Your Attorney Toolkit - Revision history

Drew Jackson: /* Filing system */

2018-04-05T21:42:02Z

Filing system

← Older revision		Revision as of 21:42, 5 April 2018
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	\| 4 \|\| Prenuptial Agreement / Marriage Licence / Divorce / Separation Agreement		\| 4 \|\| Prenuptial Agreement / Marriage Licence / Divorce / Separation Agreement
	\|-		\|-
	\| 5 \|\| ~~Personal and~~ Family History		\| 5 \|\| Family History
	\|-		\|-
	\| 6 \|\| Religious Documents		\| 6 \|\| Religious Documents

Drew Jackson: /* Filing system */

2018-04-05T21:41:39Z

Filing system

← Older revision		Revision as of 21:41, 5 April 2018
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	\| 18 \|\| Deed to House / Strata / Cottage or Lease		\| 18 \|\| Deed to House / Strata / Cottage or Lease
	\|-		\|-
	\| 19 \|\| Mortgages & Loan Agreements		\| 19 \|\| Mortgages / Loan Agreements
	\|-		\|-
	\| 20 \|\| Passport, Citizenship Papers		\| 20 \|\| Passport / Citizenship Papers
	\|-		\|-
	\| 21 \|\| Vehicle Title / Registration		\| 21 \|\| Vehicle Title / Registration
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	\| 23 \|\| Power of Attorney		\| 23 \|\| Power of Attorney
	\|-		\|-
	\| 24 \|\| Representation Agreement & Advance Directives		\| 24 \|\| Representation Agreement / Advance Directives
	\|-		\|-
	\| 25 \|\| Wills, Wills Registry Information, Codicils & Letter of Instructions to Executor		\| 25 \|\| Wills / Wills Registry Information / Codicils / Letter of Instructions to Executor
	\|-		\|-
	\| 26 \|\| Trust Documents		\| 26 \|\| Trust Documents

Drew Jackson: /* Filing system */

2018-04-05T21:40:05Z

Filing system

← Older revision		Revision as of 21:40, 5 April 2018
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	\| 8 \|\| List of Bank Accounts / Bank Statements / Safety Deposit Box		\| 8 \|\| List of Bank Accounts / Bank Statements / Safety Deposit Box
	\|-		\|-
	\| 9 \|\| Credit & Debit Cards		\| 9 \|\| Credit Cards / Debit Cards
	\|-		\|-
	\| 10 \|\| ~~Taxes: Property &~~ Income Tax Returns		\| 10 \|\| Income Tax Returns / Property Tax Statements
	\|-		\|-
	\| 11 \|\| Certificates of Deposits / Savings Bonds / Mutual Funds / Stocks		\| 11 \|\| Certificates of Deposits / Savings Bonds / Mutual Funds / Stocks

Drew Jackson: /* Filing system */

2018-04-05T21:36:34Z

Filing system

← Older revision		Revision as of 21:36, 5 April 2018
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	\| 3 \|\| Employment History / Resume or CV		\| 3 \|\| Employment History / Resume or CV
	\|-		\|-
	\| 4 \|\| Prenuptial Agreement / Marriage ~~License~~ / Divorce / Separation Agreement		\| 4 \|\| Prenuptial Agreement / Marriage Licence / Divorce / Separation Agreement
	\|-		\|-
	\| 5 \|\| Personal and Family History		\| 5 \|\| Personal and Family History

Drew Jackson: /* Filing system */

2018-04-05T21:35:00Z

Filing system

← Older revision		Revision as of 21:35, 5 April 2018
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	\| '''I''' \|\| '''Personal'''		\| '''I''' \|\| '''Personal'''
	\|-		\|-
	\| 1 \|\| Birth Certificate, Adoption Papers		\| 1 \|\| Birth Certificate / Adoption Papers
	\|-		\|-
	\| 2 \|\| Education / Military Service		\| 2 \|\| Education / Military Service

Drew Jackson: /* Filing system */

2018-04-05T21:34:05Z

Filing system

← Older revision		Revision as of 21:34, 5 April 2018
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	\| 22 \|\| Corporation / Partnership Documents		\| 22 \|\| Corporation / Partnership Documents
	\|-		\|-
	\| '''V''' \|\| '''Estate & ~~Incapacity~~ Planning'''		\| '''V''' \|\| '''Estate & Advance Planning'''
	\|-		\|-
	\| 23 \|\| Power of Attorney		\| 23 \|\| Power of Attorney

Drew Jackson: /* Filing system */

2018-04-05T21:33:03Z

Filing system

← Older revision		Revision as of 21:33, 5 April 2018
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	You can set up a file folder for the monthly bank records. If there are reports for investments, put these into file folders. You will also need to prepare, file and keep a copy of annual income tax returns. You might set up one file folder for each year’s worth of income tax documentation.		You can set up a file folder for the monthly bank records. If there are reports for investments, put these into file folders. You will also need to prepare, file and keep a copy of annual income tax returns. You might set up one file folder for each year’s worth of income tax documentation.

	For the other important documents, the adult may already have a filing system. If not, you could use a filing system with file folders, a binder with expanding sheet protector dividers, or even manila envelopes.		For the other important documents, the adult may already have a filing system. If not, you could use a filing system with file folders, a binder with expanding sheet protector dividers, or even manila envelopes.

	One option that can work well is an expanding poly file folder with multiple pockets to keep important documents all in one place, protected from the elements.		One option that can work well is an expanding poly file folder with multiple pockets to keep important documents all in one place, protected from the elements.

Drew Jackson at 17:05, 20 March 2018

2018-03-20T17:05:04Z

@@ Line 3: / Line 3: @@
 ==New attorney checklist==
 When you start as an attorney under a power of attorney, here are the first things you should do.
-✅'''Review the power of attorney document.''' Understand when it takes effect and what powers it gives you. Are there multiple attorneys? Does it provide for you to be paid?
+You can [http://bit.ly/attorneychecklist download a checklist] from the People's Law School website.
 ==Inventory==

Drew Jackson at 17:02, 20 March 2018

2018-03-20T17:02:18Z

← Older revision		Revision as of 17:02, 20 March 2018
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	When you start as an attorney under a power of attorney, here are the first things you should do.		When you start as an attorney under a power of attorney, here are the first things you should do.

	✅ '''Review the power of attorney document.''' Understand when it takes effect and what powers it gives you. Are there multiple attorneys? Does it provide for you to be paid?		✅'''Review the power of attorney document.''' Understand when it takes effect and what powers it gives you. Are there multiple attorneys? Does it provide for you to be paid?

	✅ '''Discuss your role with the adult.''' Talk with the adult about your role. Be clear on when you will start acting as their attorney. Discuss how you will support them in making decisions. Review how you will keep records.		✅'''Discuss your role with the adult.''' Talk with the adult about your role. Be clear on when you will start acting as their attorney. Discuss how you will support them in making decisions. Review how you will keep records.

	✅ '''Deliver copies of the power of attorney.''' Contact any banks, businesses or people that the adult deals with and give them copies of the power of attorney. (If required, a lawyer or notary public can certify		✅'''Deliver copies of the power of attorney.''' Contact any banks, businesses or people that the adult deals with and give them copies of the power of attorney. (If required, a lawyer or notary public can certify
	a copy as a true copy of the original document.)		a copy as a true copy of the original document.)

Drew Jackson: /* Financial management software */

2018-03-20T04:10:08Z

Financial management software

← Older revision		Revision as of 04:10, 20 March 2018
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	==Financial management software==		==Financial management software==
	There are software programs that can help with managing personal funds. Perhaps the best known is [https://www.quicken.com Quicken] from Intuit. A free online service for personal finances is Mint, also from Intuit. These services help you set budgets, track spending and pay bills.		There are software programs that can help with managing personal funds. Perhaps the best known is [https://www.quicken.com Quicken] from Intuit. A free online service for personal finances is [https://www.mint.com/ Mint], also from Intuit. These services help you set budgets, track spending and pay bills.

	With financial management software, it is also much easier to provide any reports requested by the adult or others.		With financial management software, it is also much easier to provide any reports requested by the adult or others.