Instruments & working papers

Attorney-drafted templates, workbooks, and checklists — the documents this firm uses, offered under license to the professionals who need them.

Templates

The Engagement Letter Library

Twenty-four engagement letters drafted b…$189

Workbooks

Estate Planning Intake Workbook

Client-facing intake workbook covering t…$95

Checklists

The 1031 Exchange Checklist

A deadline-driven, annotated checklist f…$59

Templates

Retainer & Fee Agreement Bundle

Twelve retainer and fee agreements with…$129

Workbooks

Quarterly Tax Planning Workpapers

Safe-harbor arithmetic worked through qu…$79

Engagements

Fixed-Fee Document Review

A per-instrument document review engagem…$450