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Checklist: Reviewing an Estate Plan

Attorneys are often asked to review a will prepared by either another attorney or the client who used a self-help book. But review of an existing will really means an estate plan review, including beneficiary designations and powers of attorney. It’s relatively simple to spot improper drafting, but harder to determine whether needed provisions were omitted. This checklist will help you review a will and estate plan to make sure it’s up-to-date and meets your client’s needs. Continue reading

Checklist for Employers Conducting Misconduct Investigations

Checking off list for employers to take when investigating employee misconductWhenever an employer learns of employee behavior that’s inappropriate, unlawful, or violates company policies, it’s time to investigate. California law may require an employer investigation (e.g., for harassment), but even if not legally required, a prompt, fair, and reasonable investigation can help prevent or defend against a potential legal claim. Here’s a handy checklist for employer internal investigations. Continue reading

Checklist for Replacing Destroyed Documents After a Disaster

When a client’s home has been destroyed by a fire or other disaster, the loss can be overwhelming. Although there will be much to replace, they may not think of the important documents and records. Here’s a handy checklist to help those affected by disaster remember what they lost and get the replacements they need. Continue reading

5 Things to Include in Every Estate Plan

So you’ve gathered the client’s data—personal and financial—and know the client’s objectives. What do you do? Here are 5 typical documents you’ll need for the estate plan. Continue reading

Checklist: Make Sure Employment Practices Comply with IRCA

Employers often find that ensuring compliance with the Immigration Reform and Control Act (IRCA) can be tricky. This handy checklist will help employers who are establishing their practices and will serve as a confirmation tool for those employers who believe they have a compliant practice. Continue reading

How Tenants Can Get Remedies for Habitability Violations and Nuisances

When a landlord severely neglects maintenance issues or another tenant’s behavior causes a nuisance, California law gives tenants several ways to get relief. Continue reading

Checklist: What to Do If Summary Judgment Is Denied

You moved for summary judgment but your motion was denied. Here’s a checklist of four things to ask yourself. Continue reading

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