Financial Agreements
Payment plans, installment agreements, fee structures, and investment contracts
Payment Plan Agreement (Canada)
Create a structured payment plan under Canadian law. Compliant with Criminal Code interest rate limits and Interest Act disclosure requirements.
Royalty Agreement (Canada)
Create a Canadian Royalty Agreement for intellectual property licensing with royalty payments. Covers Copyright Act moral rights, Patent Act, Trademarks Act, GST/HST on royalties, Part XIII withholding tax, and CRA reporting obligations.
Fee Agreement
Create a professional Fee Agreement with our free online generator. This legally binding document establishes the compensation terms between a service provider and a client. Covers fee structure (hourly, flat fee, contingency, or retainer), payment schedule, billing procedures, expense reimbursement policies, late payment penalties, scope of services included, additional charges for out-of-scope work, and termination provisions. Commonly used by attorneys, consultants, accountants, architects, and other professionals. Protects both parties by clearly defining financial expectations and payment obligations upfront. Customize with guided form fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act and UETA. No registration required. Valid in all US states.
Investment Agreement
Create a professional Investment Agreement with our free online template. This comprehensive legal document formalizes the relationship between an investor and a business or individual receiving funds. It covers the investment amount, ownership percentage or equity stake, expected returns, profit distribution schedule, management rights, exit strategy provisions, and dispute resolution procedures. Protect both parties with clear terms governing the use of invested capital and reporting obligations. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act and UETA. No account required. Valid in all US states.
Loan Agreement Payment Plan
Create a professional Loan Agreement with Payment Plan using our free online generator. Structure your loan with a detailed repayment schedule including installment amounts, due dates, interest calculations, and grace periods. Define consequences for missed payments, late fees, and acceleration clauses. Suitable for personal loans, business financing, and debt restructuring arrangements. Preview in real time and download as PDF or Word. Electronic signature support included. Compliant with state usury laws across all 50 US states. Ideal for formalizing any lending arrangement with structured payments.
Promissory Note — Quebec (Billet à ordre)
Create a legally valid Quebec promissory note (billet à ordre) under the Bills of Exchange Act (R.S.C. 1985, c. B-4) and arts. 1553 et seq. of the Code civil du Québec. This document formalizes the maker's unconditional promise to pay a specified sum to the payee, with options for simple or compound interest, lump-sum or installment repayment, optional guarantor (caution), and transferability/negotiability clauses. Includes prescription interruption under art. 2331 CCQ and criminal interest rate compliance. Download as PDF or Word.
Suretyship Agreement (Quebec)
Create a legally compliant Quebec suretyship agreement (contrat de cautionnement) under articles 2333 to 2366 of the Civil Code of Quebec. This document allows a surety (caution) to guarantee the obligation of a principal debtor toward a creditor. The template covers both simple and solidary suretyship, maximum guaranteed amounts, conditions for release, subrogation rights, and notice of default provisions. All clauses comply with Quebec civil law requirements including the good faith obligation under art. 1375 CCQ.
Assignment of Claim (Quebec)
Create a legally compliant Quebec assignment of claim (cession de créance) under articles 1637-1646 of the Civil Code of Quebec. This document transfers a creditor's claim against a debtor to a third party (the assignee), including all accessories of the claim. The template covers the description of the assigned claim, consideration, assignor warranties on existence and solvency, notification requirements to the debtor under arts. 1641-1642 C.c.Q., and effects of the assignment on all parties involved.
Insurance Contract (Quebec)
Create a Quebec insurance contract governed by the Code civil du Québec (arts. 2389-2628). This contract establishes the insurance relationship between insurer and insured, covering risk declaration obligations (art. 2408), coverage terms, premiums, deductibles, and claims procedures. Drafted in French with Quebec-specific provisions including the utmost good faith duty critical in insurance law and subrogation rights (art. 2474).
Credit-Bail (Leasing Agreement) — Quebec
Create a legally compliant Quebec crédit-bail (leasing) agreement under arts. 1842-1850 of the Code civil du Québec. This financial leasing contract covers the creditor-lessor's acquisition of property from a third-party supplier designated by the lessee, detailed rental payment schedule, risk and insurance allocation (art. 1846 CCQ), lessee's guarantees from the supplier (art. 1845 CCQ), optional purchase option at lease end, early termination provisions (art. 1849 CCQ), default and repossession remedies (art. 1850 CCQ), RDPRM registration, and bonne foi obligation (art. 1375 CCQ). Download as PDF or Word.
Pledge Contract (Quebec)
Create a legally compliant Quebec pledge contract (contrat de gage) under articles 2665-2692 of the Civil Code of Quebec. This document formalizes the pledge of movable property as security for an obligation, requiring physical delivery (dépossession) to the creditor or a third-party custodian. The template covers pledged property description and valuation, secured obligation details, custody and conservation obligations, conditions for realization and sale, return conditions, and applicable Quebec civil law provisions on hypothecary rights.
Indemnification Agreement (Quebec)
Create a legally compliant Quebec indemnification agreement (convention d'indemnisation) under articles 1457-1469 of the Civil Code of Quebec governing civil liability. This document formalizes one party's commitment to indemnify, defend, and hold harmless another party against specified losses, damages, claims, legal costs, and liabilities. Covers the scope of indemnification, exclusions, monetary caps, claims procedure, insurance requirements, and good faith obligations under CCQ art. 1375.
Private Mortgage Loan Agreement (Quebec)
Create a legally compliant Quebec private mortgage loan agreement (convention de prêt hypothécaire privé) governed by the Civil Code of Quebec. This document formalizes a private loan secured by an immovable hypothec under CCQ arts. 2660-2802, covering the loan amount, interest rate, repayment terms, hypothecated property description with cadastral details, hypothec rank and publication requirements under CCQ art. 2663, hypothecary remedies under CCQ arts. 2748-2795 (taking in payment, forced sale, sale by agreement, administrative possession), insurance and maintenance obligations, and co-borrower provisions.
Insurance Claim Declaration (Quebec)
Create a legally compliant Quebec insurance claim declaration (déclaration de sinistre) under CCQ arts. 2470-2477. This document formally notifies an insurer of a loss event (fire, water damage, theft, automobile accident, liability claim, etc.), fulfilling the insured's legal obligation to declare losses promptly under article 2470 C.c.Q. The template covers insured and insurer identification, policy details, complete loss description, estimated damages, third party information, emergency measures taken under CCQ art. 2471, documentary evidence attached, subrogation notice under art. 2474 C.c.Q., good faith attestation under art. 1375 C.c.Q., and the insured's legal rights under Quebec insurance law.
Payment Agreement (Quebec)
Create a legally compliant Quebec payment agreement (entente de paiement) under articles 1553 to 1568 of the Civil Code of Quebec governing payment of obligations. This document establishes a structured installment plan for repayment of an existing debt, including payment schedule, interest on late payments, grace period, acceleration clause, and default provisions. The template ensures compliance with Quebec civil law including the good faith requirement under art. 1375 CCQ and the rules on imputation of payments under art. 1570 CCQ.
Personal Guarantee (Quebec)
Create a legally valid Quebec personal guarantee (garantie personnelle / cautionnement) under CCQ arts. 2333-2366. Under Quebec civil law, suretyship is express and specific (art. 2335). Choose between simple suretyship (with right of discussion and division, arts. 2347-2350) or solidary suretyship (waiving those rights, art. 2352). Covers maximum guaranteed amount, duration, conditions for calling the guarantee, guarantor's subrogation rights (art. 2360), and termination under art. 2362. Download as PDF or Word.
Shareholder Loan Agreement (Quebec)
Create a legally valid Quebec shareholder loan agreement (convention de prêt d'actionnaire) under CCQ arts. 2312-2332 and the Income Tax Act (Canada) s.15(2). Critical for tax compliance — undocumented shareholder loans are treated as taxable shareholder benefits by CRA/Revenu Québec. Covers loan direction (corporation to shareholder or shareholder to corporation), interest at the CRA prescribed rate, board resolution reference, repayment terms, security, subordination, and full tax disclosure. Download as PDF or Word.
Memorandum of Understanding / Protocol of Agreement (Quebec)
Create a legally compliant Quebec memorandum of understanding (protocole d'accord / MOU) under articles 1377-1456 of the Civil Code of Quebec governing obligations and contracts. This document formalizes the intentions, mutual commitments, and framework for cooperation between two parties before entering into a definitive agreement. Covers party identification, purpose and background, commitments of each party, confidentiality, intellectual property ownership, binding nature, duration, and termination provisions under Quebec civil law and article 1375 CCQ (good faith).
Release / Discharge (Quebec)
Create a legally compliant Quebec release and discharge (quittance) under articles 1687-1692 and 1553 of the Civil Code of Quebec. This document formally releases a debtor from an obligation after payment has been received by the creditor. The template covers the original obligation description, payment confirmation, scope of release (full or partial), waiver of future claims, discharge of registered securities, and applicable Quebec civil law provisions including good faith requirements.
Family Loan Agreement (Quebec)
Create a legally valid Quebec family loan agreement (reconnaissance de dette familiale) under CCQ arts. 2312-2332. This document formalizes a loan between family members, sets the interest rate at or above the CRA prescribed rate to avoid income attribution rules under ITA s.56(4.1) and s.74.1, and covers repayment schedule, prepayment, collateral, and default terms. Download as PDF or Word.
Debt Acknowledgment (Quebec)
Create a legally compliant Quebec debt acknowledgment (reconnaissance de dette) under articles 1553-1568 and 2331 of the Civil Code of Quebec. This document formalizes a debtor's written acknowledgment of owing a specific sum to a creditor, detailing the principal amount, origin of debt, interest rate, repayment schedule, default conditions, and any guarantees or security. The acknowledgment interrupts prescription and serves as prima facie evidence of the obligation under Quebec civil law.
Cash Payment Receipt (Quebec)
Create a legally compliant Quebec cash payment receipt (reçu de paiement en espèces) under CCQ articles 1553 and 1568. Cash payments leave no electronic trace, making a properly drafted receipt essential evidence of the transaction. This document identifies both parties, confirms the exact amount received, specifies the payment purpose, handles partial payments with remaining balances, includes optional GST/QST tax disclosure, and constitutes a valid quittance under the Civil Code of Quebec. Essential for landlords, service providers, and any party receiving cash payments.
Payment Receipt (Quebec)
Create a legally compliant Quebec payment receipt (reçu de paiement) under articles 1553 and 1568 of the Civil Code of Quebec. This document serves as formal written proof that a payment has been received, identifying both the payer and payee, the exact amount paid, the date and method of payment, the purpose of the payment, and whether the payment is full or partial. The receipt constitutes a quittance within the meaning of CCQ and protects both parties in any subsequent dispute.
Settlement Agreement (Transaction) — Quebec
Quebec settlement agreement (transaction) governed by articles 2631–2637 of the Code civil du Québec. Includes mutual concessions, full and final release, optional monetary payment, confidentiality clause, and discontinuation of pending proceedings. Has the authority of res judicata under art. 2633 CCQ.
Personal Loan Agreement (England & Wales)
Create a personal loan agreement between two individuals (friends, family members, or private parties) valid under the laws of England and Wales. This template covers: loan amount in GBP, interest-free or fixed interest rate options, repayment by lump sum or monthly instalments, late payment fee provisions, optional early repayment clause, optional collateral/security over personal property, optional witness block, and events of default under the Insolvency Act 1986. Confirms the loan is not a regulated credit agreement under the Consumer Credit Act 1974. Governing law: England and Wales. Download as PDF or Word.