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Unformatted text preview: “If you’ve ever pondered such intricacies as how to get your name off a telemarketer’s list, or how to formally outline your housekeeper’s responsibilities, check out 101 Law Forms for Personal Use …” U.S. NEWS & WORLD REPORT 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 Free Legal Updates at Nolo.com Products & Services Books & Software Get in-depth information. Nolo publishes hundreds of great books and software programs for consumers and business owners. Order a copy—or download an ebook version instantly—at Nolo.com. Legal Encyclopedia Free at Nolo.com. Here are more than 1,400 free articles and answers to common questions about everyday legal issues including wills, bankruptcy, small business formation, divorce, patents, employment and much more. Plain-English Legal Dictionary Free at Nolo.com. Stumped by jargon? Look it up in America’s most up-to-date source for definitions of legal terms. Online Legal Documents Create documents at your computer. Go to Nolo.com to make a will or living trust, form an LLC or corporation or obtain a trademark or provisional patent. For simpler matters, download one of our hundreds of high-quality legal forms, including bills of sale, promissory notes, nondisclosure agreements and many more. Lawyer Directory Find an attorney at Nolo.com. Nolo’s consumer-friendly lawyer directory provides in-depth profiles of lawyers all over America. From fees and experience to legal philosophy, education and special expertise, you’ll find all the information you need to pick the right lawyer. Every lawyer listed has pledged to work diligently and respectfully with clients. Free Legal Updates Keep up to date. Check for free updates at Nolo.com. Under “Products,” find this book and click “Legal Updates.” You can also sign up for our free e-newsletters at Nolo.com/newsletters. The Trusted Name (but don’t take our word for it) “ In Nolo you can trust.” THE NEW YORK TIMES “ Nolo is always there in a jam as the nation’s premier publisher of do-it-yourself legal books.” NEWSWEEK “ Nolo publications …guide people simply through the how, when, where and why of the law.” THE WASHINGTON POST “ [Nolo’s] …material is developed by experienced attorneys who have a knack for making complicated material accessible.” LIBRARY JOURNAL “ When it comes to self-help legal stuff, nobody does a better job than Nolo…” USA TODAY “ The most prominent U.S. publisher of self-help legal aids.” TIME MAGAZINE “ Nolo is a pioneer in both consumer and business self-help books and software.” LOS ANGELES TIMES 8th Edition 101 Law Forms for Personal Use Attorney Ralph Warner & Robin Leonard with the Editors of Nolo LAW for ALL 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 347.7355—dc22 2011017136 Copyright © 1998, 2001, 2002, 2004, 2005, 2007, 2009, and 2011 by Nolo. All rights reserved. The NOLO trademark is registered in the U.S. Patent and Trademark Office. Printed in the U.S.A. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise without prior written permission. Reproduction prohibitions do not apply to the forms contained in this product when reproduced for personal use. For information on bulk purchases or corporate premium sales, please contact the Special Sales Department. Nolo 950 Parker Street, Berkeley, California 94710. Please note We believe accurate, plain-English legal information should help you solve many of your own legal problems. But this text is not a substitute for personalized advice from a knowledgeable lawyer. If you want the help of a trained professional—and we’ll always point out situations in which we think that’s a good idea—consult an attorney licensed to practice in your state. Downloading Forms and Other Materials The print version of this book comes with a CD-ROM that contains legal forms and other material. You can download that material by going to . You’ll get editable versions of the forms, which you can fill in or modify and then print. Table of Contents I How to Use This Book............................................................................................................................. 1 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 1 Delegating Authority to Care for Children, Pets, and Property.............. 11 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 2 Basic Estate Planning.............................................................................................................................27 Form 11: Property Worksheet.............................................................................................................................. 28 Form 12: Beneficiary Worksheet..........................................................................................................................29 Forms 13 and 14: Basic Wills...................................................................................................................................29 Form 15: Will Codicil.................................................................................................................................................. 34 3 Things to Do After a Death: Documents for Executors....................................35 Form 16: Request for Death Certificate.......................................................................................................... 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 4 Renting a Place to Live..........................................................................................................................43 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 5 Borrowing and Lending Money..................................................................................................53 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 4245: 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 6 Buying a House.............................................................................................................................................67 Form 49: Ideal House Profile................................................................................................................................. 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 7 Buying or Selling a Car, Dog, or Personal Property................................................79 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 8 Renting Personal Property and Storing Goods..........................................................85 Form 61: Personal Property Rental Agreement......................................................................................... 86 Form 62: Notice of Termination of Personal Property Rental Agreement.................................87 Form 63: Storage Contract......................................................................................................................................87 9 Home Repairs and Maintenance...................................................................... 89 Form 64: Home Maintenance Agreement....................................................................................................91 Form 65: Home Repairs Agreement..................................................................................................................92 Form 66: Contractor Mid-Job Worksheet.....................................................................................................92 10 Handling Personal Finances...........................................................................................................95 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 11 Dealing With Junk Mail and Telemarketing Calls................................................. 107 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 12 Hiring Child Care, Elder Care, or Household Help................................................115 Form 83: Child Care Agreement....................................................................................................................... 118 Form 84: Child Care Instructions.....................................................................................................................120 Form 85: Elder Care Agreement........................................................................................................................ 121 Form 86: Housekeeping Services Agreement........................................................................................... 121 13 Living Together......................................................................................................................................... 123 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 14 Settling Legal Disputes......................................................................................................................129 Form 91: Demand Letter.......................................................................................................................................130 Form 92: Online Auction Buyer Demand Letter....................................................
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