Checklists & Template Letters

Forgetting the floppy disc (yes, we’re going back that far) with your presentation on it is annoying enough; forgetting an essential piece of due diligence and missing a huge debt belonging to the property you’re going to purchase is quite another.

Although these mistakes make lawyers a lot of money, John didn’t like dealing with these cases even before he retired from legal practice – he couldn’t bear seeing people so stressed by something that could have been so easily avoided.

So, we’re sharing our checklists and other handy documents with you. It will ease his mind.

Checklists

Having a physical, paper copy of “things I need to do” with you is always useful – even if you keep digital copies on every device.

Item	Word (.doc)	PDF
Buying a Business	Download	Download
Buying a Property	Download	Download
Selling a Property	Download	Download
Moving out of a Rented Property	Download	Download
Emergency Grab-Bag - Packing List	Download	Download

Template letters to your lawyer

These are questionnaire for you to send with any initial letter to your lawyers.

They indicate what information your lawyer is likely to need from you to start thinking about and working on your case. They are laid out in a simple format that both you and the legal expert will find easy to understand and work from.

You should make sure that, in your letter, you explain exactly what you want the lawyer to do for you.

Item	Word (.doc)	PDF
In the Case of an Accident	Download	Download
Buying a Property	Download	Download
Court Cases	Download	Download
Debt Collection	Download	Download
Divorce/Separation	Download	Download
General Problems	Download	Download
Dealing with an Inheritance	Download	Download
Power of Attorney	Download	Download
Selling a Property	Download	Download
Starting a Business	Download	Download
Making a Will	Download	Download