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Real Estate

Purchase agreements, leases, assignments and the notices that go with them.

• California Residential Purchase Agreement: The contract a buyer and seller sign to transfer a home in California. It sets the price, deposits, financing, contingencies, closing date, and acknowledges the seller disclosures the Civil Code requires.
• Wholesale Real Estate Assignment Agreement: The agreement a wholesaler (assignor) and an end buyer (assignee) sign to transfer the wholesaler’s rights and obligations under an existing purchase contract, in exchange for an assignment fee. The assignee steps into the buyer’s position and closes with the seller.
• Residential Purchase Agreement: The contract a buyer and seller sign to transfer a home. It sets the price, the earnest money, the financing, the contingencies the buyer can rely on, the disclosures the seller must give, who pays which closing costs, and what happens if either side defaults.
• Residential Lease Agreement: The contract a landlord and tenant sign for a fixed term, usually a year. It sets the rent, the deposit, who pays which utilities, who maintains what, the rules on pets, guests and entry, what happens on default, and what happens when the term ends.
• Month-to-Month Rental Agreement: A residential rental agreement that renews automatically each month until the landlord or tenant ends it with written notice. It sets the rent, the deposit, how rent increases are given, and the notice period to terminate.
• Commercial Lease Agreement: The lease a landlord and a business sign for office, retail or industrial space. It sets the premises and term, base rent and increases, the tenant’s share of taxes, insurance and common area costs, the permitted use, who builds and pays for improvements, assignment, insurance, and what happens on default.
• Sublease Agreement: The agreement a tenant (sublandlord) and a subtenant sign so the subtenant can occupy the premises, or part of them, for part of the original lease term. The sublandlord stays liable to the master landlord, whose written consent is included at the end.
• Roommate Agreement: A contract between two people sharing a rented home. It divides the rent, the security deposit and the utilities, assigns bedrooms and chores, sets rules on guests, quiet hours, smoking and pets, and says what each roommate must do to move out early.
• Lease Amendment: A short agreement between a landlord and tenant that modifies specific terms of an existing lease, such as the rent, the end date, the occupants, pets or parking, and confirms that every other term of the lease stays in force.
• Lease Termination Agreement: An agreement by which a landlord and tenant end an existing lease before its natural end. It sets the termination and move-out date, any fee the tenant pays for the early release, rent owed through the termination date, how the security deposit is handled, and releases both sides from further obligations once the tenant has moved out.
• Notice to Vacate: A written notice from a landlord to a tenant that the tenancy will end on a stated date, at least the required number of days after the notice is served, together with the move-out requirements and the tenant’s acknowledgment that they received it. It ends a month-to-month tenancy or confirms that a fixed-term lease will not be renewed.
• Rental Application: A form a prospective tenant completes and signs to apply for a rental, giving the landlord the information needed to screen them: identity, current and previous addresses and landlords, employment and income, occupants, pets, vehicles, references and an emergency contact, with the applicant’s consent to a credit, rental-history and background check. The landlord signs to acknowledge receipt and any fee.
• Property Management Agreement: The contract between the owner of a rental property and the person or company that will manage it. It appoints the manager, sets what they may do without asking (advertise, screen tenants, sign leases, collect rent, order repairs up to a limit), how rent is held in a trust account and paid to the owner, the management, leasing and other fees, the reports the owner receives, and how either side ends the arrangement.
• Land Purchase Agreement: The contract a buyer and seller sign to transfer vacant or unimproved land. It sets the price and earnest money, gives the buyer a due diligence period to survey the land, confirm zoning and permitted use, test the soil, and check access and utilities, and deals with mineral and water rights, rollback taxes, title, closing and default.
• Option to Purchase Real Estate: An agreement in which a property owner (optionor) grants a buyer (optionee) the exclusive right, but not the obligation, to purchase the property at a fixed price during a stated period, in exchange for a non-refundable option fee. If the buyer exercises the option, the parties close on the terms set out; if not, the option expires and the owner keeps the fee.
• Move-In / Move-Out Inspection Checklist: A written record of the condition of a rental unit, room by room, prepared at move-in and again at move-out and signed by the landlord and the tenant. It is the evidence both sides rely on when the security deposit is accounted for, and in a number of states the landlord is required to provide one.

Business

NDAs, contractor and consulting agreements, terms between companies.

• Mutual Non-Disclosure Agreement: A reciprocal confidentiality agreement between two parties who will each disclose confidential information to the other while exploring a deal, partnership or project. Each side agrees to use the other’s information only for that purpose and to keep it secret for a set number of years.
• One-Way Non-Disclosure Agreement: A confidentiality agreement in which one party (the Disclosing Party) shares confidential information and the other (the Receiving Party) promises to protect it and use it only for a stated purpose. Only the Receiving Party takes on confidentiality obligations.
• Independent Contractor Agreement: A contract between a company (the Client) and an independent contractor for specified services in exchange for a fee. It sets out the work, the payment terms, who owns what the contractor produces, the contractor’s independent status, confidentiality, and how either side can end it.
• Consulting Agreement: A contract between a client and a consultant for advisory or professional services paid by retainer or by the hour. It fixes the scope, the fee and how hours are tracked, expenses, who owns the work, confidentiality, a promise not to poach the client’s customers, and how the engagement ends.
• Master Services Agreement: The umbrella contract between a service provider and a customer that sets the legal terms for every project between them. Each project is then described in a statement of work that incorporates this agreement, so the parties negotiate the hard terms only once.
• Statement of Work: A project-level contract that describes exactly what a service provider will deliver, by when, for how much, and how the customer will accept it. It incorporates a master services agreement already signed by the parties, which supplies the legal terms.
• Letter of Intent to Purchase a Business: A letter from a buyer to the owner of a business recording the principal terms on which the buyer proposes to acquire it. The economic terms are non-binding; confidentiality, exclusivity, expenses and governing law are binding once both sign.
• Asset Purchase Agreement: The contract by which a buyer acquires the assets of a business from its owner, free of the seller’s debts except those expressly assumed. It sets the price and its tax allocation, what is and is not included, the seller’s promises about the business, what happens at closing, the seller’s non-compete, and who pays if something turns out to be wrong.
• LLC Operating Agreement: The agreement among the members of a limited liability company that governs how it is owned, managed and wound up. It records each member’s capital contribution and percentage interest, whether members or a manager run the company, how profits are allocated and distributed, what happens when a member wants out, and how the company dissolves.
• General Partnership Agreement: The agreement between two or more people who own and run a business together as general partners. It records what each partner contributes, how profits and losses are divided, who can commit the partnership to what, how partners are paid, what happens when a partner leaves or dies, and how the partnership is wound up.
• Sales Agreement for Goods: The contract by which a seller agrees to sell and a buyer agrees to buy specified goods at a stated price, with the delivery, inspection, warranty and risk-of-loss terms that Article 2 of the Uniform Commercial Code otherwise fills in by default. Both parties sign.
• Referral Agreement: A contract between a company and a referral partner under which the partner introduces prospective customers and the company pays a fee, usually a percentage of revenue for a period, on each referral that becomes a paying customer. It defines what counts as a referral, when the fee is earned and paid, and whether the arrangement is exclusive.
• Sales Commission Agreement: A contract between a company and a sales representative that sets the products and territory the representative may sell, the commission rate, when a commission is earned and when it is paid, how chargebacks and returns are handled, and which commissions are still owed after the relationship ends. It is written for an independent representative and can be used for an employee’s commission plan with the employment law notes below.
• Software Development Agreement: A contract between a software developer and a client for building custom software: what will be built, in what phases, how the client tests and accepts each phase, how and when the developer is paid, who owns the code, what open source may be used, the developer’s warranties and post-launch support. The client owns the deliverables once it has paid for them.
• Mutual Termination Agreement: An agreement by which two parties to an existing contract end it before its natural expiry, settle what is still owed, release each other from further claims under it, and confirm which obligations, such as confidentiality, continue. Both parties sign.
• Investor NDA (One-Way, for Pitch Materials): A one-way confidentiality agreement between a company raising money and a prospective investor. The investor agrees to use what the company shares only to evaluate an investment and to keep it confidential for a set time, while the company accepts that the investor sees many similar companies and remains free to invest in them.

Employment

Offers, employment terms, restrictive covenants and acknowledgments.

• Employment Offer Letter: A letter from an employer offering a candidate a job on stated terms, which the candidate accepts by signing. It records the position, start date, pay, classification and benefits, states that employment is at will, and lists the conditions the offer depends on.
• Employment Agreement: A written contract between an employer and an employee setting out the position and duties, base salary and bonus, benefits and paid time off, confidentiality and ownership of work product, and the terms on which either side may end the relationship, including any severance. Both sign.
• Non-Compete Agreement: An agreement in which an employee promises not to work for or start a competing business, within a defined territory and for a defined period after leaving, in exchange for employment, a payment or a promotion. Signed by the employer and the employee, who also initials the restriction.
• Non-Solicitation Agreement: An agreement in which an employee promises, for a set period after leaving, not to solicit the Company’s customers for a competing business and not to recruit the Company’s employees. It restricts who the employee may approach, not where they may work. Signed by the employer and the employee.
• Employee Confidentiality and Invention Assignment Agreement: An agreement in which an employee promises to keep the Company’s confidential information secret, assigns to the Company the inventions and work product they create in the course of employment, lists the inventions they made before joining, and agrees to return all materials when they leave. Signed by the employer and the employee.
• Severance Agreement: An agreement between an employer and a departing employee under which the employer pays severance and other benefits the employee is not otherwise owed, and the employee releases all claims against the employer, keeps the terms confidential and agrees not to disparage the company. Both sign.
• Internship Agreement: An agreement between a company and an intern setting the internship’s dates, schedule, learning objectives and supervision, whether the intern is paid, what the intern must keep confidential, who owns their work, and that the internship carries no promise of employment. Signed by the company and the intern.
• Remote Work Agreement: An agreement between an employer and an employee approving remote or hybrid work from a stated location, and setting the employee’s hours and availability, the equipment and expenses each side provides, security and confidentiality rules, workspace safety, and how either side may end the arrangement. Both sign.
• Employee Handbook Acknowledgment: A short form in which an employee acknowledges receiving a specific version of the employer’s handbook, agrees to read and comply with it, confirms that employment is at will and that the handbook is not a contract, and confirms how to raise questions and concerns. The employee signs and the employer countersigns.

Loans & Sales

Promissory notes, guarantees, bills of sale and payment plans.

• Promissory Note: A promissory note is the borrower’s signed promise to repay a specific sum, with interest, on a stated schedule. The lender holds it as evidence of the debt and can enforce it if the borrower stops paying.
• Loan Agreement: A loan agreement records the lender’s commitment to advance money, the borrower’s obligation to repay it with interest on a schedule, and the promises and protections that apply while the loan is outstanding. Both parties sign it.
• Personal Guarantee: A personal guarantee makes a third person (the guarantor) liable for a debt or obligation owed by someone else, such as a company’s loan, a tenant’s lease or a customer’s account. The guarantor signs it in favor of the creditor.
• Payment Plan Agreement: A payment plan agreement records a debt that already exists, the debtor’s acknowledgment of it, and a schedule of installments the creditor agrees to accept instead of demanding the whole amount now. Both parties sign.
• IOU: An IOU is a signed acknowledgment that one person owes another a specific amount of money and will repay it by a stated date. It is shorter than a promissory note but, written this way, still enforceable.
• Bill of Sale: A bill of sale is the document a seller gives a buyer to record the transfer of ownership of personal property for a stated price. It describes the item, confirms the seller owns it, and states the condition it is sold in. Both parties sign.
• Vehicle Bill of Sale: A vehicle bill of sale records the private sale of a car, truck, motorcycle or other titled vehicle: the vehicle’s identifying details, the price, the odometer reading and its accuracy, the condition it is sold in, and the seller’s promise that the title is clear. Both parties sign it.
• Equipment Lease Agreement: An equipment lease lets a lessee use equipment the lessor owns for a fixed term in return for rent, while the lessor keeps title. It covers delivery, maintenance, insurance, what happens if the equipment is damaged or the lessee stops paying, return at the end, and any option to buy.
• Settlement Agreement and Release: A settlement agreement and release ends a dispute between two parties. One pays an agreed sum, each releases the other from all claims arising from the dispute, neither admits liability, and any pending lawsuit is dismissed. Both parties sign.

Services & Personal

Quotes, lawn care and home services, freelance, events, care, coaching, releases and waivers.

• Freelance Services Agreement: The agreement a freelancer and a client sign for a project with defined deliverables. It fixes the scope, the timeline, the number of revisions, the fee and deposit, and transfers the finished work to the client once it is paid for.
• Photography Contract: The contract a photographer and a client sign for a shoot on a set date. It fixes the hours and location, the package and price, the non-refundable retainer, what is delivered and when, who owns the images and how the client may use them, and what happens if either side cancels.
• Model Release Form: A release signed by the person being photographed or filmed (the model) that lets the photographer, brand or producer use their image, name and likeness in the ways the release describes. If the model is a minor, a parent or guardian signs for them.
• Liability Waiver and Release: A release a participant signs before taking part in an activity that carries some risk of injury. The participant acknowledges the risks, agrees not to sue the organizer for injuries caused by the ordinary risks of the activity or the organizer’s ordinary negligence, and provides emergency and medical information. A parent or guardian signs for a minor.
• Event Contract: The contract an event planner, coordinator or venue signs with a client for a specific event. It sets the date, venue and guest count, the services provided, a payment schedule, cancellation fees that step up as the date approaches, and what happens if the event cannot go ahead for reasons outside anyone’s control.
• Home Improvement Contract: The agreement a contractor and a homeowner sign for work on the owner’s home. It fixes the scope, the price and a payment schedule tied to progress, how changes are priced, who pulls permits, the start and completion dates, the contractor’s licence and insurance, a mechanics lien notice, the homeowner’s three-day right to cancel, and the warranty on the work.
• Cleaning Services Agreement: The contract a cleaner or cleaning company signs with a client for recurring or one-time cleaning of a home or business premises. It fixes the frequency, the tasks included, who provides supplies, how the cleaner gets in, the price and payment terms, the cancellation notice, and who is responsible for breakage.
• Nanny Agreement: The employment agreement a family and a nanny sign. It sets the start date, the weekly schedule and guaranteed hours, the hourly rate and overtime, how pay is handled and taxed, the nanny’s duties and the family’s house rules, paid time off, sick days and holidays, confidentiality, and how either side ends the arrangement.
• Pet Sitting Agreement: The contract a pet sitter and a pet owner sign before the sitter takes care of the owner’s animal. It records the pet’s feeding, medication and behaviour, the dates and services, the fees, the owner’s authorization for veterinary care up to a spending cap, an emergency contact, how the sitter gets into the home, and what happens if plans change.
• Personal Training Agreement: The contract a personal trainer and a client sign for a package of training sessions. It sets the number, length and location of sessions, the package price, payment and expiry, the cancellation and no-show policy, the client’s health disclosure, the client’s assumption of the risks of exercise, and a release of the trainer for ordinary negligence.
• Tutoring Agreement: The contract a tutor and a client sign for regular tutoring of a student. It sets the student, subject and goals, the schedule and location, the hourly rate and payment terms, the cancellation policy, how progress is reported, each side’s responsibilities, academic honesty, and that the tutor does not guarantee grades or scores.
• Influencer Collaboration Agreement: The contract a brand and a social media creator sign for a paid or gifted collaboration. It sets the content to be produced, when it goes live, the fee and any product, the creator’s obligation to disclose the sponsorship under FTC rules, the brand’s approval right, how long and where the brand may reuse the content, and any exclusivity.
• Sponsorship Agreement: The contract a sponsor and a sponsored party sign. It sets the sponsorship fee and when it is paid, the benefits the sponsor receives such as naming, logo placement, tickets and mentions, each side’s licence to use the other’s name and logo, exclusivity in the sponsor’s product category, the term, and the right of either side to end the deal if the other brings it into disrepute.
• Catering Contract: The contract a caterer and a client sign for food and beverage service at an event. It sets the date, venue and service times, the menu and service style, the price per guest and other charges, the deposit and payment dates, the deadline for the final guest count, the service staff provided, how allergies and dietary needs are handled, and what happens if the event is cancelled or postponed.
• Quote / Estimate Acceptance: A short agreement in which a customer accepts a business’s quote or estimate for a job. It records the work, the price and whether it is fixed or an estimate, any deposit, when payment is due, the start date, how extra work is approved, cancellation and a basic workmanship warranty.
• Landscaping and Lawn Care Service Agreement: The agreement between a landscaper or lawn care business and a client for regular lawn and garden maintenance, a seasonal clean-up or a one-time landscaping job. It sets the services, how often visits happen and what happens in bad weather, the price and payment, fertilizer and weed treatments, sprinklers and hidden lines, damage, and how either side ends it.

Estate & Health

Powers of attorney, health care directives, consents and wills.

• California Advance Health Care Directive: A document that names a health care agent to make medical decisions for you when you cannot, and states your own instructions about life-prolonging treatment, pain relief, organ donation and your primary physician. It is signed by you and by two witnesses, or by you before a notary.
• Advance Health Care Directive: A document that names a health care agent to make medical decisions for you when you cannot, and records your own instructions about life-prolonging treatment, comfort care, organ donation and your primary physician. It is signed by you and by two adult witnesses.
• Living Will: A declaration of your wishes about life-sustaining treatment if you are terminally ill or permanently unconscious and cannot decide for yourself. It names no agent; it speaks directly to your physicians and family. You sign it, and two adult witnesses attest it.
• Durable Power of Attorney: A document in which you (the principal) appoint an agent to act for you in financial and legal matters, choosing which powers to grant and whether the authority begins now or only if you become incapacitated. It stays in force through incapacity. You sign it, your agent accepts, and two witnesses attest.
• Medical Power of Attorney: A document in which you appoint a health care agent, and alternates, to make medical decisions on your behalf when you cannot make them yourself. It sets when the authority begins, any limits on it, and gives your agent access to your medical records. You sign it, and two adult witnesses attest it.
• Limited Power of Attorney: A power of attorney confined to one described task or matter, effective between two dates. The agent may do what is needed to complete that task and nothing else. The principal signs it and the agent signs an acceptance.
• Revocation of Power of Attorney: A signed statement by a principal revoking a named power of attorney and every authority given under it, with notice to the former agent and to the third parties who may have relied on it. The principal signs and one witness attests, and it is notarised where the original was.
• HIPAA Authorization: A written authorization under the HIPAA Privacy Rule (45 CFR §164.508) permitting a named health care provider or plan to disclose your protected health information to a named recipient for a stated purpose, for a set period. You sign it; no witnesses or notary are required.
• Last Will and Testament: A simple will in which you name an executor, a guardian for any minor children, leave specific gifts, and give the rest of your estate to the people you choose. You sign it in front of two witnesses, who sign an attestation clause; a self-proving affidavit lets a court accept the will without calling them.
• Child Travel Consent Form: A written consent by a child’s parents or legal guardians allowing the child to travel with a named adult, or with one parent, for stated dates and destinations, with authority for the accompanying adult to obtain medical care. Both parents sign, and it is notarised where a border or carrier requires it.
• Child Medical Consent Form: A parent’s written authorization for a named caregiver to consent to medical, dental and emergency treatment for a minor child during a stated period, within limits the parent sets, with the child’s health and insurance information. The parent signs it and the caregiver signs an acceptance.
• Temporary Guardianship Agreement: A written agreement in which a parent delegates care and custody of a minor child to a named adult for a stated period, with authority over the child’s schooling, medical care and daily life, subject to limits the parent sets and to revocation at any time. The parent signs and the guardian signs an acceptance. It is not a court order.