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How can you document agreements and even conversations without alienating other? What is and isn’t court admissible should you have to go to court? We can help!

How important is it to document dealings you have with other people?

From family members to perfect strangers, you should take the opportunity to get any and all agreements in writing for a number of reasons. You might find yourself weeks, months or years into the future, trying to remember what agreement — if any — was in place.

One or the other of you might lose a document or perhaps even pass away — rendering whatever agreement you might have had with another at risk simply due to the fact that the paper trail was lost.

How many times have you spoken to a customer service representative and reconciling an issue only to find another, later, insisting that the conversation you had with the previous representative was never documented and, subsequently, is unenforceable?

These issues happen — and a wise consumer recognizes this fact and documents things accordingly, so that should there be a question, there is something to substantiate your allegations.

Forgetful people forget. Liars lie. Cheaters cheat. It’s simply a fact of life.


Don’t make the mistake of believing you are conveying distrust simply by documenting your agreements. There are many ways to do this without alienating others that will protect you — and your interests — going forward.

Need more information? Call us today. Never a fee.