This Libguide was created as a law school project for instructional purposes only. The author is not authorized to provide legal advice and this guide should not be construed or considered to be legal advice. The reader should consult a licensed attorney for legal advice.
DOCUMENT EXECUTION AND CONFERENCE CHECKLIST
[Name of client 1]
[Name of client 2]
[Date of execution]
[Name of attorney]
1. Instruct clients to read documents before meeting.
2. Review clients' questions.
3. Make any necessary revisions.
4. Call in witnesses:
[Names of witnesses]
Notary: [Name of notary]
5. Ask of each grantor/testator:
a. What are the documents before you?
b. Have you read them and do you understand them?
c. Does it take care of your property and estate as you now desire?
d. Do you want the witnesses to act as witnesses for you?
e. Do you swear or affirm that the documents you are about to sign are your free and voluntary act and that the facts stated in those documents are true to the best of your knowledge and belief?
6. Instruct the clients to sign the documents in this order:
a. Trusts
b. Transfer of Tangible Personal Property
c. Wills
d. Designation of Health Care Surrogate
e. Durable Powers of Attorney for Health Care
f. General Durable Powers of Attorney
g. Living wills
h. Declaration of Preneed Guardian
i. Declaration of Preneed Guardian for Minor
j. Certificate of Trust Provisions
k. Tenancy by the Entirety Agreement
l. Other:
(1) [Statement of matters].
7. Where will the originals be kept? [Address of custodian].
8. Client was given original and [number of copies] of all documents.
9. Did client destroy old documents?
10. Send client reminder letters.
11. Review bill with clients.
12. Give client fact sheet for my heirs.
9 Florida Jur Forms Legal & Bus. § 34:9