Guide to Form Books

by Brenda Jones, Reference Librarian
(bljones@samford.edu)

 

Encyclopedic Form Books | Selected Form Books by Subject | Alabama Form Books |


 
Standard forms are helpful practice aids for lawyers and effective training tools for law students. Some jurisdictions require use of official forms in certain circumstances. Most forms, however, are mere guidelines. Proper use requires legal expertise. Local laws vary. The careful drafter must choose the right form, verify its accuracy and completeness, update it for changes in the law, and tailor it to a particular case or jurisdiction. Never use forms blindly. The importance of applying independent legal judgement cannot be overemphasized.

Perhaps the best tool for finding form books in Cumberland’s Law Library is the online catalog. To retrieve general form books, try a call number search for form book or a subject search for forms law. For focused resources, use more specific categories. For example, a quick subject search for instructions to juries yields a list of sources for pattern jury instructions. Experiment with keyword searches combining terms like forms, drafting, structuring, pattern, checklists, or clauses with appropriate subject indicators such as wills, bankruptcy, contracts, or other descriptors. To find books with companion computer disks, add the term disk or disks to your search query. In turn, combining search queries with geographic names retrieves state-specific form books, for example forms Georgia or forms Alabama.

Publishers compile model forms in many formats. Some form books focus on specific jurisdictions or subjects. Others are encyclopedic collections covering a broad range of topics. Treatises may include forms along with analysis of the law. In Cumberland’s Law Library, the following selected resources may be good starting points for drafting legal documents or pleadings. Books in the Practice Section, Reference, or Reserve are all found on the library’s first floor. Treatises are on the second floor shelved by call number. Tax materials are on the lower level in call number order. Looseleafs are on the lower level, shelved alphabetically by publisher, then by title.



ENCYCLOPEDIC FORM BOOKS

 
American Jurisprudence Pleading and Practice Forms Annotated [Practice Section]
      This multi-volume set compiles litigation forms like complaints or motions for use in both federal and state judicial and administrative proceedings.
American Jurisprudence Legal Forms 2d. [Practice Section]
     This set is helpful for preparing transactional documents like contracts or deeds. Accompanying checklists, drafting guides, annotations, and tax notes are particularly noteworthy.
Federal Procedural Forms, Lawyers Edition [Practice Section]
      Keyed to federal practice, these forms cover civil, criminal, and administrative matters.
West’s Legal Forms [Practice Section]
     Arranged by substantive area, these forms cover both transactional and litigation-oriented matters.
West’s Federal Forms [Practice Section]
     These forms are geared to practice before federal courts including the U.S. Supreme Court, courts of appeals, district courts, bankruptcy, and admiralty courts.
Current Legal Forms: With Tax Analysis [KF170.R3 - Treatises]
     A comprehensive transactional guide edited by Rabkin and Johnson, this 33-volume set covers a broad range of business topics. 



SELECTED FORM BOOKS BY SUBJECT

Bankruptcy | Business Organizations | Criminal Law | Discovery | Family Law | Federal Practice
| Intellectual Property |Premises Liability | Tax | Uniform Commercial Code | Wills & Trusts


 
 

Bankruptcy 
Collier on Bankruptcy, 15th ed. rev. at Volumes 11, 12 and 13   [KF1524.C6 1996 - Treatises]
Norton Bankruptcy Law and Practice 2d at Volumes 10 and 11    [KF1524.N67 - Treatises]

 Business Organizations 
Balotti, The Delaware Law of Corporations and Business Organizations, 3d ed.  [KFD213.B35 1998 - Treatises]
Fletcher, Corporation Forms Annotated, 4th ed. rev.    [KF1411. F55 - Treatises]
Hyman, Corporation Forms, Warren, Gorham, and Lamont    [Looseleaf Section]

 Criminal Law 
Arkin, Business Crime: Criminal Liability of the Business Community    [KF9350.B87 - Treatises]
Bailey, Complete Manual of Criminal Forms, 3d ed.    [KF9616.B252 1993 - Treatises]

 Discovery 
Bender’s Forms of Discovery   [KF8900.A3 B4 - Treatises]
Danner, Pattern Discovery:Employment Discrimination, 2d ed.    [KF8900.D32 1993 - Treatises]
Danner, Pattern Discovery: Motor Vehicles, 3d ed.    [KF8900.D317 1994 - Treatises]
Danner, Medical Malpractice: Checklists and Discovery   [KF8900.D327 1994 - Treatises]
Danner, Pattern Discovery: Tort Actions, 3d ed.    [KF8900.D333 1994 - Treatises] 
Danner, Pattern Discovery: Products Liability, 3d ed.    [KF8900.D328 1995 - Treatises]

 Family Law 
Felder, Encyclopedia of Matrimonial Clauses (with disk)   [KF533.5.F45 - Treatises]
Lindey and Parley on Separation Agreements and Antenuptial Contracts, 2d ed.  [KF529.L5 1999 - Treatises] 

 Federal Practice 
Nichols Cyclopedia of Federal Procedure, 3d ed.    [KF8840.C9 1951 Forms - Treatises]
O’Connor’s Federal Forms, Civil Trials: Federal Trial Forms    [KF8816.A24 - Reserve]

 Intellectual Property 
Lindey on Entertainment, Publishing, and the Arts: Agreements and the Law, 2d ed.   [KF2992 L5 1980 - Treatises] 
Nimmer on Copyright at Volumes 5 and 6   [KF2991.5.N5 - Treatises]
Raysman, Computer Law: Drafting and Negotiating Forms and Agreements    [KF390.5.C6 R3 - Treatises]

 Premises Liability 
Landau, Martin, and Thomas, Premises Liability [KF1325 P3 L35 - Treatises] 

 Tax 
RIA’s Complete Federal Tax Forms   [KF6286.R53 - Taxation]
McGaffey Legal Forms with Tax Analysis: Business Transactions and Estate Planning   [KF6450.A65 M33 - Taxation]

 Uniform Commercial Code 
Alces, Uniform Commercial Code Transactions Guide: Analysis and Forms    [KF890.U53 - Treatises]
Betsos, Modern UCC Litigation Forms   [KF886.B35 - Treatises]
Hart, Forms and Procedures Under the Uniform Commercial Code   [KF890.H35 - Treatises]
Nelson, Uniform Commercial Code Legal Forms, 3d ed.    [KF886.N45 1994 - Treatises]
Nelson, Uniform Commercial Code Pleading and Practice Forms, 3d ed.    [KF8836.N45 1994 - Treatises]

 Wills and Trusts 
Murphy’s Will Clauses   [KF755.A65 M8 - Treatises]
Wilkins, Drafting Wills and Trust Agreements, 3d ed.    [KF748.1.W55 1995 - Treatises]
Will and Trust Form Book for Business and Estate Planning, 2001 - 2002 ed.    [KF748.1.W55 2001 - Reserve]



SELECTED ALABAMA FORM BOOKS

Multiple Topics | Business Organizations | Civil Procedure | Collections | Criminal Practice | Family Law | Insurance
| Jury Instructions | Leases | Municple Court Practice | Property Law | Security Interests | Torts 
| Wills, Trusts & Estates | Workers' Compensation

 
Appendices to court rules provide a ready source for state-specific forms. For example, scan the forms issued with Alabama Rules of Civil Procedure, Criminal Procedure, Appellate Procedure, and other court rules. Be certain to read accompanying notes and comments. Find Alabama court rules with forms in Volumes 23 and 23A of the Alabama Code. For a handy finding aid, consult Michie’s Ready Reference Index to the code under subject heading "Forms." Multiple copies of the code are available on the first floor in the Reference, Alabama, and State Code sections and on the third floor in the Alabama Practice section. In addition, current soft-cover rules pamphlets are in Reference or Reserve at KFA529.

For other Alabama forms, consider the following books in the library’s collection. Some compile model forms without analysis of the law. Many books, however, are treatises that incorporate forms or practice guides along with discussion of the substantive law. Forms are designed for experienced attorneys. Use care in selecting, verifying, tailoring, and updating forms.

Multiple Topics 
Howell, Alabama Civil Practice Forms, 3d ed. [KFA530.A65 H6 1997 - Reserve]
     This two-volume set covers both litigation and transactional matters. Coverage includes general pleadings, probate, domestic relations, execution, levy, garnishment, business organizations, real estate, wills, trusts, damages, law office administration, judgments, orders, motions, and discovery.
McCurley, Alabama Law Office Practice Deskbook, 9th ed. [KFA77.M3 2000 - Reserve]
     Sample forms cover a wide range of topics like attorney-client relationships, criminal law, UCC, collections, detinue, garnishment, real estate, family law, business organizations, administration of estates, probate of wills, and bankruptcy. 
Southeast Transaction Guide: Florida, Georgia, Alabama [KF1410.S6 - Reference]
     Analysis of the law is enhanced with forms covering business organizations, estate planning, wills, trusts, business transactions, real estate, sales, financing, conveyances, construction, leasing, personal transactions, adoption, marital agreements, and other topics. For a quick guide, see Index topic "Forms."

 Business Organizations 
Anders, Alabama Limited Liability Company: Forms and Practice Manual      [KFA207.5.A65 A532 - Reference]
Wilson, Alabama Business Corporation Law Guide at Chapter 8    [KFA213.W542 - Reference] 

 Civil Procedure, Pleading and Discovery 
Hoffman, Alabama Civil Procedure , 2d ed. rev.    [KFA530.H65 2001 - Reference]
Hood, Alabama Pleading, Practice and Legal Forms: Rules of Civil Procedure, 3d ed. [KFA50.A65 H64 2003 - Reserve]
Lyons, Alabama Rules of Civil Procedure Annotated, 3d ed. at Volume 2, Appendix I   [KFA529.A315 L9 1996 - Reserve and Reference]
Smith, Alabama and Federal Complaint Forms   [KFA533.A65 S64 - Reserve]
Smith, Alabama and Federal Motion Forms   [KFA535.A65 S4 - Reserve]
Smith, Alabama and Federal Order and Judgment Forms    [KFA544.A65 S4 - Reserve]
Smith, Alabama and Federal Plaintiff Discovery Forms    [KFA537.A65 S4 - Reserve]
Smith, Forms Under Alabama Rules of Civil Procedure    [KFA530.A65 S6 - Reference]

 Collections 
Jeffries, Collection of Accounts: The Law in Alabama at Part II    [KFA167.C6 J44 - Treatises]

 Criminal Practice 
Hood, Alabama Criminal Trial Practice Forms, 4th ed.    [KFA575.A65 H65 2001 - Treatises]
Maddox, Alabama Rules of Criminal Procedure, 3d ed. at Volume 2, Appendix I   [KFA529.A22 1999 - Reference]

 Family Law 
Alabama Divorce Systems Manual, 3d ed.   [KFA100.G7 1997 - Reserve]
Davis, Alabama Divorce, Alimony and Child Custody Hornbook, 3d ed. at Chapter 4   [KFA100.M285 1993 - Reference]
Fernambucq, Family Law in Alabama: Practice and Procedure, 3d ed.   [KFA94.5.A65 F35 2002 - Reference]

 Insurance 
Alabama Regulations: Department of Insurance (NILS) (See Index topic"Forms (Documents)")   [KFA185.A4 - Reference]
Alabama Related Regulations (NILS) (See Index topic "Forms (Documents)")   [KFA185.A42 -Reference]

 Jury Instructions 
Alabama Pattern Jury Instructions - Civil, 2d ed.    [KFA542.A9 1993 -Reference]
Alabama Pattern Jury Instructions - Criminal, 3d ed.    [KFA583.P3 1994 - Reference]

 Leases 
Skinner, Alabama Residential, Commercial & Mineral Lease Law    [KFA117 S65- Reference]

 Municipal Court Practice 
Bishop, Municipal Courts: Practice and Procedure in Alabama, 3d ed. at Appendix: Forms   [KFA518.B55 1999 - Reference]

 Property Law 
Evans, Alabama Property Rights and Remedies, 2d ed. (See Index topic "Forms")   [KFA112.E94 1998 - Reference]
McCurley, Real Estate Handbook: Land Laws of Alabama, rev. 7th ed.    [KFA112.M33 2001 - Treatises]

 Security Interests 
Jeffries, Enforcement of Security Interests in Personal Property: The Law in Alabama, at Chapter 18 [KFA175.J44 - Treatises]

 Torts 
Jeffries, Wrongful Death Actions: The Law in Alabama, Supplement at Chapter 16   [KFA197.D25 J4 - Treatises]
Roberts, Alabama Tort Law, 3d ed.    [KFA195.R65 2000 - Reference]

 Wills, Trusts and Estates 
How to Administer Estates in Alabama, 2d ed. at Appendix [KFA147.H68 1987 - Reference]

 Workers’ Compensation 
Lee, Alabama Workers’ Compensation Law and Handbook    [KFA342.L35 - Reference]
Hood, Alabama Workers’ Compensation: With Forms, 4th ed. at Chapter 13   [KFA342.A65 H66 1998 - Reference]

Updated: October 14, 2003