Administrative Setup and Questionnaire
|
|
- Stella Norah Lindsey
- 8 years ago
- Views:
Transcription
1 Administrative Setup and Questionnaire Please review and complete this Questionnaire to the best of your ability. QUESTIONNAIRE Sections Section A: System Configuration Pgs. 2-4 Section B: Examples of Practice Areas (For Your Review ONLY) Pgs. 5-7 Section C: Practice Areas (COMPLETE this form & make copies to include additional Practice Areas) Pgs. 8 Section D: Technology Review (To be Completed by Firm s Network Administrator or IT Vendor) Pgs. 9 Section E: Accounting: (To be Completed by Accounting Staff) Pgs. 10 Thank You.
2 Section A System Configuration ROLE Name Phone Address Network Administrator: Firm Administrator: Accounting Manager: CP Administrator: Forms Administrator: (A sound working knowledge of the word processing program is essential). Technical Coordinator: Administrative General Firm Information Official Firm Name: Firm Main Address: Firm Phone: Firm Fax: Firm Toll Free: Firm Website: Firm Does the firm have multiple offices? If so, how many? (Provide addresses for additional offices) 2
3 Preferred Designations for Staff (i.e. Responsible Attorney, Assigned Attorney, Paralegal, Secretary, etc.) Staff Numbers Number of Paralegals: Number of Attorneys: Number of Secretaries: Other Staff: 3
4 Documents/Appointments/To-Do s Existing Data Organization & Review Where are Calendar/Docket items created & stored? How are To-Do/Diary items tracked? Where are Contacts / Related Parties stored? Where are Electronic Mail Messages stored? Where are Documents stored? How does the firm currently check for conflicts? Appointments o Provide list of Appointment Types (i.e. Hearing, Depositions, Meeting, Telephone Conference) o Provide list of Appointment Locations o Provide list of Appointment Status (i.e. Canceled, Rescheduled, Settled) 4
5 Section B Examples of Practice Areas (Review ONLY) PRACTICE AREA: LITIGATION (i.e. Litigation, Real Estate, Wills & Estates, etc.) List the different types of cases found within the above listed practice area and their statute of limitation, if applicable. CASE TYPE Products Liability Land Use Commercial Litigation Breach of Contract STATUTE OF LIMITATIONS (YEARS) List the possible Statuses/Stages for this practice area: Status/Stage Investigation Negotiation Suit Filed Settled List all possible Party/people/entity types for this law type (Examples: Plaintiff, Defendant, Attorney, Judge, Court) PARTIES Plaintiff Defendant Attorney Insurance Company Adjuster Court Judge Mediator 5
6 PRACTICE AREA: REAL ESTATE (i.e. Litigation, Real Estate, Wills & Estates, etc.) List the Different types of cases found within the above listed practice area and their statute of limitation, if applicable. MATTER TYPE Commercial Residential Purchase Sale STATUTE OF LIMITATIONS (YEARS) List the possible Statuses/Stages for this practice area: Status/Stage Post Closing Contract Pending Closing Scheduled Due Diligence List all possible Party/people/entity types for this law type (Examples: Plaintiff, Defendant, Attorney, Judge, Court) PARTIES Buyer Seller Lender Mortgage Broker Surveyor Appraiser Lienholder Please Print out a copy of the firms Practice Areas from your current Time and Billing System. 6
7 PRACTICE AREA: Wills and Estates (i.e. Litigation, Real Estate, Wills & Estates, etc.) List the Different types of cases found within the above listed practice area and their statute of limitation, if applicable. CASE TYPE Estate Planning Irrevocable Trust Revocable Trust Codicil Prepare Will Only STATUTE OF LIMITATION (YEARS) List the possible Statuses/Stages for this practice area: Status/Stage Drafting Signing List all possible Party/people/entity types for this law type (Examples: Plaintiff, Defendant, Attorney, Judge, Court) PARTIES Executor/Executrix Testator/Testatrix Beneficiary Heir Trustee Please Print out a copy of the firms Practice Areas from your current Time and Billing System. 7
8 Section C Practice Areas USE this form to complete your list Make copies of form to include additional Practice Areas PRACTICE AREA: Place Name Here List the different types of cases found within the above listed practice area and their statute of limitation, if applicable. CASE TYPE STATUTE OF LIMITATIONS (YEARS) List the possible Statuses/Stages for this practice area: Status/Stage List all possible Party/people/entity types for this law type (Examples: Plaintiff, Defendant, Attorney, Judge, Court) PARTIES Please Print out a copy of the firms Practice Areas from your current Time and Billing System. 8
9 Section D Technology Review (To be completed by Firm s Network Administrator or IT Vendor) Server Name(s): SQL Server: Exchange Server: Document Management Server: Accounting Server: Current Software and Versions: Server Operating System: SQL: Exchange: Outlook: Word Processor: Document Management Software: Other Software Products: Current Workstation Specifications: 9
10 Section E Accounting (To be completed by Firm s Accounting Staff) Name and version of Accounting Software: Client / Matter Numbering Set-up o Client: o Matter: o By Practice Area: o Leading Zeros? o Sequential / unique? o Special abbreviations / characters: Client / Matter Demographic Information Timekeeper Information (need list of timekeepers with initials and ID s) How to handle prior timekeeper info: How is case costs handled? Time Tracking: o Is time tracked: o If yes, will Client Profiles be used for time entry? o If no, what billing program will be used? o Is firm using Client Profiles Financial System? If so, does firm create reports by departments? o Need a list of current accounting systems matter classifications (Practice area, type of work, etc.) o Who currently opens new cases? o Is time being imported/exported? o If so, need Accounting vendors export / import format (criteria): 10
11 Thank You. 11
NINTH JUDICIAL CIRCUIT, IN AND FOR ORANGE COUNTY, FLORIDA
ADMINISTRATIVE ORDER NO. 2009-02 IN THE CIRCUIT COURT OF THE NINTH JUDICIAL CIRCUIT, IN AND FOR ORANGE COUNTY, FLORIDA ADMINISTRATIVE ORDER GOVERNING MANDATORY CIRCUIT COURT MEDIATION FOR OWNER-OCCUPIED
More informationDURABLE POWER OF ATTORNEY
This document was prepared by: John Doe 100 Main Street Miami, Florida 33109 Return To: John Doe 100 Main Street Miami, Florida 33109 DURABLE POWER OF ATTORNEY OF John Doe I. PRINCIPAL AND ATTORNEY-IN-FACT
More informationChapter 47. The Closing THE REAL ESTATE SETTLEMENT PROCEDURES ACT (RESPA)
Chapter 47 The Closing THE REAL ESTATE SETTLEMENT PROCEDURES ACT (RESPA) For federally related first mortgages to purchase one-to-four-family dwellings (i.e., almost all residential first mortgage loans
More informationQUERIN LAW, LLC P HILLIP C. Q UERIN
QUERIN LAW, LLC P HILLIP C. Q UERIN 121 S.W. Salmon Street Suite 1100 Portland, Oregon 97204 Phone: (503)471-1334 Fax: (503)961-1862 P HIL@Q-LAW.COM REPRESENTATION DURING JUDICIAL FORECLOSURE LAWSUIT ENGAGEMENT
More informationWisconsin Probate. A Client's Guide to the Language and Procedure of Probate inn Wisconsin BAKKE NORMAN L A W O F F I C E S
Wisconsin Probate A Client's Guide to the Language and Procedure of Probate inn Wisconsin BAKKE NORMAN L A W O F F I C E S Welcome Thank you for considering Bakke Norman, S.C. to represent your interests.
More informationT HE TRUTH A BOUT PROBATE
T HE TRUTH A BOUT PROBATE & L IVING TRUSTS IN PENNSYLVANIA THE TRUTH ABOUT PROBATE IN PENNSYLVANIA HOW DOES THE PROBATE PROCESS BEGIN? When a person dies owning assets in his or her name alone, an estate
More informationAPPRAISAL MANAGEMENT COMPANY REGISTRATION INSTRUCTIONS
APPRAISAL MANAGEMENT COMPANY REGISTRATION INSTRUCTIONS FEE: Attach a check or certified funds made payable to the Nevada Real Estate Division or cash in the exact amount for $2500.00. REVIEW PROCEDURES:
More informationCOURT OF PROTECTION: PROPERTY AND AFFAIRS. number of ways, eg by selling, buying or transferring an interest in it.
COURT OF PROTECTION: PROPERTY AND AFFAIRS SALE AND PURCHASE OF PROPERTY BY P 1. A Deputy or an Attorney of P s Property and Affairs may need to deal with P s property in a number of ways, eg by selling,
More informationMaureen Gaughan Esq. Bankruptcy Trustee PO Box 6729 Chandler, Arizona 85246-6729
Maureen Gaughan Esq. Bankruptcy Trustee PO Box 6729 Chandler, Arizona 85246-6729 Dear Chapter 7 Petitioner: I have been assigned the Trustee for your Bankruptcy case. As a representative of the Court,
More informationCaring for a. Loved One s Estate. Serving as a Personal Representative
Caring for a Loved One s Estate Serving as a Personal Representative Introduction A Personal Representative (sometimes referred to as an Executor) is the person or entity who oversees a person s estate
More informationForeclosures: Everything You Wanted to Know but Was Afraid to Ask. 1. Lawsuit with Judge or Jury 2. Remedy for Defaults on Mortgages
Foreclosures: Everything You Wanted to Know but Was Afraid to Ask A. Types of Foreclosures a. Judicial Foreclosure 1. Lawsuit with Judge or Jury 2. Remedy for Defaults on Mortgages b. Power of Sale Foreclosure
More informationPROBATE AND ESTATE ADMINISTRATION
PROBATE AND ESTATE ADMINISTRATION in Bucks County, Pennsylvania A Guide for Executors and Administrators in Bucks County The purpose of this guide is to provide a concise overview of the probate and estate
More informationTHE PURCHASE AND SALE AGREEMENT
Buying a Home 1 2 INTRODUCTION Buying a home may be the biggest single investment of your lifetime. Your life s savings may be invested in this one venture. Thus, it is extremely important that you, the
More informationSELLER FINANCING: ANY PROBLEMS UNDER THE SAFE ACT OR MICHIGAN LAW. In an effort to crack down on mortgage fraud, Congress passed the
SELLER FINANCING: ANY PROBLEMS UNDER THE SAFE ACT OR MICHIGAN LAW In an effort to crack down on mortgage fraud, Congress passed the Safe and Fair Enforcement for Mortgage Licensing Act (the SAFE Act ).
More informationBUYING A HOME Office of the Staff Judge Advocate, MacDill Air Force Base, Florida (813) 828-4422
BUYING A HOME Office of the Staff Judge Advocate, MacDill Air Force Base, Florida (813) 828-4422 BUYING A HOME Buying a home may be the biggest single investment of your lifetime. An entire life's savings
More informationNC General Statutes - Chapter 28A Article 13 1
Article 13. Representative s Powers, Duties and Liabilities. 28A-13-1. Time of accrual of duties and powers. The duties and powers of a personal representative commence upon the personal representative's
More informationCHAYET, DAWSON & DANZO, LLC
CHAYET, DAWSON & DANZO, LLC PROBATE ADMINISTRATION QUESTIONNAIRE ESTATE OF : COUNTY OF PROBATE: DATE OF DEATH: SOCIAL SECURITY #: DATE OF BIRTH: UNITED STATES CITIZEN: YES NO. IF NO, WHAT COUNTRY TRUSTEE:
More informationChapter 19. Georgia Law for the Real Estate Sales Contract INTRODUCTION
Chapter 19 Georgia Law for the Real Estate Sales Contract INTRODUCTION As discussed in the previous chapter, one of the most important requirements of a real estate sales contract is that it must be "definite
More informationAN ACT related to medical malpractice mediation. Be it enacted by the General Assembly of the Commonwealth of Kentucky:
AN ACT related to medical malpractice mediation. Be it enacted by the General Assembly of the Commonwealth of Kentucky: SECTION 1. KRS CHAPTER 417A IS ESTABLISHED AND A NEW SECTION THEREOF IS CREATED TO
More informationDURABLE POWER OF ATTORNEY. John Doe
This document was prepared by: John Doe 100 Main Street Atlanta, Georgia 33034 Return To: John Doe 100 Main Street Atlanta, Georgia 33034 DURABLE POWER OF ATTORNEY OF John Doe I. PRINCIPAL AND ATTORNEY-IN-FACT
More informationPATHS OF A FORECLOSURE IN NEW YORK STATE
PATHS OF A FORECLOSURE IN NEW YORK STATE BORROWER DELINQUENT 2-3 months late with mortgage payments 90-DAY PRE-FORECLOSURE NOTICE Lender sends notices, bills, letters to borrower stating that he/she is
More informationThe Public Administrator may be appointed under the following circumstances:
FREQUENTLY ASKED QUESTIONS What is The Public Administrator? The Public Administrator serves in a fiduciary capacity to provide professional estate management services to county residents who die without
More informationPROFESSIONAL COUNSELSM
PROFESSIONAL COUNSELSM ADVICE AND INSIGHT INTO THE PRACTICE OF LAW Lawyers Toolkit 3.0: A Guide to Managing the Attorney-Client Relationship A CNA PROFESSIONAL COUNSEL GUIDE FOR LAWYERS AND LAW FIRMS The
More informationWith you, when you may need us most. In a time of loss.
With you, when you may need us most. In a time of loss. BMO Financial Group is here to help. We understand how hard it can be. The passing of someone close to you can transform the world around you. We
More informationLOCAL RULES SUPERIOR COURT of CALIFORNIA, COUNTY of ORANGE. Chapter 10. Guardianships
Chapter 10 Guardianships Rule 610.01 Consolidation of Adoption and Guardianship Proceedings If an adoption proceeding is pending involving a minor who is also the subject of a petition for guardianship,
More informationPersonal Representative
A Responsibility of Highest Honor Personal Representative THE The Baptist Foundation of Oklahoma Estate Planning & Gift Services Introduction When you are named personal representative in a will, it is
More informationNON-RESIDENTS PURCHASING REAL PROPERTY IN THE U.S.
NON-RESIDENTS PURCHASING REAL PROPERTY IN THE U.S. A. The Attorneys Role in the Purchase of Real Estate The purchase of real estate in the U.S. without the proper assistance can become a complex transaction.
More informationTEXAS ASSOCIATION OF REALTORS INDEPENDENT CONTRACTOR AGREEMENT FOR SALES ASSOCIATE. Robyn Jones Homes, LLC
1 TEXAS ASSOCIATION OF REALTORS INDEPENDENT CONTRACTOR AGREEMENT FOR SALES ASSOCIATE USE OF THIS FORM BY PERSONS WHO ARE NOT MEMBERS OF THE TEXAS ASSOCIATION OF REALTORS IS NOT AUTHORIZED Texas Association
More informationLAW OFFICES OF BRADLEY J. FRIGON, LLC PROBATE INTAKE FORM PERSONAL INFORMATION
Member National Academy of Elder Law Attorneys Member Special Needs Trust Alliance ** Certified Elder Law Attorney by the National Elder Law Foundation www.specialneedsalliance.com LAW OFFICES OF BRADLEY
More informationAPPLICATION FOR REAL ESTATE SERVICES PROFESSIONAL LIABILITY INSURANCE
APPLICATION FOR REAL ESTATE SERVICES PROFESSIONAL LIABILITY INSURANCE This is an Application for a claims made and reported policy. Please read the entire Application carefully before signing. Whenever
More informationBeen there. Done that. Lessons in Foreclosures and Short Sales from Nevada
Been there Done that Lessons in Foreclosures and Short Sales from Nevada Deanne M. Rymarowicz, Esq. General Counsel Greater Las Vegas Association of REALTORS Been There, Done That: Lessons in Foreclosures
More informationUNDERWRITING BULLETIN - TEXAS
UNDERWRITING BULLETIN - TEXAS No. 01 DATE: May 7, 2010 RE: General Underwriting Guidelines The purpose of this initial Bulletin is to provide concise summaries of WFG s underwriting positions in areas
More informationWhole Loan Purchase and Sale Program Application. 6190 Powers Ferry Road Suite 150 Atlanta, Georgia 30339 770.690.9100 Fax 770.690.
Whole Loan Purchase and Sale Program Application 6190 Powers Ferry Road Suite 150 Atlanta, Georgia 30339 770.690.9100 Fax 770.690.9188 GBC Funding, Inc. Application Revised 9-30-02 Company/Lender Information
More informationBARRY ROSS. 539 N. Glenoaks Blvd., Suite 305 Office: 818-840-0950 Burbank, California 91502-3213 Fax: 818-840-0990 www.rossmediation.
539 N. Glenoaks Blvd., Suite 305 Office: 818-840-0950 Burbank, California 91502-3213 Fax: 818-840-0990 www.rossmediation.com BarryRoss@ROSSmediation.com PROFESSIONAL EXPERIENCE & AFFILIATIONS MEDIATOR
More informationSAMPLE DURABLE POWER OF ATTORNEY. John Doe
This document was prepared by: John Doe 100 Main Street Austin, Texas 80201 Return To: John Doe 555 Simple Street Austin, Texas 80201 DURABLE POWER OF ATTORNEY OF John Doe NOTICE: THE POWERS GRANTED BY
More informationIC 23-18-11 Chapter 11. Foreign Limited Liability Companies
IC 23-18-11 Chapter 11. Foreign Limited Liability Companies IC 23-18-11-1 Law governing; denial of registration; prohibited business Sec. 1. (a) The laws of the state or other jurisdiction under which
More informationIN THE TIDRTEENTH JUDICIAL CIRCUIT HILLSBOROUGH COUNTY, FLORIDA. ADMINISTRATIVE ORDER S-2015-022 (Supersedes Administrative Order S-2015-015)
IN THE TIDRTEENTH JUDICIAL CIRCUIT HILLSBOROUGH COUNTY, FLORIDA ADMINISTRATIVE ORDER S-2015-022 (Supersedes Administrative Order S-2015-015) FORECLOSURE PROCEDURES In light of this circuit's Judicial Automated
More informationPATHS OF A FORECLOSURE IN NEW YORK STATE
PATHS OF A FORECLOSURE IN NEW YORK STATE BORROWER DELINQUENT 2-3 months late with mortgage payments if S/P or N/T 90-DAY PRE-FORECLOSURE NOTICE* for all subprime and non-traditional loans (as defined by
More information-Send this copy back to Southern Credit Repair- Consumer Credit File Rights Under State and Federal Law
-Send this copy back to Southern Credit Repair- Consumer Credit File Rights Under State and Federal Law You have a right to dispute inaccurate information in your credit report by contacting the credit
More informationThis CONTRACT FOR PURCHASE OF UNIMPROVED PROPERTY made as of, 20, between (the Seller, whether one or more), whose address is
VIRGINIA ASSOCIATION OF REALTORS CONTRACT FOR PURCHASE OF UNIMPROVED PROPERTY (This is a legally binding contract. If you do not understand any part of it, please seek competent advice before signing.)
More informationSTATE OF OKLAHOMA. 1st Session of the 50th Legislature (2005) COMMITTEE SUBSTITUTE
STATE OF OKLAHOMA 1st Session of the 50th Legislature (2005) COMMITTEE SUBSTITUTE FOR HOUSE BILL NO. 1581 By: Piatt COMMITTEE SUBSTITUTE An Act relating to professions and occupations; amending 59 O.S.
More informationTitle 9-A: MAINE CONSUMER CREDIT CODE
Title 9-A: MAINE CONSUMER CREDIT CODE Article 10: LOAN BROKERS Table of Contents Part 1. GENERAL PROVISIONS... 3 Section 10-101. SHORT TITLE... 3 Section 10-102. DEFINITIONS... 3 Part 2. REGISTRATION AND
More informationPROBATE IN NEVADA WHAT, WHY, AND HOW by Layne T. Rushforth
WHAT, WHY, AND HOW by Layne T. Rushforth 1. What is Probate?: Probate generally refers to the court proceeding required to formalize the transfer of the assets 1 belonging to a deceased person ( decedent
More informationTitle 10: COMMERCE AND TRADE
Title 10: COMMERCE AND TRADE Chapter 212-D: REGULATION OF RESIDENTIAL REAL ESTATE SETTLEMENT AGENCIES Table of Contents Part 3. REGULATION OF TRADE... Section 1400-A. DEFINITIONS... 3 Section 1400-B. REGISTRATION;
More informationBARRY ROSS PROFESSIONAL EXPERIENCE & AFFILIATIONS
539 N. Glenoaks Blvd., Suite 305 Office: 818-840-0950 Burbank, California 91502-3213 Fax: 818-840-0990 www.rossmediation.com BarryRoss@ROSSmediation.com PROFESSIONAL EXPERIENCE & AFFILIATIONS MEDIATOR
More informationThomas and Company is an established commercial law firm offering quality legal services to local and overseas clients.
Thomas and Company is an established commercial law firm offering quality legal services to local and overseas clients. Over the years, Thomas and Company has established a network of contacts in Sydney
More informationIN THE COMMON PLEAS COURT, PREBLE COUNTY, OHIO
IN THE COMMON PLEAS COURT, PREBLE COUNTY, OHIO IN THE MATTER OF THE CIVIL AND CRIMINAL LOCAL RULES: ENTRY The following local rules are adopted to govern the practice and procedures of this Court, subject
More informationRemedial Action in Southeastern States Foreclosure in Florida
Remedial Action in Southeastern States Foreclosure in Florida Zachary J. Bancroft Heidi Weinzetl 407.367.5426 954.768.1600 zbancroft@bakerdonelson.com hweinzetl@bakerdonelson.com Our Office Locations 2
More informationNEW JERSEY LAW ENFORCEMENT SUPERVISORS ASSOCIATION PREPAID LEGAL SERVICES PLAN (CIVIL) THE LAW OFFICES OF FRANK M. CRIVELLI, L.L.C.
NEW JERSEY LAW ENFORCEMENT SUPERVISORS ASSOCIATION PREPAID LEGAL SERVICES PLAN (CIVIL) THE LAW OFFICES OF FRANK M. CRIVELLI, L.L.C. I. COVERAGE & ELIGIBILITY Participants and Dependents are defined herein
More informationIN THE CIRCUIT COURT THIRD JUDICIAL CIRCUIT MADISON COUNTY, ILLINOIS PART FIVE - LAW DIVISION AMENDED COURT RULES
IN THE CIRCUIT COURT THIRD JUDICIAL CIRCUIT MADISON COUNTY, ILLINOIS PART FIVE - LAW DIVISION AMENDED COURT RULES RULE 1. MEDIATION IN MALPRACTICE CASES In order to alleviate the burden to the parties
More informationPROPERTY MANAGEMENT AGREEMENT
PROPERTY MANAGEMENT AGREEMENT OWNER: AGENT: PROPERTY: APN: Owner and Property Manager, as hereinafter identified, agree as follows: 1. APPOINTMENT OF AGENT: Owner hereby appoints and grants Property Manager
More informationOn-line Scheduling of Trial Dates (OSS)
On-line Scheduling of Trial Dates (OSS) The Online Scheduling System (OSS) allows attorneys to schedule their own domestic and civil case trial dates - both jury and non-jury - without ever having to come
More informationUNDERSTANDING PROBATE. The Family Guide PREPARED BY ROBERT L. FERRIS
UNDERSTANDING PROBATE The Family Guide PREPARED BY ROBERT L. FERRIS I FIRST STEPS: WHAT TO DO 1. Obtain certified copies of the Death Certificate. When a person dies in California, an official Death Certificate
More informationESTATE PLANNING QUESTIONNAIRE
DATE: _ ESTATE PLANNING QUESTIONNAIRE I. FAMILY AND OCCUPATIONAL DATA: Name: Date of Birth: Address: Citizenship: SS#: Telephone # Home: Work: Cell: Email: Occupation: Name of Employer: Business Address:
More informationINSTRUCTIONS FOR FILING A SMALL CLAIMS CASE
INSTRUCTIONS FOR FILING A SMALL CLAIMS CASE These standard instructions are for informational purposes only and do not constitute legal advice about your case. GENERAL INFORMATION The Small Claims Court
More information3. Required Questions (for each debtor), write your answer to each question. Did you meet with your attorney in person before you signed the form?
341 Meeting of Case Number Date 1. Introductory Statement My name is, I represent the Chapter 13 Trustee assigned to your case. Today you will be answering questions about your bankruptcy petition under
More informationTRUDY A. NOWAK, CHAPTER 7 TRUSTEE
vchprimaryandcoupperlowercase vchprimaryaddressupperlowercase TRUDY A. NOWAK, CHAPTER 7 TRUSTEE 2001 E. CAMPBELL AVENUE, SUITE 201 PHOENIX, AZ 85016 TELEPHONE: 480.759.0524 EMAIL: TRUSTEE@TANOWAK.COM dtedocumentdateextended
More informationNC General Statutes - Chapter 47E 1
Chapter 47E. Residential Property Disclosure Act. 47E-1. Applicability. This Chapter applies to the following transfers of residential real property consisting of not less than one nor more than four dwelling
More informationBill Description Category Notes/Status
OLTA Legislative Committee 2013 Bills Enacted - Sorted by Bill Number As of 01-Sep-13 Asterisk () - See Addendum - Summary of Bills Affecting Real Property Foreclosures Status: SG:Signed by Governor Bill
More informationI m behind in my mortgage payments, what should I do?
FORECLOSURES This handout was prepared by Legal Services of Greater Miami, Inc.(LSGMI) with support from the Institute for Foreclosure Legal Assistance. LSGMI represents homeowners in foreclosure and homeowners
More informationLife Insurance Law Firm Los Angeles
Life Insurance Law Firm Los Angeles James T. Hudson is a California civil trial lawyer, specializing in insurance disputes. Mr. Hudson handles virtually all types of insurance claims: for disability income
More informationGlossary of Foreclosure Fairness Mediation Terminology
Glossary of Foreclosure Fairness Mediation Terminology Adjustable-Rate Mortgage (ARM) Mortgage repaid at the rate of interest that increases or decreases over the life of the loan based on market conditions.
More informationWILLS & ESTATES ESTATE PLANNING
What is Estate Planning?...2 Estate Planning Should Include:...2 What is Power of Attorney?...2 What is a Representation Agreement?...3 What if you do not have a Power of Attorney or Representation Agreement?...3
More informationLarge or small, whatever the size of your estate, it is important to plan. If you do not
Starting to Plan Your Estate Large or small, whatever the size of your estate, it is important to plan. If you do not have a will, a court will select your heirs and distribute your property as prescribed
More informationUNITED STATES DISTRICT COURT DISTRICT OF NEVADA
Case :-cv-00-kjd-pal Document Filed // Page of UNITED STATES DISTRICT COURT DISTRICT OF NEVADA SERGIO A. MEDINA, v. Plaintiff, QUALITY LOAN SERVICE CORPORATION, et al., Defendants. Case No. -CV-00-KJD-PAL
More informationDEFENSE RESEARCH INSTITUTE RECOMMENDED CASE HANDLING GUIDELINES FOR INSURERS
DEFENSE RESEARCH INSTITUTE RECOMMENDED CASE HANDLING GUIDELINES FOR INSURERS I. PREFACE Philosophy [Insurer] expects to work with the Firm and the insured to achieve the best result for the insured in
More informationTEXAS GENERAL DURABLE POWER OF ATTORNEY THE POWERS YOU GRANT BELOW ARE EFFECTIVE EVEN IF YOU BECOME DISABLED OR INCOMPETENT
TEXAS GENERAL DURABLE POWER OF ATTORNEY THE POWERS YOU GRANT BELOW ARE EFFECTIVE EVEN IF YOU BECOME DISABLED OR INCOMPETENT NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. THEY ARE
More informationBROKER SALESPERSON INDEPENDENT CONTRACTOR AGREEMENT. THIS AGREEMENT is entered into this day of, 20, between ( Broker ) and ( Salesperson ).
BROKER SALESPERSON INDEPENDENT CONTRACTOR AGREEMENT THIS AGREEMENT is entered into this day of, 20, between ( Broker ) and ( Salesperson ). RECITALS: Broker is engaged in business as a duly licensed real
More informationGENERAL TIPS FOR BUYING/SELLING A HOME Office of the Staff Judge Advocate, MacDill Air Force Base, Florida (813) 828-4422
GENERAL TIPS FOR BUYING/SELLING A HOME Office of the Staff Judge Advocate, MacDill Air Force Base, Florida (813) 828-4422 TYPES OF HOMES Buying a house will be one of the biggest investments one will ever
More informationUse Tax: Does the client use the service in SD? No. No Is the Client s billing address in SD? Yes. Sales tax based on the client s billing address.
South Dakota Department of Revenue 445 East Capitol Avenue Pierre, South Dakota 57501 Attorneys M a r c h 2 0 1 1 This Tax Facts is designed to explain how sales and use tax applies to attorney services.
More information22. What amount is the buyer debited for the real estate taxes? A) $666.67 B) $1,600 C) $933.33 D) $133.33
Name: Date: 1. Norman agrees to purchase Gusela's property for $185,500. He deposits the purchase price with Vincent, and Gusela deposits a warranty deed for the property with Vincent. Vincent is instructed
More informationIN THE NINTH JUDICIAL DISTRICT COURT OF THE STATE OF NEVADA IN AND FOR THE COUNTY OF DOUGLAS
Case No. Dept. No. IN THE NINTH JUDICIAL DISTRICT COURT OF THE STATE OF NEVADA IN AND FOR THE COUNTY OF DOUGLAS In the Matter of the Estate of Deceased. INSTRUCTIONS FOR PERSONAL REPRESENTATIVE A Personal
More informationCHAPTER 28-21 EXECUTION OF THE JUDGMENT
CHAPTER 28-21 EXECUTION OF THE JUDGMENT 28-21-01. Execution at any time within ten years. A judgment creditor or the party's duly appointed personal representatives at any time within ten years after the
More informationAuctions. Information Sheet
Auctions Information Sheet What is an auction? An auction is an open process at which buyers bid against each other to purchase a property. Once the reserve price is reached, the highest bidder becomes
More information[Name of Company] Legal Department [Address] [City, ST, Zip] Matter Management System Request for Proposal. Prepared By:
[Name of Company] Legal Department [Address] [City, ST, Zip] Matter Management System Request for Proposal Prepared By: [Name and Contact Information for Project Coordinator] Table of Contents Introduction...
More informationCALIFORNIA CONSTRUCTION CONTRACTS, DEFECTS, AND LITIGATION (1st Edition) November 2015 TABLE OF CONTENTS
CALIFORNIA CONSTRUCTION CONTRACTS, DEFECTS, AND LITIGATION (1st Edition) November 2015 TABLE OF CONTENTS File Name Book Section Title CH01 Chapter 1 Contractor Licensing; Remedies for Unlicensed Work 01-022
More informationCOURT OF COMMON PLEAS PROBATE DIVISION ASHTABULA COUNTY, OHIO
COURT OF COMMON PLEAS PROBATE DIVISION ASHTABULA COUNTY, OHIO IN THE MATTER OF RULES OF COURT FOR THE COMMON PLEAS COURT PROBATE DIVISION ASHTABULA COUNTY, OHIO JUDGMENT ENTRY Pursuant to Superintendence
More informationCASE NO. I (We) hereby certify under penalty of perjury with regard to all secured consumer debts.
IN THE UNITED STATES BANKRUPTCY COURT FOR THE DISTRICT OF ARIZONA In re: CHAPTER 7 Debtor(s) CASE NO. STATEMENT REGARDING SECURED CONSUMER DEBTS I (We) hereby certify under penalty of perjury with regard
More informationA GUIDE TO CONVEYANCING
Studio 50 Soho Wharf 1 Clink Street London SE1 9DG DX 132079 LONDON BRIDGE 4 Telephone: 020 7089 7300 Fax: 020 7357 6698 Email: ted@oakleyshee.com Website: www.oakleyshee.com Partners: Edward Oakley Frazer
More informationTOC INDEX. Working with Your Lawyer. Keith Wilson. Introduction. Choosing a Lawyer
TOC INDEX AGRICULTURE, FOOD AND RURAL DEVELOPMENT Working with Your Lawyer Keith Wilson Introduction The cattle industry is becoming more complex as production techniques and market opportunities evolve.
More informationTHE ANDERSEN FIRM A PROFESSIONAL CORPORATION. Probate, Trust Administration and Litigation in Tennessee
ATTORNEYS AT LAW THE ANDERSEN FIRM A PROFESSIONAL CORPORATION Probate, Trust Administration and Litigation in Tennessee 866.230.2206 www.theandersenfirm.com New York Office 110 E 37 th Street New York,
More informationAnnual Report. Designated Agency. October 1, 2008 to September 30, 2009
Annual Report October 1, 2008 to September 30, 2009 Designated Agency Practice Guide for Industry Members Suite 350, 4954 Richard Road SW, Calgary, AB 403-228-2954 1-888-425-2754 Fax 403-228-3065 www.reca.ca
More informationTHE PURCHASE AND SALE AGREEMENT
Buying a Home INTRODUCTION Buying a home may be the biggest single investment of your lifetime. Your life s savings may be invested in this one venture. Thus, it is extremely important that you, the prospective
More informationGuidance notes for clients
MWR Solicitors A legal guide CONVEYANCING, WILLS & PROBATE: Guidance notes for clients Lawyers for life CONTENTS Client Care Policy 5 Standards of Service 5 What We Need From You 6 How your house sale
More informationTHE ANDERSEN FIRM A PROFESSIONAL CORPORATION. Probate, Trust Administration and Litigation in Florida
ATTORNEYS AT LAW THE ANDERSEN FIRM A PROFESSIONAL CORPORATION Probate, Trust Administration and Litigation in Florida 866.230.2206 www.theandersenfirm.com New York Office 110 E 37 th Street New York, NY
More informationLEGISLATIVE BILL 72. Approved by the Governor May 13, 2015
LEGISLATIVE BILL 72 Approved by the Governor May 13, Introduced by Schumacher, 22. A BILL FOR AN ACT relating to decedents' estates; to amend sections 30-3880, 30-3881, 30-3882, and 77-2018.02, Reissue
More informationMany people assume probate is a timeconsuming,
Many people assume probate is a timeconsuming, expensive process. While it does entail costs and take time, probate may be less cumbersome than you fear. This brochure presents basic information about
More informationCommunity Legal Information Association of Prince Edward Island, Inc.
Community Legal Information Association of Prince Edward Island, Inc. Wills and Estates: Information for Executors An executor is the person named in a will to carry out the instructions in the will. The
More informationE-Discovery and Data Management. Managing Litigation in the Digital Age. Attorney Advertising
E-Discovery and Data Management Managing Litigation in the Digital Age Attorney Advertising Every day, 12 billion corporate e-mails are created. That number doubles annually. Litigation success starts
More informationCan I purchase real estate in my IRA? Yes.
Can I purchase real estate in my IRA? Yes. Why does my current IRA brokerage firm say I can t buy real estate in my IRA? Custodians determine the type of assets they will hold and may not choose to hold
More informationTHE ELEVENTH JUDICIAL CIRCUIT MIAMI-DADE COUNTY, FLORIDA. CASE NO. 10-1 (Court Administration)
THE ELEVENTH JUDICIAL CIRCUIT MIAMI-DADE COUNTY, FLORIDA CASE NO. 10-1 (Court Administration) ADMINISTRATIVE ORDER NO. 10-03 A1 (Amending and Superseding Administrative Order No. 10-03) IN RE: CASE MANAGEMENT
More informationRiddle & Akiens, LLP
Riddle & Akiens, LLP Planning for Generations SM Handbook for Fiduciaries What to do When a Loved One Dies What do I do after the death of a loved one? How do I prepare for the meeting with the attorney?
More informationFees for Title-Insured Purchase of Single- Family Residential Property for less than $500,000 with One Mortgage to Register
Fees for Title-Insured Purchase of Single- Family Residential Property for less than $500,000 with One Mortgage to Register Our $895.00 package for the purchase of one single-family residential property
More informationYou ve Applied For Your Mortgage. What Happens Next? A Simple Guide To Help You Through The Mortgage Process
You ve Applied For Your Mortgage. What Happens Next? A Simple Guide To Help You Through The Mortgage Process Four Easy Steps You have found the right home at the right price in the right location. Now
More informationin the Real Estate Transaction
The Critical Role of the REALTOR in the Real Estate Transaction Listed here are nearly 200 typical actions, research steps, procedures, processes, and review stages in a successful residential real estate
More informationQuestions and Answers on: O F F E R A N D A C C E P T A N C E
Questions and Answers on: O F F E R A N D A C C E P T A N C E The purchase contract is the most important document in any real estate sale. It must reflect the entire agreement between the buyer and seller.
More informationSCHERTZ BANK & TRUST COMMERCIAL LOAN APPLICATION
SCHERTZ BANK & TRUST COMMERCIAL LOAN APPLICATION LOAN REQUEST Business Term loan Commercial Line of Credit Commercial Real Estate Amount Requested $ Proposed Collateral and Value: Term/Month Business Legal
More informationExclusive Right To Sell Listing Agreement
Exclusive Right To Sell Listing Agreement CONSIDERATION AND TERMS OF CONTRACT: Kermath Realty LLC, hereinafter referred to as KRLLC, agrees to market, negotiate, schedule and show with potential buyers
More information63-Hour Sales Associate Pre-License Course Course Outline and Time Line
63-Hour Sales Associate Pre-License Course Course Outline and Time Line The following detailed course outline is based on 63 one classroom hour sessions consisting of 50 minutes each. Time Detailed Course
More information