Can I download my firm's estate planning forms and use them myself?

(On Campus Interviews, Summer Associate positions, Firm Reviews, Tips, ...)
Forum rules
Anonymous Posting

Anonymous posting is only appropriate when you are revealing sensitive employment related information about a firm, job, etc. You may anonymously respond on topic to these threads. Unacceptable uses include: harassing another user, joking around, testing the feature, or other things that are more appropriate in the lounge.

Failure to follow these rules will get you outed, warned, or banned.
Anonymous User
Posts: 327317
Joined: Tue Aug 11, 2009 9:32 am

Can I download my firm's estate planning forms and use them myself?

Postby Anonymous User » Sat May 20, 2017 6:01 pm

I have a family, but I'm young, I have nothing complex in terms of assets. I can hire an attorney in a decade when I have more to think about. In the meantime, is it unethical or would my firm be unhappy if I were to take my firm's estate planning forms and use them for myself? I dabbled in estate planning before picking my current practice area, so I would have no problem adapting the forms for my situation.


User avatar
PeanutsNJam

Gold
Posts: 4577
Joined: Tue Jul 10, 2012 1:57 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby PeanutsNJam » Sat May 20, 2017 8:03 pm

You could probably find some adequate stuff on practical law

Anonymous User
Posts: 327317
Joined: Tue Aug 11, 2009 9:32 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Anonymous User » Sat May 20, 2017 8:03 pm

nah, i say go for it

Anonymous User
Posts: 327317
Joined: Tue Aug 11, 2009 9:32 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Anonymous User » Sat May 20, 2017 9:24 pm

I have done this. Not that big of a deal i don't think.

Anonymous User
Posts: 327317
Joined: Tue Aug 11, 2009 9:32 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Anonymous User » Sat May 20, 2017 11:26 pm

Do it.

User avatar
Mr. Fancy

Silver
Posts: 630
Joined: Fri Oct 10, 2008 7:22 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby Mr. Fancy » Sun May 21, 2017 12:34 am

Yes, 100%

User avatar
Vincent Adultman

Silver
Posts: 1097
Joined: Thu May 04, 2017 2:08 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Vincent Adultman » Sun May 21, 2017 12:49 am

Partner: "How dare you use our forms! We plagiarized those from a very reliable law firm, who in turn plagiarized them from another reputable law firm! You're fired!"

User avatar
SmokeytheBear

Silver
Posts: 924
Joined: Wed Jun 15, 2016 1:40 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby SmokeytheBear » Sun May 21, 2017 1:50 am

You're technically taking your firms IP. And I'm guessing there is a provision in your associate handbook that says you can't use the firm's forms or documents for non-client related use.

So the right answer is "no."

Longtimecoming19

Bronze
Posts: 133
Joined: Mon Jul 07, 2014 7:19 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby Longtimecoming19 » Sun May 21, 2017 2:19 am

Why not just ask a partner? If they say no, you'll be glad you checked, and if they say yes, you've covered your ass if there's a problem in the future.

User avatar
FullRamboLSGrad

New
Posts: 75
Joined: Thu May 07, 2015 6:47 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby FullRamboLSGrad » Sun May 21, 2017 9:44 am

I don't understand how they would even find out? If your will was probated?

haus

Gold
Posts: 3894
Joined: Wed Aug 18, 2010 11:07 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby haus » Sun May 21, 2017 10:18 am

FullRamboLSGrad wrote:I don't understand how they would even find out? If your will was probated?

But if you spouse is attempting to further your earnings in a weekend at Bernie's type scenario and the firm sees in probate that you had used their forms your spouse might not get your annual bonus for your corpse's hard work.

Npret

Gold
Posts: 1505
Joined: Mon Jan 23, 2017 11:42 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Npret » Sun May 21, 2017 10:46 am

FullRamboLSGrad wrote:I don't understand how they would even find out? If your will was probated?

I thought firm software shows who accesses the files.

User avatar
jkpolk

Silver
Posts: 1185
Joined: Thu Nov 10, 2011 10:44 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby jkpolk » Sun May 21, 2017 3:02 pm

Some firms have a "perk" where the firm's T&E department will plan your estate for free (and the associates who work on the matter will get billable credit). May not be the case for you but definitely something at my shop that not everyone knows about. Also lol @ calling the firm's forms the firm's "IP". Maybe, maybe not.

User avatar
FullRamboLSGrad

New
Posts: 75
Joined: Thu May 07, 2015 6:47 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby FullRamboLSGrad » Sun May 21, 2017 3:17 pm

Npret wrote:
FullRamboLSGrad wrote:I don't understand how they would even find out? If your will was probated?

I thought firm software shows who accesses the files.

I guess but even then I know I scour my firm's system for examples of things all the time.

Npret

Gold
Posts: 1505
Joined: Mon Jan 23, 2017 11:42 am

Re: Can I download my firm's estate planning forms and use them myself?

Postby Npret » Sun May 21, 2017 3:53 pm

FullRamboLSGrad wrote:
Npret wrote:
FullRamboLSGrad wrote:I don't understand how they would even find out? If your will was probated?

I thought firm software shows who accesses the files.

I guess but even then I know I scour my firm's system for examples of things all the time.

Yes OP should check. My firm did estate planning for me. It shouldn't be an issue.

User avatar
Mickfromgm

Bronze
Posts: 144
Joined: Thu Apr 20, 2017 11:40 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby Mickfromgm » Sun May 21, 2017 9:33 pm

Martin Brody wrote:Partner: "How dare you use our forms! We plagiarized those from a very reliable law firm, who in turn plagiarized them from another reputable law firm! You're fired!"


Lol, so true.

User avatar
Mickfromgm

Bronze
Posts: 144
Joined: Thu Apr 20, 2017 11:40 pm

Re: Can I download my firm's estate planning forms and use them myself?

Postby Mickfromgm » Sun May 21, 2017 9:35 pm

Npret wrote:
FullRamboLSGrad wrote:I don't understand how they would even find out? If your will was probated?

I thought firm software shows who accesses the files.


Absolutely -- any application of this ilk keeps track of who and when a document was viewed, opened, edited, duped, etc. That's how a lot of lawyers go to jail for insider trading . . . ;) The trick is to just preview . . . . at least back in the day. lol
Last edited by Mickfromgm on Mon May 22, 2017 6:56 am, edited 1 time in total.

User avatar
Desert Fox

Diamond
Posts: 18290
Joined: Thu Sep 04, 2014 4:34 pm

DF Thread

Postby Desert Fox » Sun May 21, 2017 9:48 pm

DF Thread



Return to “Legal Employment�

Who is online

The online users are hidden on this forum.