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September 2008
Do you have a situation that may require the drafting of a specific or unique document? Would you like to see what others have drafted instead of starting from scratch? We may have what you're looking for. Cowles MemberDocs is a great resource for documents, phrases, articles, marketing materials, slides, and other items submitted by other members.
The Cowles membership is comprised of attorneys across the country with extensive and varied experience in many areas of the law with a special emphasis on estate planning and postmortem services. You can translate the combined knowledge and experience of the Cowles membership into a unique benefit and a powerful tool for your practice. Many Cowles members have valuable documents, correspondence, marketing materials and other items that would be beneficial to the whole group. Cowles MemberDocs was designed to facilitate the sharing of these items.
In Cowles MemberDocs you will find everything from "Affidavit of Death" to "Pet Trust" and the content is growing every month. Some new documents recently submitted include:
- Limited Trust for Drugs or Alcohol
- Special Needs Trust Purchase Checklist
- Mineral Deed
- Certificate of Independent Review
- Sample Certification of Trust
- CLUT Sample Inter Vivos Grantor Charitable Lead Unitrust, Rev. Proc. 2008-45
- CLUT Sample Inter Vivos Nongrantor Charitable Lead Unitrust, Rev. Proc. 2008-45
- CLUT Sample Testamentary Charitable Lead Unitrust, Rev. Proc. 2008-46
Here's how easy it is to get or post Members Documents on Cowles Members Only.
Use these instructions to download documents from MemberDocs to your local computer or network.
- Under "Search Text" type in a word or phrase for the item you would like to locate. If the item is state-specific, choose your state from the drop-down menu.
- If you would like to view all documents included, click on the search button without entering search text or a state.
- If you would like to view all documents included for a specific state, select the state and without entering any search text, click the Search button.
- Click the Download button to continue.
- Save the document to the location of your choice.
Use these instructions to upload documents from your computer or network to the MemberDocs system, to be shared with other members.
- On the main MemberDocs screen, click on "Submit a Document" in the top right corner. The Document Upload screen will be displayed.
- Next to the "Attach Document" text box, use the Browse button to locate the document to be uploaded.
- Use the drop-down menu to select a format for the document (such as Microsoft Word). Enter your name as contributor, email, firm (optional) and the document subject. The search function in Cowles MemberDocs is based upon the document subject, so it is important that this field be filled out with a specific, descriptive phrase.
- Using the drop-down menu, select the state that the document is specific to, or select not state specific if the document is NOT state specific. Enter any comments that may be beneficial to the user downloading the document.
- If you do not wish to have the system publish your name, click on "I wish to remain anonymous". Click "Continue" in the bottom right corner to upload your document.
Click
HERE to access MemberDocs.
Call us today at (800) 366-1730,
or email us at
west.appsupport@thomsonreuters.comif you have any questions or would like more information on
Cowles Members Documents.