Private preparation worksheet
Bring an organized record to the next conversation.
Use the worksheet locally, then print it or save it as a PDF from your browser.
The worksheet does not collect answers, transmit documents, or produce a legal conclusion.Nothing entered here is uploaded or stored.
Agreement file
Best available signed copy
Every schedule and exhibit
Amendments, revocations, or restatements
Signature, witness, and acknowledgment pages
Timeline
First discussion and first complete draft
Every material revision and delivery date
Counsel, translation, and disclosure dates
Signing, marriage, move, and transaction dates
Financial record
Assets, debts, income, guarantees, and trusts
Values with dates and methods
Statements, tax records, business financials, and appraisals
Written waivers and proof of delivery
Outside instruments
Deeds and account titles
Wills, trusts, and beneficiary designations
Insurance policies and retirement forms
Entity agreements, lender restrictions, and third-party consents
Questions and deadlines
State and governing-law connections
Missing or conflicting documents
Current court, agency, wedding, or transaction deadlines
Questions that require current local research
Source and version log
| Issue | Source or URL | Checked date | Open question |
|---|---|---|---|