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The Stationers' Desk

Instruments & working papers

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

AllTemplatesWorkbooksChecklistsEngagements
The Engagement Letter Library
Templates

The Engagement Letter Library

Twenty-four engagement letters drafted b…$189
Estate Planning Intake Workbook
Workbooks

Estate Planning Intake Workbook

Client-facing intake workbook covering t…$95
The 1031 Exchange Checklist
Checklists

The 1031 Exchange Checklist

A deadline-driven, annotated checklist f…$59
Retainer & Fee Agreement Bundle
Templates

Retainer & Fee Agreement Bundle

Twelve retainer and fee agreements with…$129
Quarterly Tax Planning Workpapers
Workbooks

Quarterly Tax Planning Workpapers

Safe-harbor arithmetic worked through qu…$79
Fixed-Fee Document Review
Engagements

Fixed-Fee Document Review

A per-instrument document review engagem…$450
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