Free checklists & templates
Practical, downloadable resources for family law and legal practice teams — no signup, no email required.
Divorce Financial Disclosure Checklist
The document categories most divorce financial disclosure processes ask for — a printable starting point.
Trust Funding & Asset Checklist
Retitling and beneficiary steps most trust funding processes require — a printable starting point.
M&A Due Diligence Checklist
The document categories most M&A due diligence requests cover — a printable starting point.
More resources coming — asset discovery blueprint, subpoena & deposition logistics roadmap, and attorney timesheet template.
Frequently asked questions
Are these checklists free?
Yes. Every checklist on this page is free to read and use, and no account or email address is required.
Can we adapt a checklist for our own firm?
Yes. They are written as starting points, and most firms add items specific to their jurisdiction and matter types. Confirm each item against the governing rules for your jurisdiction before relying on it.
Are these checklists legal advice?
No. They are practical operational aids for legal professionals. They do not create a lawyer-client relationship and do not substitute for a qualified lawyer's judgment on a specific matter.
How do these work inside The Hammer Lex?
Checklist items become tracked tasks and requested documents on the matter, so status is visible on the matter record instead of a spreadsheet, and the client portal shows what is still outstanding.
How often are the checklists reviewed?
They are reviewed against current practice guidance and updated when the underlying requirements change. Always verify against the current rule in your jurisdiction, because requirements change without notice.
Keep documents organized on the matter
HammerLex's client portal and matter templates track requested and received documents in one place — not a spreadsheet.
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