questions. §2:490
- Examination questions for plaintiff, doctors, and defendant. §2:500
Business checklists
- Before filing suit in employee/employer dispute. §6:120
- Collections procedure. §7:240
- Organizing a business. Form 8:130
- Buying or selling a business. Form 9:120
Divorce checklists
- Telephone intake. Form 10:10
- Questions to ask potential clients at the initial interview. Forms 10:20-30
- Marriage dissolution checklist. Form 10:90
- Calculating child support. Form 10:220
- Inventory and appraisement. Form 10:240
- Custody. Form 10:420
- Transfer of Automobiles and Mobile Homes. Form 10:290
- Final Hearing Prove-up. Form 10:310
Estate checklists
- Will intake. Form 11:20
- Execution of wills. Form 11:50
- Trusts interview. Form 11:210
- Probate client intake. Forms 12:10 and 12:20
- Analyzing the type of probate procedure. Form 12:30
- Heirship questionnaire. Form 12:40
- Procedure for affidavit of heirship. Form 12:60
- Office procedures for muniment of title. Form 12:140
- Independent administration office procedures. Form 12:340
- Procedures for dependent administration interrogatories. Form 12:740
Criminal checklists
- DUI intake questionnaire. Form 14:10
- Voir dire. Form 14:120
- DUI expert questions. Form 15:200
- Occupational license procedures. Form 14:170
- Script for writ of habeas corpus proceeding. Form 15:170
- Traffic ticket procedure. Form 15:240
- Hearing on speedy trial motions. Form 15:260
Real estate checklists
- Intake questionnaire. Form 16:10
- Foreclosure procedure. Form 16:210
- Adverse possession script. Form 16:320
- Settlement statement procedures. Form 16:360
And Over 560 Texas Forms
Each of the 16 practice areas in Cindy Stormer’s Small-Firm Practice Tools is supported with a: (1) summary of the essential law and procedures, and (2) collection of custom-drafted, time-tested forms in both print and on CD. For example, here are the 24 forms found in the Credit and Collections chapter:
- Client Intake – Debts. Form 7:10
- Contract for Employment – Collections/Contingency. Form 7:20
- Acknowledgment of Claim. Form 7:30
- Unfair Debt Collection Practices Letter. Form 7:40
- Collections Letter. Form 7:50
- Abstract of Judgment. Form 7:60
- Letter to Client Post-Judgment. Form 7:70
- Application for Writ of Garnishment after Judgment. Form 7:80
- Writ of Garnishment Affidavit. Form 7:90
- Writ of Garnishment. Form 7:100
- Garnishment Notice. Form 7:110
- Agreed Judgment on Garnishment. Form 7:120
- Garnishee’s Answer. Form 7:310
- Writ of Garnishment Judgment. Form 7:140
- Writ of Execution Letter to Clerk. Form 7:150
- Writ of Execution Letter to Sheriff or Constable. Form 7:160
- Request for Production – Collections. Form 7:170
- Turnover Application. Form 7:180
- Turnover Order. Form 7:190
- Application for Receiver. Form 7:200
- Receiver Order. Form 7:210
- Oath of Receiver. Form 7:220
- Receivership Final Order. Form 7:230
- Procedures Checklist – Collections. Form 7:240
Texas Small-Firm Practice Tools
