Sample Screening Checklist for Attorney's Staff Client by langstonwalker

VIEWS: 180 PAGES: 2

									             DISSOLUTION STRATEGIES - FROM INTAKE TO JUDGMENT
                               (Cal CEB 2005)
                                 March 2008

                              TABLE OF CONTENTS

 File Name    Book Section                         Title
CH01          Chapter 1      INITIAL CLIENT MEETING, CASE ASSESSMENT, AND
                             PLANNING
01-028        §1.28          Sample Screening Checklist for Attorney’s Staff
01-029        §1.29          Client Questionnaire
01-030        §1.30          Client Worksheet
01-031        §1.31          Letter Explaining Attorney’s E-Mail Policy
01-032        §1.32          Document Checklist
01-033        §1.33          Letter Explaining Disclosure Requirements
01-034        §1.34          Sample Attorney Fee Agreement
01-035        §1.35          Listing of Additional Resources for Client
01-036        §1.36          Notice of Adverse Interest and Request for
                             Information
CH02          Chapter 2      INITIATING AND RESPONDING TO THE PROCEEDING
02-017        §2.17          Sample Date of Separation Checklist
02-018        §2.18          Notice of Pending Proceeding to Insurance Carrier
02-019        §2.19          Sample Letter to Opposing Counsel on Disclosure
                             Obligations
02-020        §2.20          Sample “Preemptive” Response to Form
                             Interrogatories and Request for Production of
                             Documents
02-021        §2.21          Sample Pre-ADR Stipulation to Injunctive Orders
CH03          Chapter 3      OBTAINING TEMPORARY ORDERS
03-038        §3.38          Sample Income Spreadsheet
03-039        §3.39          Sample ERISA-Qualified Medical Child Support Order
                             (QMCSO)
CH04          Chapter 4      STRATEGIES AND VEHICLES FOR NEGOTIATING
                             SETTLEMENT
04-011        §4.11          Stipulation and Order to Use Private Judge
04-012        §4.12          Sample Agreement to Mediate
CH05          Chapter 5      DISCOVERY AND TRIAL PREPARATION
05-066        §5.66          Sample Dialogue to Establish Court Jurisdiction to
                             Dissolve Marriage
05-067        §5.67          Sample Language to Divide Future Military Retirement
                             Benefits
05-068        §5.68          Sample Pretrial/Settlement Conference Statement
05-069        §5.69          Sample Stipulation on Confidential Financial
                             Information and Order
CH06          Chapter 6      JUDGMENT AND CASE CLOSURE
06-025        §6.25          Effecting Property Transfers
              §6.26          Aids to Enforcement of Orders or Judgments
File Name   Book Section                            Title
            §6.27          Client File and Documents
            §6.28          Potential Enclosures for Client Closeout Letter

								
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