Type into Documents Legal Organizing Personal Assets Templates For Free

How do you organize legal files? You have to create a legal filing system that works for you. For example, you might categorize files by topic, client, court, or case, before creating folders for each category and listing everything within a master index.

Preparing a List of Documents Part 1: Includes all documents that are or have been in your possession or control and that could be used by any party at trial to prove or disprove a material fact. Part 2: Includes all other documents (if any) that you intend to refer to at trial.

List A Documents U.S. Passport or U.S. Passport Card. Permanent Resident Card or Alien Registration Receipt Card (Form I-551) ... Foreign passport that contains a temporary I-551 stamp or temporary I-551 printed notation on a machine-readable immigrant visa.

Put your important papers and copies of legal documents in one place. You can set up a file, put everything in a desk or dresser drawer, or list the information and location of papers in a notebook. For added security, you might consider getting a fireproof and waterproof safe to store your documents.

You can select things that make the most sense for you, but the most common categories are financial, medical, property, and personal. Each set of documents can be organized and sorted into categories and subcategories. For example, financial records can be sorted by years, accounts, or amounts owed.

Identity documents including Social Security card, passport, name change documentation, and a copy of their driver's license or other ID card. Vital records such as birth and death certificates, and certificates of marriage, divorce, citizenship, or adoption.

Identify your document's audience. Identify your audience's expectations. Decide what format your document will require (include layout, margins, line spacing, font styles, etc.). Decide whether or not visuals will be helpful to include in your document.

What Are Important Documents? Legal identification documents. Social Security cards. Birth certificates. Tax documents. Tax returns. W-2s and 1099 forms. Property records. Vehicle registrations and titles. Mortgage statements, deeds and bills of sale. Estate planning documents. Wills and trusts. Finance records. Pay stubs.

Common things to include in an asset list include: Physical assets ? including property, vehicles, collectible items of value etc. Financial assets ? including bank accounts, credit cards, investments, pensions etc. Insurance assets ? including life, home, health, mortgage etc.