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Are these legal templates updated for 2026?

Yes. Forms Legal reviews all legal templates against current statutory references and amends them when laws change. Major updates include the German NachwG 2022 reform, EU AI Act 2025 references, US Privacy framework changes, and per-jurisdiction tax-year refreshes. The "Last reviewed" date is shown at the top of each template page.

Legal Documents for United States

Create free legal documents tailored to United States law. All templates comply with local legislation.

Legal System

Common law system based on federal and state constitutions, statutes, and case law. Contract law is primarily governed at the state level, with the Uniform Commercial Code (UCC) providing consistency across states.

Business (50 of 191)

Acceptable Use Policy

Define permitted and prohibited uses of your organization's IT systems, networks, and digital resources with this US Acceptable Use Policy. Covers computer use, internet access, email, data handling, and disciplinary consequences under applicable law.

Agency Agreement

Define the terms under which an agent acts on behalf of a principal

Angel Investor Agreement

Structure an early-stage investment between a startup and an angel investor with this US Angel Investor Agreement. Covers investment amount, equity or convertible note terms, representations, rights, and investor protections under US securities law.

Anti-Bribery and Corruption Policy

Establish rules to prevent bribery and corruption in your organization

Arbitration Agreement

Agree to resolve disputes through private arbitration instead of court

Articles of Incorporation

Formally register a new corporation with the state government

Articles of Organization (LLC)

Form a Limited Liability Company in any US state with this Articles of Organization template. Covers company name, registered agent, management structure, member information, and purpose as required by state LLC statutes.

Assignment Agreement

Transfer contractual rights and obligations from one party to another

Assignment Agreement - Invention

Transfer ownership rights of an invention to another party

IP Assignment Agreement

Transfer intellectual property rights from one party to another

Trademark Assignment Agreement

Transfer trademark ownership rights from one party to another

Auto Repair Agreement

Document vehicle repair services, parts, and payment terms with this US Auto Repair Agreement. Covers vehicle description, scope of work, estimate authorization, labor rates, warranty, and mechanic's lien rights under applicable state law.

Barter Agreement

Create a legally binding Barter Agreement for exchanging goods or services without money. This template covers item descriptions, valuations, exchange terms, warranties, and governing law under US contract principles.

Bill of Lading

Document the shipment of goods and serve as receipt of cargo

Bill of Sale for Business

Record the sale and transfer of business assets to a new owner

Board Resolution

Record a formal decision made by a company's board of directors

Brand Ambassador Agreement

Establish clear terms with your brand ambassador using this US-compliant agreement. Covers promotion duties, compensation, exclusivity, social media guidelines, IP rights, FTC disclosure requirements, and termination.

Brand Licensing Agreement

License your brand, trademark, or logo to a third party with this US Brand Licensing Agreement. Defines the licensed marks, territory, permitted uses, royalty structure, quality control standards, and term of license.

Broker Agreement

Define the relationship between a broker and principal with this US Broker Agreement. Covers broker authority, commission structure, exclusivity, duties of care, and termination under applicable state law.

Business Associate Agreement

Set privacy and data protection terms with a business partner

Business Contract

Define the terms and obligations for a business arrangement between parties

Buyout Agreement

Formally transfer an owner's interest in a business with this US Buyout Agreement. Records the purchase price, payment terms, representations and warranties, release of claims, and transition obligations when one owner buys out another.

BYOD Policy (Bring Your Own Device)

Establish rules for employee use of personal devices for work with this US BYOD Policy. Covers acceptable use, security requirements, MDM enrollment, data ownership, privacy expectations, and disciplinary consequences.

Cancellation Policy

Protect your service business from last-minute cancellations with this US Cancellation Policy. Establishes notice requirements, cancellation fees, refund terms, rescheduling rules, and no-show charges for appointments and bookings.

Carpet Cleaning Contract

Formalize carpet cleaning services with this US Carpet Cleaning Contract. Covers rooms and areas to be cleaned, cleaning method, stain treatment, price, payment terms, liability limitations for pre-existing damage, and satisfaction guarantee terms.

Cease and Desist Letter

Demand that a party stop unlawful or harmful activity immediately

Cease and Desist Letter — Trademark Infringement

Demand that an infringer stop unauthorized use of your trademark with this US Trademark Cease and Desist Letter. Asserts trademark ownership, identifies infringing use, demands cessation, and warns of litigation consequences.

Certificate of Dissolution

Formally dissolve a US corporation or LLC with this Certificate of Dissolution. Documents the vote to dissolve, winding-up status, and compliance with state filing requirements.

Certificate of Good Standing Request

Request a Certificate of Good Standing from a US state agency for a corporation or LLC. Identifies the entity, confirms registration details, and specifies the purpose of the request.

Coaching Agreement

Define the scope and terms of a professional coaching engagement with this US Coaching Agreement. Covers coaching services, session schedule, fees, confidentiality, and liability limitations.

Collaboration Agreement

Set terms for a joint project between two or more parties

Commission Agreement

Define commission rates, payment terms, and sales obligations

Formal Complaint Letter

Submit a formal written complaint to a business or organization

Consignment Agreement

Set terms for selling goods on behalf of the original owner

Construction Contract

Define terms for a construction project including scope and payment

Construction Completion Certificate

Certify that construction work has been completed as specified

Construction Contract Change Order

Authorize changes to the original construction contract scope and cost

Consulting Contractor Agreement

Hire a consulting contractor with defined scope and payment terms

Content License Agreement

License text, images, video, audio, or digital content to third parties with this US Content License Agreement. Covers license scope, exclusivity, royalties, attribution, permitted uses, prohibited uses, and termination under US copyright law.

Contract Extension Agreement

Extend the duration of an existing contract beyond its original term

Contract Termination Letter

Formally notify the other party that a contract is ending

Cookie Policy

Disclose your website's cookie practices with this US Cookie Policy. Covers types of cookies used, purposes, third-party cookies, user opt-out rights, and compliance with CCPA, CalOPPA, and applicable state privacy laws.

Copyright Registration

Corporate Bylaws

Establish internal rules governing corporate operations and management

Corporate Minutes

Document board of directors or shareholder meeting decisions with this US Corporate Minutes template. Records meeting date, attendees, quorum, resolutions, votes, and officer actions as required by state corporation law.

Cost Sharing Agreement

Allocate shared expenses between companies or individuals with this US Cost Sharing Agreement. Covers cost allocation methodology, eligible costs, billing procedures, audit rights, and termination compliant with IRS transfer pricing and Treasury regulations.

Cross-Purchase Agreement

Establish a binding buy-sell arrangement among business co-owners with this US Cross-Purchase Agreement. Covers triggering events, valuation methods, funding via life insurance, payment terms, and transfer restrictions under applicable state law.

Data Breach Notification Policy

Establish a formal internal policy for responding to and notifying affected parties of data breaches. Covers detection, containment, assessment, notification timelines, and regulatory reporting obligations under US state breach notification laws.

Data Processing Agreement

Define how a processor handles personal data on your behalf

Data Retention Policy

Set rules for how long the company stores different data types

See all 191 Business templates →

Real Estate (50 of 113)

Lease Assignment Agreement

Transfer your lease rights and obligations to a new tenant

Bill of Sale — Manufactured Home

Transfer ownership of a manufactured or mobile home with this US Manufactured Home Bill of Sale. Records HUD label number, title information, purchase price, and lien status for a complete ownership transfer record.

Boundary Line Agreement

Resolve or confirm a disputed or ambiguous property boundary with this US Boundary Line Agreement. Establishes the agreed boundary line between adjoining parcels, reducing future disputes and enabling recording in the county land records.

Buyer Agent Agreement

Formalize your relationship with a real estate buyer's agent using this US Buyer Agent Agreement. Defines the agent's duties, the buyer's obligations, compensation structure, exclusivity, and term of representation.

Commercial Lease Agreement

Establish terms for renting commercial property to a business tenant

Commercial Purchase Agreement

Document the sale and purchase of commercial real property with this US Commercial Purchase Agreement. Covers purchase price, earnest money, due diligence, contingencies, closing conditions, and representations.

Consent to Sublease Form

Obtain landlord approval to sublease a rental property

Contract For Deed

Structure a property sale with installment payments over time

Deed Of Reconveyance

Release a property from a mortgage or deed of trust

Deed of Sale

Transfer real property ownership from seller to buyer

Deed of Trust

Secure a real estate loan with this US Deed of Trust. Transfers title to a neutral trustee as security for a promissory note, covering property description, loan terms, borrower covenants, power of sale, and trustee authority under applicable state law.

Demand Letter \u2014 Notice to Remove Personal Property

Demand removal of personal belongings from your property

Early Termination Of Lease Agreement

End a lease before its scheduled expiration date

Non-Renewal Lease Termination Notice

Notify that a lease will not be renewed at expiration

Easement Agreement

Grant or obtain rights to use another party's land with this US Easement Agreement. Covers access easements, utility easements, drainage easements, and easements by prescription, with provisions for recording, maintenance obligations, and termination under state property law.

Equipment Rental Agreement

Set terms for renting equipment including duration and payment

Eviction Notice

Formally notify a tenant that they must vacate the property

10-Day Eviction Notice

A 10-Day Eviction Notice (10-Day Notice to Quit or Vacate) is used in states that require a 10-day cure or vacate period for certain lease violations, including non-payment of rent and material lease breaches. Serving a legally correct notice is the mandatory first step before filing for eviction in court. Our free template covers landlord and tenant details, property address, reason for notice, amount owed, and the 10-day deadline. Download as PDF or Word.

14-Day Eviction Notice

A 14-Day Eviction Notice (14-Day Notice to Pay or Quit) is required in states with a 14-day cure period for non-payment of rent or lease violations. States using 14-day notices include Massachusetts, Connecticut, Iowa, and others. Our free template includes landlord/tenant identification, rental property address, violation description, amount owed, the 14-day deadline, and service certification. Download as PDF or Word.

3-Day Eviction Notice

Notify a tenant to pay overdue rent or vacate within three days

30-Day Eviction Notice

A 30-Day Eviction Notice (30-Day Notice to Vacate or Terminate Tenancy) is the standard notice used in most US states to terminate a month-to-month tenancy without cause, or for certain lease violations requiring a longer cure period. Required in California, Texas, Arizona, and many other states for tenancies under one year. Our free template covers all required elements including landlord and tenant details, reason, and the 30-day deadline. Download as PDF or Word.

5-Day Eviction Notice

Notify a tenant to correct a lease violation within five days

60-Day Eviction Notice

A 60-Day Eviction Notice (60-Day Notice to Vacate) is required in many states for tenants who have lived in a rental property for one year or more. California, Oregon, Nevada, and other states mandate 60-day notices for longer-term tenants. Our free template covers all legally required elements including landlord and tenant identification, property address, reason for termination, vacate deadline, and certification of service. Download as PDF or Word.

For Sale By Owner Contract

A real estate purchase and sale agreement for FSBO transactions without a real estate agent. Covers purchase price, earnest money, contingencies, closing date, and property disclosures under US state law.

Foreclosure Response / Hardship Letter

Respond to a foreclosure notice and explain financial hardship

General Warranty Deed

Transfer real property ownership with full warranty against all title defects

General Warranty Deed Special

Transfer real property ownership with limited warranty against title defects

HOA Architectural Review Application

Submit a request for HOA approval of exterior property modifications

HOA Special Assessment Notice

Notify homeowners of a special assessment levied by the HOA

HOA Board Resolution

Record a formal decision adopted by the HOA board of directors

HOA Bylaws

Establish the governing rules and procedures for a homeowners association

HOA CC&Rs

Set covenants, conditions, and restrictions governing property in a community

HOA Board Meeting Minutes

Record the proceedings and decisions of an HOA board meeting

HOA Proxy / Voting Form

Authorize someone to vote on your behalf at an HOA meeting

HOA Violation Notice

Notify a homeowner of a violation of HOA rules or covenants

Home Inspection Contingency Addendum

An addendum to a real estate purchase agreement creating an inspection contingency. Covers inspection deadline, repair request procedure, seller response options, buyer's right to withdraw, and credit alternatives.

Homestead Declaration

A Homestead Declaration protects your primary residence from forced sale by most creditors — one of the most powerful asset-protection tools available to US homeowners. By recording this declaration with your county recorder, you designate your home as a protected homestead and lock in exemption amounts under your state's law. Our free template covers owner identification, property legal description, county recording details, and notarization block. Download as PDF or Word.

Hunting Lease Agreement

Grant hunting rights on private land with a legally sound Hunting Lease Agreement compliant with US property and liability law. This template covers permitted species and seasons, number of hunters, access routes, camp rules, landowner liability limitations, insurance requirements, state hunting license obligations, and restoration requirements. Addresses landowner liability protections available under recreational use statutes in all 50 states.

Land Contract

A Land Contract (also called a Contract for Deed or Installment Sale Contract) lets a buyer purchase property directly from the seller without a traditional bank mortgage. The seller finances the sale, the buyer makes installment payments, and the seller retains legal title until the final payment. Perfect for buyers who can't qualify for conventional financing and sellers who want monthly income plus interest. Our free template covers purchase price, down payment, interest rate, payment schedule, balloon payment, default remedies, and legal title transfer. Download as PDF or Word.

Land Lease Agreement

Lease vacant land for agricultural, commercial, or recreational purposes with a Land Lease Agreement compliant with US property law and the Statute of Frauds. This template covers permitted land use, lease term, rent amount and payment schedule, improvements and structures, maintenance obligations, insurance, environmental compliance, and termination procedures. Suitable for farmland, grazing land, timber land, solar/wind energy sites, and undeveloped parcels.

Land Purchase Agreement

Document the sale and purchase of vacant land or raw acreage with this US Land Purchase Agreement covering purchase price, earnest money, due diligence, contingencies, and closing terms.

Late Rent Notice

Notify a tenant that their rent payment is overdue

Lead Paint Disclosure

Satisfy the federal Lead-Based Paint Disclosure requirement for housing built before 1978 with this disclosure form used in US real estate sales and residential leases.

Lease Addendum

Add or modify specific terms to an existing lease agreement

Pet Lease Addendum

Add pet-related rules and fees to an existing lease agreement

Condo Lease Agreement

Set the terms and conditions for renting a condominium unit

Estoppel Certificate

Confirm the current terms and status of a lease for third parties

Furnished Apartment Lease Agreement

Lease a furnished residential property with this US Furnished Apartment Lease Agreement, including a furniture and appliance inventory, condition documentation, and liability provisions.

Lease Agreement Garage

Set the terms for renting a garage or parking space

Horse Lease Agreement

Define the terms for leasing a horse for riding or care

See all 113 Real Estate templates →

Personal & Family (50 of 121)

Accident Report Form

Document the details of an accident for insurance or workplace records

Adoption Agreement

Document the terms and conditions of a private or agency-assisted pet or adult adoption arrangement with this US Adoption Agreement. Covers identifying information, responsibilities, representations, and consent under applicable state law.

Adoption Consent Form

Grant legal consent for the adoption of a child

Affidavit of Character

Provide a sworn statement attesting to an individual's good moral character for court proceedings, immigration applications, or professional licensing with this US Affidavit of Character.

Form I-864: Affidavit of Support

Sponsor an immigrant by guaranteeing financial support under oath

Affidavit of Lost Document

Declare under oath that an original document has been lost, stolen, or destroyed with this US Affidavit of Lost Document. Used to obtain replacement titles, deeds, certificates, and other official records.

Affidavit of Name Change

Certify a legal name change under oath with this US Affidavit of Name Change. Used to notify government agencies, financial institutions, and employers of an official name change following marriage, divorce, or court order.

Affidavit of Single Status

Declare under oath that you are unmarried and free to marry with this US Affidavit of Single Status. Required for marriage abroad, immigration petitions, and foreign marriage registrations.

Alimony Agreement

Establish spousal support terms between divorcing or separated spouses with this US Alimony Agreement. Covers payment amount, duration, modification conditions, tax treatment, and termination events under applicable state law.

Artist Short Bio

Create a professional biography for an artist or creative professional

Bill of Sale

Record the sale and transfer of personal property between parties

As-Is Bill of Sale

Sell personal property in its current condition with no warranties

ATV Bill of Sale

Record the sale and transfer of an ATV between parties

Bicycle Bill of Sale

Record the sale and transfer of a bicycle between parties

Boat Bill of Sale

Record the sale and transfer of a boat or watercraft

Bill of Sale — Camper

Transfer ownership of a camper, travel trailer, motorhome, or RV with this US Bill of Sale. Covers vehicle identification, sale price, odometer disclosure, as-is condition, and title transfer under applicable state law.

Bill Of Sale Car

Record the sale and transfer of a car or motor vehicle

Bill of Sale — Computer

Document the private sale of a computer, laptop, tablet, or electronic device with this US Bill of Sale. Covers hardware description, serial numbers, included accessories, sale price, data deletion acknowledgment, and as-is condition.

Dog Bill of Sale

Record the sale and transfer of a dog between parties

Equipment Bill of Sale

Record the sale and transfer of equipment between parties

Bill of Sale — Firearm (Private Sale)

Document a private firearm sale between individuals with this US Firearm Bill of Sale. Records the firearm description, serial number, purchase price, and buyer's legal certification, creating a paper trail for both parties.

Furniture Bill of Sale

Record the sale and transfer of furniture or household items

Golf Cart Bill of Sale

Record the sale and transfer of a golf cart between parties

Gun Bill of Sale

Record the sale and transfer of a firearm between parties

Horse Bill of Sale

Record the sale and transfer of a horse between parties

Jet Ski Bill of Sale

Record the sale and transfer of a jet ski between parties

Livestock Bill of Sale

Record the sale and transfer of livestock between parties

Mobile Home Bill of Sale

Record the sale and transfer of a mobile home between parties

Moped Bill of Sale

Record the sale and transfer of a moped between parties

Bill Of Sale Motorcycle

Record the sale and transfer of a motorcycle between parties

Bill Of Sale Property

Record the sale and transfer of personal property between parties

Bill of Sale - Puppy

Record the sale and transfer of a puppy between parties

Bill of Sale - Semi Truck

Record the sale and transfer of a semi truck between parties

Bill of Sale — Snowmobile

Transfer ownership of a snowmobile with this US Snowmobile Bill of Sale. Documents the VIN, make, model, year, purchase price, odometer reading, and as-is condition for a legally complete private sale record.

Bill Of Sale Tractor

Record the sale and transfer of a tractor between parties

Bill Of Sale Trailer

Record the sale and transfer of a trailer between parties

Bill of Sale — UTV / Side-by-Side

Transfer ownership of a UTV (utility task vehicle) or side-by-side with this US UTV Bill of Sale. Records the VIN, make, model, year, purchase price, and condition for a legally complete off-road vehicle transfer.

Child Care Authorization Letter

Authorize another adult to make childcare decisions temporarily

Child Custody Agreement

Establish parenting time, custody, and decision-making responsibilities

Child Support Agreement

Set child support payment amounts, schedule, and obligations

Child Visitation Schedule

Establish a clear Child Visitation Schedule for separated or divorced parents. Covers regular parenting time, holidays, school breaks, and pick-up and drop-off arrangements under US family law.

Childcare Agreement

Define terms for childcare services between provider and parents

Cohabitation Agreement

Define property and financial rights for unmarried partners living together

Community Service Form

Track and verify completed community service hours

Consent Form

Obtain written permission from an individual for a specific activity

Consent Form Background Check Authorization

Authorize an employer to conduct a background check

Body Piercing Consent Form

Obtain informed client consent for body piercing procedures with this US Body Piercing Consent Form. Covers health disclosures, aftercare acknowledgment, risks, parental consent for minors, and liability waiver.

Consent Form Child Travel

Authorize a child to travel with a non-parent guardian

Cosmetic Procedure Consent Form

Obtain informed patient consent for cosmetic procedures with this US Cosmetic Procedure Consent Form. Covers procedure description, risks, alternatives, health disclosures, realistic expectations, and liability waiver.

Consent Form Data Collection

Obtain permission to collect and process personal data

See all 121 Personal & Family templates →

Estate Planning

Advance Directive Form

Outline your medical care wishes if you become unable to communicate

Certificate of Trust

Confirm the existence and key details of a trust without revealing assets

Beneficiary Designation Form

Designate who receives your assets or benefits upon your death

Charitable Remainder Trust

Establish a Charitable Remainder Trust (CRT) to receive an income stream during your lifetime while donating the remainder to charity upon termination. This template covers both CRAT (annuity trust) and CRUT (unitrust) structures, IRC Section 664 compliance, trustee duties, qualified charity designation, and IRS reporting obligations under Treasury Regulations.

Do Not Resuscitate (DNR) Order

Document a patient's or authorized representative's instruction not to administer CPR with this US DNR Order. Covers patient identification, attending physician information, scope of the order, applicable state POLST/MOLST requirements, and legally valid signature.

Education Trust

Establish a dedicated Education Trust to fund a beneficiary's educational expenses with this US Education Trust Agreement. Covers trustee duties, eligible education expenses, distribution standards, investment powers, and termination upon completion of schooling under the Uniform Trust Code.

Estate Inventory

A comprehensive estate inventory form for executors and administrators to catalog a decedent's real property, personal property, financial accounts, and debts for probate court and estate administration.

Estate Planning Checklist

Organize key documents and decisions for your estate plan

Ethical Will

A personal legacy document — distinct from a legal will — in which you record your values, life lessons, beliefs, hopes, and messages for family and loved ones.

Executor Appointment / Letter of Testamentary

Appoint and accept the role of executor for an estate

General Power of Attorney

Authorize someone to act on your behalf in legal or financial matters

Healthcare Proxy

A legal document appointing a healthcare agent to make medical decisions on your behalf when you are unable to do so. Covers agent authority, limitations, successor agents, and HIPAA authorization for medical record access.

HIPAA Authorization Form

Authorize the release of your protected health information to others

HIPAA Authorization Form (Estate)

A HIPAA-compliant medical records release authorization specifically for estate administration, enabling executors and personal representatives to access a decedent's protected health information for probate and estate purposes.

Holographic Will

A handwritten will template that meets the legal requirements in states that recognize holographic wills. Covers beneficiary designations, specific bequests, executor appointment, and guardian nomination for minor children.

Inheritance Agreement / Heir's Agreement

Establish how heirs will divide and manage inherited estate assets

Irrevocable Trust

Establish an irrevocable trust to remove assets from your taxable estate, protect assets from creditors, and provide for beneficiaries with this US Irrevocable Trust Agreement.

Joint Will

Create a single testamentary document executed by two people (typically spouses) with this US Joint Will, setting out how assets pass on the first death and on the survivor's subsequent death.

Last Will and Testament

Specify how your assets should be distributed after your death

Last Will And Testament Codicil

Amend specific provisions of an existing last will and testament

Pour-Over Will

Direct remaining assets into a trust upon the testator's death

Living Trust Form

Create a trust to manage and distribute your assets during and after life

Trust Amendment Form

Modify specific provisions of an existing living trust document

Living Will / Advance Directive

Document your end-of-life medical treatment preferences in advance

Advance Healthcare Directive

Specify your healthcare wishes in case you cannot communicate them yourself

Medical Consent Form

Authorize a healthcare provider to perform a medical procedure or treatment

Medical Records Release Authorization

Authorize the release of medical records to a specified third party

Mutual Will

Create coordinated wills for two people with this US Mutual Will. Covers beneficiaries, executors, guardian appointments, specific bequests, and residuary estate distributions.

Organ Donor Designation

Document your organ, tissue, and body donation wishes with a US Organ Donor Designation form. Specify which organs and tissues may be donated, designate recipient limitations, and record your anatomical gift decisions to complement your state driver's license registry enrollment.

Pet Trust

Protect your pet's care and welfare after your death or incapacity with a US Pet Trust. Designate a caregiver and trustee, fund the trust with sufficient assets for your pet's lifetime needs, specify care standards and preferences, and ensure remaining assets are distributed to beneficiaries after the pet's death.

Power of Attorney

Authorize someone to act on your behalf in legal or financial matters

Power Of Attorney Child

Grant temporary authority over your child's care to a trusted person

Power Of Attorney Durable

Authorize someone to act on your behalf even if you become incapacitated

Financial Power of Attorney

Authorize a trusted agent to manage your financial affairs with a US Financial Power of Attorney. Grant authority over bank accounts, investments, real estate, taxes, benefits, and business transactions. Choose durable power (effective during incapacity) or non-durable power, and comply with your state's statutory requirements.

Power Of Attorney Limited

Grant limited authority for a specific task or time period only

Power Of Attorney Medical

Appoint someone to make healthcare decisions on your behalf if needed

Power Of Attorney Motor Vehicle

Authorize someone to handle vehicle title or registration matters for you

Real Estate Power of Attorney

Authorize an agent to handle real estate transactions on your behalf with a US Real Estate Power of Attorney. Grant authority to buy, sell, mortgage, lease, or manage specific real property, set an expiration date, and record the POA with the county recorder for use at closing.

Power Of Attorney Revocation

Formally revoke a previously granted power of attorney authorization

Springing Power of Attorney

Create a Springing Power of Attorney that only becomes effective upon a specified triggering event — typically a physician's certification of the principal's incapacity. Maintain full control of your affairs while healthy, while ensuring a trusted agent has authority to act when you cannot.

Tax Power of Attorney (IRS Form 2848)

Authorize a representative to act on your behalf before the Internal Revenue Service with a Tax Power of Attorney aligned with IRS Form 2848. Designate a CPA, attorney, or enrolled agent to represent you in audits, appeals, or tax matters, specify the tax years and types covered, and define the scope of authority granted under IRS regulations.

Self-Proving Affidavit for Will

Attach a Self-Proving Affidavit to your Last Will and Testament to allow probate courts to admit the will without requiring witnesses to testify in person. Compliant with US state notarization requirements.

Simple Will (Last Will and Testament)

Create a legally valid US Simple Will naming beneficiaries, appointing an executor, and providing for minor children's guardianship. Covers personal property, real estate, residuary estate, and testamentary wishes with proper execution formalities.

Special Needs Trust

Create a Third-Party Special Needs Trust to provide supplemental financial support for a disabled beneficiary without disqualifying them from government benefits such as SSI and Medicaid. Covers trustee duties, permissible distributions, and government benefit preservation.

Special / Limited Power of Attorney

Authorize someone to act on your behalf for specific limited matters

Spendthrift Trust

Protect a beneficiary's inheritance from creditors, poor financial decisions, and improvident spending with this US Spendthrift Trust. Includes trustee discretion over distributions, anti-alienation clause, and creditor protection provisions recognized under US trust law.

Testamentary Trust Declaration

Create a trust within your will to manage assets after your death

Trust Agreement

Create a trust to manage and protect assets for your beneficiaries

Trust Certification

A notarized Certificate of Trust summarizing key provisions of a living trust for third-party reliance — including trustee authority, trust name, and successor trustees — without disclosing the full trust document.

Trust Distribution Letter

A trustee letter formally notifying a beneficiary of their trust distribution, specifying the amount or assets being distributed, the legal basis in the trust, and any conditions or withholdings under US trust law.

Employment (50 of 105)

ADA Reasonable Accommodation Request

Request a reasonable workplace accommodation under disability guidelines

ADA Compliance Checklist

Verify your workplace meets accessibility and disability compliance standards

ADA Interactive Process Letter

Initiate the interactive accommodation process with an employee

COBRA Notification Letter

Notify employees or dependents of their COBRA continuation coverage rights after a qualifying event with this US COBRA Notification Letter. Covers election period, premium amounts, and coverage details.

Commission-Only Employment Agreement

Hire commission-only sales employees with this US Commission-Only Employment Agreement. Covers commission structure, draw against commission, territory, non-compete, and termination provisions.

Contractor Offer Letter

Extend a formal offer to hire an independent contractor

Corrective Action Form

Document employee performance or conduct issues with this US Corrective Action Form. Records policy violations, prior warnings, improvement expectations, and consequences in compliance with progressive discipline best practices and at-will employment law.

Demotion Letter

Demoting an employee without proper documentation exposes your company to wrongful demotion claims and discrimination allegations. A Demotion Letter formally notifies the employee of their new title, revised compensation, updated duties, and the effective date of the change. It creates a contemporaneous written record documenting the business justification and showing the decision was not based on any protected characteristic. Whether performance-related or organizational, put the demotion in writing. Our free US template covers all required elements. Fill it out and download as PDF or Word.

Drug Testing Consent Form

Obtain written consent for employee or applicant drug testing with this US Drug Testing Consent Form. Covers testing type, substances tested, MRO review process, ADA accommodation rights, consequences of refusal, and applicable state drug testing law.

Dual Employment Agreement

Formalize a dual employment arrangement between an employee and two employers with this US Dual Employment Agreement. Covers shared compensation, hours allocation, benefits coordination, confidentiality, and conflict of interest disclosures under applicable federal and state law.

EEO Self-Identification Form

Collect voluntary equal employment opportunity demographic data with this US EEO Self-Identification Form. Complies with EEOC reporting requirements, covers race, ethnicity, gender, veteran status, and disability disclosure under Title VII, VEVRAA, and Section 503 of the Rehabilitation Act.

Emergency Contact Form

Collect essential emergency contact information for employees, students, or event participants with this US Emergency Contact Form. Records primary and secondary contacts, relationships, medical information, and authorizations for emergency medical treatment in accordance with HIPAA and state consent laws.

Employee Attendance Policy

Establish clear workplace attendance expectations with this US Employee Attendance Policy. Covers reporting procedures, excused and unexcused absences, tardiness, no-call/no-show rules, FMLA and ADA accommodations, a progressive discipline framework, and manager responsibilities under applicable federal and state law.

Employee Benefits Enrollment Form

Streamline employee benefits enrollment with this US Employee Benefits Enrollment Form. Covers health, dental, vision, life insurance, 401(k) contributions, FSA/HSA elections, beneficiary designations, and dependent coverage under ERISA and applicable IRS regulations.

Employee Confidentiality Agreement

Protect your company's proprietary information with this US Employee Confidentiality Agreement. Covers trade secrets, client data, business strategies, and technical information under the Defend Trade Secrets Act and applicable state law, with enforceable duration, scope, and remedies provisions.

Employee Handbook

Create a comprehensive workplace policy guide with this US Employee Handbook. Covers at-will employment, anti-discrimination policies, leave entitlements, code of conduct, benefits overview, disciplinary procedures, and technology use in compliance with federal and state employment law.

Employee Handbook Acknowledgment

Confirm that an employee has received and read the handbook

Employee Information Form

Collect complete new hire information with this US Employee Information Form. Captures personal details, contact information, emergency contacts, tax withholding preferences, direct deposit authorization, and I-9 eligibility confirmation for a compliant onboarding process.

Employee Performance Review

Conduct structured performance evaluations with this US Employee Performance Review form. Covers competency ratings, goal achievement, behavioral observations, development planning, and manager and employee signatures to create a legally defensible performance record.

Employee Self-Evaluation Form

Empower employees to reflect on their own performance with this US Employee Self-Evaluation Form. Covers accomplishments, goal attainment, core competencies, areas for improvement, professional development goals, and employee feedback to complement the manager's performance review.

Employee Warning Notice

Formally document an employee performance or conduct issue

Employment Contract

Establish clear employment terms, compensation, and workplace expectations

At-Will Employment Contract

Establish an at-will employment relationship with clear terms

Employee Emergency Contact Form

Collect employee emergency contact information for workplace safety

Executive Employment Contract

A comprehensive employment contract for C-suite and senior executive hires. Covers base salary, bonus, equity, benefits, restrictive covenants, and severance under US law.

Internship Contract

Set terms for an internship including duties and compensation

Employee of the Month Nomination Form

Nominate an outstanding employee for monthly recognition

Part-Time Employment Contract

A clear employment contract for part-time workers. Specifies scheduled hours, hourly rate or salary, benefits eligibility, and at-will status under US employment law.

Probationary Employment Contract

An employment contract that establishes a defined probationary period with performance expectations, evaluation criteria, and conditions for conversion to permanent employment under US law.

Remote Work Employment Contract

Establish a legally sound remote work arrangement with a comprehensive US Remote Work Employment Contract. This template addresses FLSA wage and hour compliance, remote work location requirements, equipment and expense reimbursement, data security obligations, and state-specific considerations for distributed workforces.

Seasonal Employment Contract

An employment agreement for seasonal or temporary workers with defined start and end dates, compensation, and re-hire provisions under US employment law.

Employment Contract Staffing Agency

Define terms between a staffing agency and a client company

Employment Offer Letter

Formally offer a job position with salary and benefit details

Independent Contractor Offer Letter

Extend a formal engagement offer to an independent contractor

Employment Rejection Letter

Failing to notify rejected candidates professionally creates legal exposure and damages your employer brand. An Employment Rejection Letter formally notifies applicants they were not selected, closes the recruitment loop, and protects your company from claims of discriminatory hiring. Whether declining after a resume review, phone screen, or final interview, send a written rejection. Our free US template covers all the right elements — professional tone, no discriminatory language, EEOC-safe wording. Fill it out and download as PDF or Word.

Employment Verification Letter

Confirm an individual's employment status, title, and dates

Equity Grant Letter

Document stock option or equity grants to employees with a US Equity Grant Letter. This template covers grant type (ISO or NSO), number of shares, exercise price, vesting schedule, tax implications under IRC Section 83, and compliance with SEC Rule 701 for private companies.

Ergonomic Assessment Form

A workplace ergonomic assessment form to evaluate workstation setup, identify musculoskeletal risk factors, and document recommended corrective actions under OSHA guidelines.

Exit Interview Form

A structured exit interview form to gather departing employee feedback on role satisfaction, management, compensation, culture, and reasons for leaving — for HR analysis and organizational improvement.

Final Paycheck Acknowledgment

A document acknowledging an employee's receipt of their final paycheck, including wages, accrued vacation, commissions, and other final compensation, compliant with US state wage payment laws.

FMLA Designation Notice

Notify an employee whether their leave qualifies under FMLA

FMLA Medical Certification Form

Certify a medical condition for family or medical leave eligibility

FMLA Leave Request Form

Request protected family or medical leave from your employer

FMLA Return to Work Certification

Certify fitness to return to work after FMLA leave

Incident Report

Document the details of a workplace incident for official records

Independent Contractor Agreement

Hire an independent contractor and define the working relationship and terms

Independent Contractor Agreement Babysitter

Hire a babysitter as an independent contractor with clear terms

Independent Contractor Agreement Bartending

Hire a bartender as an independent contractor for events or venues

Independent Contractor Agreement Bookkeeping Services

Engage a bookkeeper as an independent contractor for accounting services

Independent Contractor Agreement Caregiver

Hire a caregiver as an independent contractor with defined duties

See all 105 Employment templates →

Financial (50 of 59)

401(k) Plan Enrollment Form

Enroll employees in a 401(k) retirement savings plan

ACH Authorization Form

Authorize electronic bank transfers for recurring or one-time payments

ACH Authorization Form - Direct Deposit

Authorize automatic direct deposit payments to a bank account

Act of Donation

Formalize a gift of property or assets from one party to another

Bank Confirmation Letter

Request or provide a bank's confirmation of account details

Retirement Plan Beneficiary Designation Form

Name the beneficiaries for your retirement plan account

Billing Statement

Issue a professional billing statement to a client or customer with this US Billing Statement template. Itemizes services or goods, lists previous balance, payments received, and total amount due with payment deadline.

Cash Receipt

Provide written proof of a cash payment received

Cease Collections Letter

Exercise your rights under the Fair Debt Collection Practices Act (FDCPA) by sending a formal Cease and Desist letter to a debt collector. Once received, collectors must stop all contact except to notify you of specific legal actions. This template helps consumers protect themselves from harassing or abusive debt collection practices.

Chargeback Request Letter

Request a bank to reverse a disputed credit card charge

Commercial Loan Agreement

Document a business loan with this US Commercial Loan Agreement. Covers loan amount, interest rate, repayment schedule, collateral, covenants, events of default, and lender remedies.

Convertible Note

Issue startup financing with this US Convertible Note. Covers principal amount, interest rate, maturity date, conversion triggers, discount rate, valuation cap, and investor rights for seed-stage and early-stage company financing rounds.

Credit Agreement

Establish a revolving or term credit facility with this US Credit Agreement. Covers credit limit, interest rate, draw procedures, repayment schedule, events of default, security, and borrower representations under UCC and federal Truth in Lending requirements.

Credit Memo

Issue a formal credit memo to adjust a customer's account balance with this US Credit Memo template. Covers credit reason, original invoice reference, itemized credit amounts, and account adjustment instructions for accurate financial records.

Debt Acknowledgment

Formally acknowledge an outstanding debt and repayment terms

Debt Forgiveness Letter

Formally forgive an outstanding debt or portion thereof with this US Debt Forgiveness Letter. Covers original debt details, amount forgiven, IRS Form 1099-C implications, and release of the debtor from further obligation under applicable federal and state law.

Debt Settlement Agreement

Agree to resolve a debt for less than the full amount owed

Debt Validation Letter

Request proof that a claimed debt is valid and accurate

Demand Letter

Formally demand payment of money owed before legal action

Demand Promissory Note

Formalize a loan repayable immediately upon the lender's demand with this US Demand Promissory Note. Covers principal amount, interest rate, acceleration, default, and governing law under the Uniform Commercial Code Article 3.

Direct Deposit Authorization Form

Authorize electronic payroll or payment deposits to a US bank account with this Direct Deposit Authorization Form. Covers bank routing and account information, deposit type, NACHA authorization language, and employee or payee consent.

Donation Receipt

Provide official written acknowledgment of a charitable donation

Escrow Agreement

A three-party escrow agreement appointing a neutral escrow agent to hold funds, documents, or assets pending fulfillment of specified conditions under US contract law.

Estimate Template

A professional business estimate template to quote labor, materials, and services before work begins. Includes line items, totals, validity period, and acceptance signature.

Fee Agreement

Define service fees, payment schedule, and billing terms

Financial Guarantee Letter

A formal letter in which a guarantor commits to satisfy the financial obligations of a primary debtor if the debtor defaults. Covers guarantee scope, conditions, and limitation of liability.

Guarantee and Indemnity Agreement

Guarantee a third party's obligations and agree to cover resulting losses

Hardship Letter

A formal letter explaining financial hardship to a lender, servicer, or creditor to request loan modification, forbearance, short sale approval, or debt relief. Used for mortgages, student loans, and other debts.

401(k) Hardship Withdrawal Request

Request an early withdrawal from a 401(k) due to financial hardship

Installment Agreement

Create a legally binding US Installment Agreement setting out a structured repayment schedule, interest rate, default provisions, and remedies for a debt or purchase obligation.

Installment Promissory Note

Need to borrow money and repay it in regular payments? An Installment Promissory Note sets out the loan amount, fixed payment schedule, interest rate, and what happens if you miss a payment. Qualifies as a negotiable instrument under UCC Article 3. Whether it's a personal loan, business advance, or family arrangement, this free template covers principal, amortized payments, late fees, and acceleration on default. Fill it out, preview, and download as PDF or Word.

Investment Agreement

Define the terms and conditions for an investment between parties

Investment Management Agreement

Formalize the relationship between an investment manager and a client with this US Investment Management Agreement covering investment authority, fee structure, risk tolerance, and fiduciary duties.

Invoice Template

Create a professional invoice to bill clients for goods or services

Iou Template

Document an informal promise to repay a debt to another person

Letter Of Intent To Sue

Formally notify a party of your intention to pursue legal action

Loan Agreement

Define the terms and repayment schedule for lending money between parties

Business Loan Agreement

Lending money to or borrowing for a business? A Business Loan Agreement is a comprehensive bilateral contract covering loan amount, interest rate, repayment schedule, collateral, borrower covenants, and events of default aligned with commercial lending standards and the Dodd-Frank Act. Goes far beyond a simple promissory note with representations, financial covenants, and full default remedies under UCC Articles 3 and 9. Free template — fill, preview, and download as PDF or Word.

Car/Auto Loan Agreement

Financing a private car sale or lending money for a vehicle purchase? A Car/Auto Loan Agreement documents the vehicle details, loan amount, APR, monthly payments, and security interest in the vehicle under UCC Article 9 (title lien notation). Protects the lender's right to repossess if the borrower defaults, and includes TILA-style disclosures for consumer auto loans. Free template — fill, preview, and download as PDF or Word.

Employee Loan Agreement

Advancing money to an employee? An Employee Loan Agreement documents the loan amount, repayment through payroll deductions, interest rate, and what happens if employment ends before the loan is repaid. It ensures compliance with the Fair Labor Standards Act (FLSA) wage deduction rules and state payroll deduction laws. Protects the employer's right to collect while maintaining a professional employment relationship. Free template — fill, preview, and download as PDF or Word.

Loan Agreement Family

Formalize a loan between family members with clear repayment terms

Loan Agreement Payment Plan

Establish a structured repayment schedule for an outstanding loan balance

Loan Agreement Personal

Formalize a personal loan with clear repayment terms between individuals

Personal Guarantee Agreement

Personally guarantee repayment of a loan on behalf of another party

Real Estate Loan Agreement

Financing a real estate purchase with private money? A Real Estate Loan Agreement documents the loan amount, interest rate, amortization schedule, and the lender's security interest in the property via a deed of trust or mortgage. Compliant with TILA and Dodd-Frank mortgage rules for consumer loans. Covers escrow for taxes and insurance, due-on-sale clause, and prepayment terms. Free template — fill, preview, and download as PDF or Word.

Secured Loan Agreement

Lending money against collateral? A Secured Loan Agreement combines a comprehensive lending contract with a UCC Article 9 security interest in personal property collateral — equipment, inventory, accounts receivable, vehicles, or other assets. Includes a security agreement, perfection by UCC-1 filing, default and repossession rights, and deficiency remedies. More protection than an unsecured note. Free template — fill, preview, and download as PDF or Word.

Loan Agreement Shareholder

Document a loan between a shareholder and their company with clear terms

Student Loan Agreement

Providing a private student loan for education expenses? A Student Loan Agreement documents the loan amount, interest rate, deferment during enrollment, grace period after graduation, and repayment schedule. Covers TILA disclosure requirements for private education loans under Regulation Z (12 CFR 226.46). Protects both lender and borrower with clear terms for forbearance, default, and cosigner obligations. Free template — fill, preview, and download as PDF or Word.

Personal Guarantee for Loan

Personally guarantee repayment of another party's loan obligation

Past Due Invoice Letter

Collect overdue payments professionally with a US Past Due Invoice Letter. Reference the original invoice, state the outstanding balance and days past due, specify any late fees or interest accruing under your agreement, and set a firm deadline for payment before escalating to collections or legal action.

See all 59 Financial templates →