Legal Template Library

Browse ready-to-use legal templates built for attorneys. Filter by practice area and add them to your Workflows Pro account. Watch: How to add templates to your Pro account.

Attorney Engagement Letter

California
This California State Bar approved Attorney-Client Fee Agreement generates a completed engagement letter for your law firm to send to the client. It considers options for hourly litigation matters, hourly non-litigation matters, and contingency matters.

Contracts, Law Firm Administration
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Beneficial Ownership Information Reporting FinCEN

USA - Federal
This is a workflow to collect information for the FinCEN BOI form. The BOI Form is used to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).

Corporate
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California Estate Planning Digital Assets Trust

California
Interactive template to help protect and manage your digital assets after your death or incapacity.

Estate Planning
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California Estate Planning Joint Fee Agreement

California
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.

Estate Planning
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California Estate Planning Package Amendment and Revocation Documents

California
Interactive templates for when you need to amend, revoke or restate your estate planning documents.

Estate Planning
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California Estate Planning Package (without Trust) For Individual or Couple

California
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.

Estate Planning
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California Estate Planning Package (with Trust) for Couple

California
Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.

Estate Planning
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California Estate Planning Package (with Trust) for Individual

USA - All States
California
Interactive workflow for drafting a complete California estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.

Estate Planning
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Minnesota Family - Petition for Dissolution of Marriage or Custody and Parenting Time

Minnesota
Interactive questionnaire for attorneys to generate Petition for Dissolution OR Petition for Custody and Parenting Time Certificate of Representation, Summons, and Notice of Public Assistance.

Family Law, Divorce, Legal Aid/Non-Profit
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This concludes the listed templates. To access templates for other areas or states, further templates can be requested directly from Gavel, and feedback forms are available here.

FAQs

How do I get access to Gavel’s legal template workflows?

You can test the workflow's functionality for free above by clicking "Try the Workflow." To get the forms added to your account, you must have an active Gavel Pro or Scale subscription or a Gavel Pro trial.

This means:

1. Sign up for a Gavel free trial
2. Select a monthly or annual “Gavel Pro” subscription in your billing settings
3. Add a payment method to your account to purchase the subscription

Can I edit the legal templates?

These legal templates were beautifully built so that you can use them from day one. We suggest keeping them as they are to ensure the best functionality. Changes may disrupt their carefully structured functionality.

If you'd like best practices for customizing them, please refer to our Learning Center article on Editing Gavel's Legal Templates.

I don’t see my area of law here. Will you be building more legal templates?

Yes, we are building workflows in more practice areas and jurisdictions on a rolling basis. You can request the templates you want here.