Finding Forms and Drafting Resources Sue Altmeyer For Prof. Mary Jane McGinty’s Legal Drafting Class Jan 27, 2009
What We Will Cover <ul><li>Transactional and Procedural Form Sets </li></ul><ul><li>Lexis and Westlaw </li></ul><ul><li>Oh...
Law Library Resource Guide <ul><li>From the  law library website  >research guides>  Forms and Practice Materials </li></ul>
Where to Start <ul><li>Know jurisdiction, start in state or federal form books first </li></ul><ul><li>Print or Online?  P...
Where are the form books? <ul><li>Reference Area of Library </li></ul><ul><li>Ohio Room </li></ul><ul><li>Atrium Level </l...
FOCUS: <ul><li>How to find Pleadings </li></ul>
Ohio Procedural Forms <ul><li>Ohio Forms Pleading and Practice – Lexis  </li></ul><ul><li>biggest – Big Blue Set </li></ul...
Ohio Forms Pleading & Practice <ul><li>Ohio   >   Search Analysis & CLE Materials   >  Litigation Practice & Procedure  </...
Online Searching Hints <ul><li>Use Table of Contents to Narrow </li></ul><ul><li>Section Segment (Title field in Westlaw) ...
Ohio Procedural Forms <ul><li>Anderson’s Ohio Civil Practice – Lexis  </li></ul><ul><li>Forms – civil, dr, some probate,ap...
Elements of Action/Defenses <ul><li>Ohio Elements of an Action - Westlaw -  OHPRAC-OEA  –also statute of limitations, dama...
Other Ohio Procedural Forms <ul><li>Baldwin’s Civil Practice – Darling, Klein & Terez – on Westlaw </li></ul><ul><li>Westl...
Fancy Ways to Find Forms <ul><li>Why bother learning the resources?  Westlaw & Lexis find automatically! </li></ul><ul><li...
Fancy Ways to Find Forms <ul><li>Lexis Total Litigator and Transactional Advisor </li></ul><ul><li>Costs the same as searc...
General Form Sets -procedural <ul><li>research guides>  Forms and Practice Materials </li></ul><ul><li>American Jurisprude...
General Procedural Forms <ul><li>AmJur Trials – Westlaw > AMJUR-TRIALS   elements, defenses, pleadings, sample discovery, ...
Path on Lexis for Forms <ul><li>Lexis </li></ul><ul><li>Legal   >   Secondary Legal   >   Forms & Agreements   - Can searc...
Path on Westlaw for Forms <ul><li>Westlaw </li></ul><ul><li>Directory>Forms, Treatises, CLEs and other practice materials ...
Federal Procedural Forms <ul><li>research guides>  Forms and Practice Materials </li></ul><ul><li>Concentrate on Federal c...
Discovery Forms <ul><li>See research guides>  Forms and Practice Materials </li></ul><ul><li>Sample interrogatories, depos...
Transactional Forms -Ohio <ul><li>Most comprehensive  </li></ul><ul><li>- Ohio Transaction Guide: Legal Forms  – Lexis (bl...
Other General Ohio Form Sets <ul><li>Couse's Ohio Form Book 6th ed – Lexis </li></ul><ul><li>Swisher, Thomas R., Ohio Form...
Ohio Form Sets re WILLS <ul><li>Merrick-Rippner Probate Law  – text and forms  Westlaw > OHPRAC-PROB   </li></ul><ul><li>A...
Demo – Merrick Ripner <ul><li>Show table of contents for ch 30 </li></ul><ul><li>Forms at end of chapter </li></ul><ul><li...
Probate Law Resource <ul><li>Ohio Probate  by Durkin – Lexis –  KFO144 .A93   </li></ul><ul><li>No forms, but Chapter 4 ha...
Ohio Forms re Residential Leases <ul><li>White, Frederic,  Ohio Landlord-Tenant Law  -  Westlaw > OHLDTL  – Chapter 18, ge...
Form Sets re Residential Leases <ul><li>Real Estate Transactions LexisNexis Forms   </li></ul><ul><li>West's McKinney's Fo...
General Transactional Form Sets <ul><li>See  Forms and Practice Materials </li></ul><ul><li>American Jurisprudence Legal F...
Other Sources for Forms <ul><li>Statutes </li></ul><ul><li>Continuing Legal Education materials </li></ul><ul><li>Law Revi...
Free Forms on the Web <ul><li>Finding Practice Tools Power Point   </li></ul><ul><li>FINDING PRACTICE TOOLS word doc   </l...
Attorney Work Product <ul><li>Lexis – ex.  Ohio State Briefs & Motions, Ohio Pleadings </li></ul><ul><li>Westlaw databases...
Attorney Work Product <ul><li>Shared Legal document sites </li></ul><ul><li>JDSupra   </li></ul><ul><li>Scribd </li></ul><...
Drafting Advice <ul><li>See  Forms & Practice Materials Resource Guide </li></ul><ul><li>Books & info on the web </li></ul>
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Finding Forms and Drafting Resources

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Finding Forms and Drafting Resources

  1. 1. Finding Forms and Drafting Resources Sue Altmeyer For Prof. Mary Jane McGinty’s Legal Drafting Class Jan 27, 2009
  2. 2. What We Will Cover <ul><li>Transactional and Procedural Form Sets </li></ul><ul><li>Lexis and Westlaw </li></ul><ul><li>Ohio Form Sets </li></ul><ul><li>Residential Leases, Pleadings and Ohio Wills </li></ul><ul><li>Free Forms on the Web </li></ul><ul><li>Attorney Work Product </li></ul><ul><li>Drafting Aids </li></ul>
  3. 3. Law Library Resource Guide <ul><li>From the law library website >research guides> Forms and Practice Materials </li></ul>
  4. 4. Where to Start <ul><li>Know jurisdiction, start in state or federal form books first </li></ul><ul><li>Print or Online? Print has index. Online has full text searching. Both have table of contents. Cost factors of online. </li></ul>
  5. 5. Where are the form books? <ul><li>Reference Area of Library </li></ul><ul><li>Ohio Room </li></ul><ul><li>Atrium Level </li></ul>
  6. 6. FOCUS: <ul><li>How to find Pleadings </li></ul>
  7. 7. Ohio Procedural Forms <ul><li>Ohio Forms Pleading and Practice – Lexis </li></ul><ul><li>biggest – Big Blue Set </li></ul><ul><li>Lots of complaints </li></ul><ul><li>Civil, criminal, juvenile, probate, appellate </li></ul><ul><li>Civil index is in Vol. 10 </li></ul><ul><li>Practice notes </li></ul><ul><li>Arranged by Rule Number </li></ul>
  8. 8. Ohio Forms Pleading & Practice <ul><li>Ohio   > Search Analysis & CLE Materials   > Litigation Practice & Procedure </li></ul><ul><li>Example – Complaint for fraud – re sale of home - section(complaint) and fraud or misrepresent! and home or house or real estate </li></ul><ul><li>Hit 6 </li></ul>
  9. 9. Online Searching Hints <ul><li>Use Table of Contents to Narrow </li></ul><ul><li>Section Segment (Title field in Westlaw) to Narrow </li></ul><ul><li>At least command to narrow </li></ul>
  10. 10. Ohio Procedural Forms <ul><li>Anderson’s Ohio Civil Practice – Lexis </li></ul><ul><li>Forms – civil, dr, some probate,appellate </li></ul><ul><li>Chapters on Causes of Action – ex. Defamation, fraud, etc., listing elements, defenses </li></ul>
  11. 11. Elements of Action/Defenses <ul><li>Ohio Elements of an Action - Westlaw - OHPRAC-OEA –also statute of limitations, damages, forms, jury instructions </li></ul><ul><li>Ohio Jury Instructions, OJur, Katz Gianelli (criminal law) </li></ul><ul><li>electronic case search such as &quot;elements /s ________”( fill in the cause of action) </li></ul><ul><li>Chart – Litigation Resource Guide </li></ul>
  12. 12. Other Ohio Procedural Forms <ul><li>Baldwin’s Civil Practice – Darling, Klein & Terez – on Westlaw </li></ul><ul><li>Westlaw, Ohio Jurisprudence Pleading and Practice Forms (OH-PP) </li></ul>
  13. 13. Fancy Ways to Find Forms <ul><li>Why bother learning the resources? Westlaw & Lexis find automatically! </li></ul><ul><li>Westlaw Formfinder </li></ul><ul><li>More Expensive than Forms-All, Ohio formfinder or individual databases </li></ul>
  14. 14. Fancy Ways to Find Forms <ul><li>Lexis Total Litigator and Transactional Advisor </li></ul><ul><li>Costs the same as searching a database individually </li></ul>
  15. 15. General Form Sets -procedural <ul><li>research guides> Forms and Practice Materials </li></ul><ul><li>American Jurisprudence Pleading and Practice Forms - Westlaw > AMJUR-PP –checklists & howtos </li></ul><ul><li>Causes of Action – Elements, Defenses, proof, remedies and damages, checklists, complaints. </li></ul><ul><li>Chart – Litigation Resource Guide re elements, etc. </li></ul>
  16. 16. General Procedural Forms <ul><li>AmJur Trials – Westlaw > AMJUR-TRIALS elements, defenses, pleadings, sample discovery, sample opening/closing & testimony </li></ul><ul><li>Example: ti(fraud! misrepresent! & home house &quot;real estate&quot;) </li></ul><ul><li>AmJur Proof of Facts similar in content. Trials has emphasis on trials, opening/closing etc. </li></ul><ul><li>Publications are CROSS-REFERENCED to each other </li></ul>
  17. 17. Path on Lexis for Forms <ul><li>Lexis </li></ul><ul><li>Legal   > Secondary Legal   > Forms & Agreements - Can search all transactional or procedural, or by jurisdiction or subject </li></ul>
  18. 18. Path on Westlaw for Forms <ul><li>Westlaw </li></ul><ul><li>Directory>Forms, Treatises, CLEs and other practice materials </li></ul><ul><li>Directory>Litigation>Forms </li></ul><ul><li>Directory>Topical Materials by Area of Practice>Real Property>Forms </li></ul><ul><li>Directory>Ohio>Forms </li></ul>
  19. 19. Federal Procedural Forms <ul><li>research guides> Forms and Practice Materials </li></ul><ul><li>Concentrate on Federal causes of action, federal statutes, etc. </li></ul>
  20. 20. Discovery Forms <ul><li>See research guides> Forms and Practice Materials </li></ul><ul><li>Sample interrogatories, deposition questions, motion for production of documents </li></ul><ul><li>Very fact specific </li></ul>
  21. 21. Transactional Forms -Ohio <ul><li>Most comprehensive </li></ul><ul><li>- Ohio Transaction Guide: Legal Forms – Lexis (blue) </li></ul><ul><li>Ohio Forms Legal and Business - Westlaw(orange) </li></ul><ul><li>Ohio Transaction guide known for its checklists and practical steps </li></ul>
  22. 22. Other General Ohio Form Sets <ul><li>Couse's Ohio Form Book 6th ed – Lexis </li></ul><ul><li>Swisher, Thomas R., Ohio Forms and Transactions: OFT – Westlaw </li></ul>
  23. 23. Ohio Form Sets re WILLS <ul><li>Merrick-Rippner Probate Law – text and forms Westlaw > OHPRAC-PROB </li></ul><ul><li>Anderson's Ohio Probate Practice and Procedure – Lexis – NOT DRAFTING FORMS </li></ul><ul><li>Anderson’s The Simple Will in Ohio - Lexis </li></ul>
  24. 24. Demo – Merrick Ripner <ul><li>Show table of contents for ch 30 </li></ul><ul><li>Forms at end of chapter </li></ul><ul><li>Simple wills plus many different clauses </li></ul><ul><li>Search for a particular clause – beneficiary forfeits gift if brings a will contest </li></ul><ul><li>Forfeit! And “will contest” </li></ul>
  25. 25. Probate Law Resource <ul><li>Ohio Probate by Durkin – Lexis – KFO144 .A93 </li></ul><ul><li>No forms, but Chapter 4 has useful info re wills </li></ul>
  26. 26. Ohio Forms re Residential Leases <ul><li>White, Frederic, Ohio Landlord-Tenant Law - Westlaw > OHLDTL – Chapter 18, general lease & specific clauses, (Ch2 too), </li></ul><ul><li>Ohio Real Estate Law and Practice – Westlaw & Ohio Real Property Law and Practice –Lexis –commercial forms </li></ul>
  27. 27. Form Sets re Residential Leases <ul><li>Real Estate Transactions LexisNexis Forms </li></ul><ul><li>West's McKinney's Forms - Real Property Practice (MCF-RPP) – Ch 6 </li></ul><ul><li>State specific books – ex Ohio Transaction Guide, Ch 22 (background & drafting guide) </li></ul><ul><li>Use general sets </li></ul>
  28. 28. General Transactional Form Sets <ul><li>See Forms and Practice Materials </li></ul><ul><li>American Jurisprudence Legal Forms 2d - Westlaw > AMJUR-LF - CH 161 Leases – form drafting guide, checklist, addtl clauses </li></ul><ul><li>West’s Legal Forms – Westlaw > WEST-LF – drafting hints, checklists, for house, apt and condo </li></ul>
  29. 29. Other Sources for Forms <ul><li>Statutes </li></ul><ul><li>Continuing Legal Education materials </li></ul><ul><li>Law Review Articles </li></ul>
  30. 30. Free Forms on the Web <ul><li>Finding Practice Tools Power Point </li></ul><ul><li>FINDING PRACTICE TOOLS word doc </li></ul><ul><li>See Forms & Practice Materials Resource Guide </li></ul>
  31. 31. Attorney Work Product <ul><li>Lexis – ex. Ohio State Briefs & Motions, Ohio Pleadings </li></ul><ul><li>Westlaw databases –ex. On Ohio tab, Trial Court Documents </li></ul><ul><li>Look up case opinion, find court file via online court docket (Pacer, Montgomery & Summit County) Summit County – search by doc type </li></ul><ul><li>SEC IDEA database (fka Edgar) for transactional </li></ul><ul><li>Reminder: Do your own work </li></ul>
  32. 32. Attorney Work Product <ul><li>Shared Legal document sites </li></ul><ul><li>JDSupra </li></ul><ul><li>Scribd </li></ul><ul><li>DocStoc </li></ul><ul><li>NPADO.org. </li></ul>
  33. 33. Drafting Advice <ul><li>See Forms & Practice Materials Resource Guide </li></ul><ul><li>Books & info on the web </li></ul>

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