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LLC Starter Kit
Everything a new LLC needs after filing: operating agreement, certificates, banking and owner paperwork.
Corporation Starter Kit
Bylaws, stock, board consents and officer certificates for a new corporation.
Startup Founder Kit
Founders agreement, equity, 83(b), advisors and fundraising documents.
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LLC Operating Agreement
A complete operating agreement for a single- or multi-member LLC, member- or manager-managed.
Non-Disclosure Agreement (NDA)
One-way or mutual NDA to protect confidential information shared with partners, contractors or investors.
Founders’ Agreement
Set expectations between co-founders: equity, roles, vesting and IP.
Resolution to Qualify in Another State
Authorize registering your company to do business in another state.
Accountable Plan (Expense Reimbursement Policy)
Reimburse owners and employees for business expenses tax-free, by the book.
Website Terms of Service
Set the rules for using your website or app and limit your liability.
Business Asset Purchase Agreement
Buy or sell a business’s assets, with price, closing, reps and indemnification.
Residential Lease Agreement
A fixed-term lease for a house, apartment or condo.
Commercial Lease Agreement
A lease for office, retail or industrial space, with rent escalations and expense sharing.
Loan Agreement
A full loan agreement between a lender and a business or individual.
Employment Agreement
A full written agreement between an employer and an employee.
Independent Contractor Agreement
Hire a freelancer or consultant without creating an employment relationship.
Prenuptial Agreement
Decide property, debt and support rights before marriage.
Parenting Plan
A detailed custody and parenting-time schedule for separated parents.
Last Will and Testament
A complete will naming an executor, guardians and beneficiaries.
Living Will & Health Care Directive
State your end-of-life care wishes and name a health care agent.
Durable Financial Power of Attorney
Give someone authority over your finances if you can’t act.
Revocable Living Trust (Individual)
Avoid probate and manage your assets if you become incapacitated.
Massachusetts (Common-Law) Business Trust — Declaration of Trust
A business trust with trustees and shareholders, used for real estate, funds and operating businesses.
Certification of Trust
Prove a trust exists without showing the whole trust document.
Domestic Asset Protection Trust (WY, NV, SD, DE)
A self-settled irrevocable trust designed to protect assets from future creditors, under a state that allows it.
Nonprofit Articles of Incorporation
Draft the articles that create a nonprofit corporation and meet IRS 501(c)(3) language.
Nonprofit Bylaws
Complete bylaws for a nonprofit board: officers, meetings, committees, conflicts and amendments.
Donation Acknowledgment Letter (Tax Receipt)
The written acknowledgment donors need for gifts of $250 or more.
Fiscal Sponsorship Agreement (Comprehensive, Model A)
Let a 501(c)(3) host your project and receive tax-deductible gifts for it.
Child Protection and Safe Environment Policy
A safeguarding policy for any nonprofit that works with children or youth.
Narrative Description of Activities (IRS Form 1023 Support)
Draft the detailed activities narrative the IRS requires with your exemption application.
LLC Membership Certificate
A formal certificate evidencing a member’s ownership interest in your LLC.
Corporate Bylaws
Bylaws that set out how your corporation’s board, officers and shareholders operate.
Annual Meeting Minutes
Record your LLC or corporation’s annual meeting and resolutions.
Unanimous Written Consent of Directors
Approve corporate actions without holding a meeting.
LLC Members’ Written Consent
Document a decision approved by your LLC’s members without a meeting.
Stock Certificate
A formal stock certificate with the standard securities-law restriction legend.
Stock Purchase Agreement
Sell or transfer shares of a corporation to a buyer.
LLC Membership Interest Assignment
Transfer all or part of a member’s ownership interest in an LLC.
Amendment to Operating Agreement
Formally change one or more terms of your LLC operating agreement.
Shareholders’ Agreement
Control who can own shares, how they are sold, and how owners buy each other out.
Banking Resolution
Authorize officers or members to open and operate business bank accounts.
Resolution to Change Registered Agent
Authorize a change of registered agent and registered office.
Resolution to Adopt an Assumed Name (DBA)
Authorize your company to do business under a trade name.
Plan of Dissolution and Winding Up
Formally approve closing down your company and distributing what’s left.
Resolution to Elect S-Corporation Status
Authorize an IRS S-corporation election (Form 2553).
Secretary’s Certificate
Certify your company’s documents, resolutions and officers for a bank or lender.
Certificate of Incumbency
Confirm who your company’s officers are, with specimen signatures.
Owner Loan Agreement (Loan to Your Company)
Document money an owner lends to the business, with a repayment schedule.
Capital Contribution Agreement
Record money or property an owner puts into the company, and what they receive.
Home Office Use Agreement (Owner Lease to Company)
Document your company’s use of part of your home as its office.
Convertible Promissory Note
Raise early money as a loan that converts to equity in your next funding round.
Advisory Board Agreement
Bring on an advisor with equity-based pay, clear scope and no employment relationship.
Stock Option Grant Agreement
Grant a non-qualified stock option to an employee, advisor or contractor.
83(b) Election Statement and Cover Letter
Prepare the 83(b) election for restricted stock — it must be filed within 30 days.
Investment Term Sheet
Summarize the key terms of a proposed equity financing before drafting final documents.
Website Privacy Policy
Tell visitors what personal data you collect, why, and what rights they have.
Refund and Return Policy
Spell out when customers can get refunds, returns or exchanges.
Influencer Marketing Agreement
Hire a creator to promote your brand, with FTC disclosure and usage rights built in.
Affiliate Program Agreement
Terms for affiliates who promote your products for a commission.
Freelancer Statement of Work
Define a freelance project’s scope, deliverables, fees and ownership.
Letter of Intent (Business Purchase or Investment)
Set out the key terms of a proposed deal before spending money on full contracts.
Lease Amendment
Change specific terms of an existing lease.
Lease Renewal / Extension Agreement
Extend an existing lease for a new term.
Lease Termination Agreement
End a lease early by mutual agreement.
Sublease Agreement
Let a subtenant use all or part of your rented space.
Rental Application
Collect the information you need to screen a prospective tenant.
Notice of Rent Increase
Give written notice of a rent increase.
Notice of Termination of Tenancy
Give or receive notice that a month-to-month tenancy is ending.
Notice to Pay Rent or Quit
Formally demand overdue rent before starting an eviction.
Security Deposit Itemization and Refund Statement
Explain deductions from a security deposit and return the balance.
Commercial Lease Guaranty
A personal or corporate guaranty of a tenant’s lease obligations.
Office Space License Agreement
Let someone use desk or office space without creating a tenancy.
Property Management Agreement
Hire a manager to run a rental property.
Tenant Estoppel Certificate
A tenant’s signed statement confirming the lease terms — often required by lenders and buyers.
Landlord Consent to Lease Assignment
Get written landlord approval when a tenant transfers a lease.
Promissory Note
A written promise to repay a loan, with interest and a payment schedule.
Personal Guaranty
A guarantee of a business’s debt by an individual owner.
Security Agreement
Pledge business assets as collateral for a loan.
Equipment Lease Agreement
Lease equipment to or from a business, with an end-of-term option.
Debt Settlement Agreement
Settle a debt for less than the full amount, with a full release.
Invoice
A professional invoice with line items, tax and totals calculated for you.
Revenue-Based Financing Agreement
Funding repaid as a percentage of future revenue, with a repayment cap.
Merchant Cash Advance Dispute & Reconciliation Letter
Demand an accounting and reconciliation of a merchant cash advance.
Subordination Agreement
One creditor agrees to be paid after another.
Payment Plan Agreement
Agree to pay an overdue balance in installments.
Demand Letter for Unpaid Invoices
Formally demand payment of overdue invoices, with a calculated total.
Release of Personal Guaranty
Release a guarantor from a guaranty once the debt is paid or refinanced.
Loan Modification & Forbearance Agreement
Change loan terms or pause payments without defaulting the loan.
Profit Sharing Agreement
Share profits from a project, venture or business with a partner or key person.
Royalty Agreement
Pay a royalty on sales of a product, book, brand or other asset.
Consignment Agreement
Sell goods through another seller while keeping ownership until sold.
Barter Agreement
Trade goods or services instead of cash, with tax acknowledgments.
Escrow Agreement
Hold money or documents with a neutral third party until conditions are met.
Limited Signing Authority Letter
Authorize someone to sign specific documents or spend up to a limit.
Business Budget & Cash Flow Worksheet
A monthly budget with income, expenses and net cash flow calculated.
Statement of Account & Late Payment Notice
Send a statement of overdue charges with a calculated balance.
Release & Satisfaction of Debt
Confirm a debt has been paid in full and release all claims.
Recurring Payment Authorization
Get written permission to charge a customer on a schedule.
Employment Offer Letter
A clear job offer with pay, start date and conditions.
Non-Compete Agreement
Limit competition by a former employee, owner or seller.
Non-Solicitation Agreement
Protect customers and employees without a full non-compete.
Employee Confidentiality & Invention Assignment
Keep secrets secret and make sure the company owns what employees create.
Separation & Severance Agreement
Part ways with an employee on agreed terms, with a release of claims.
Sales Commission Agreement
Define how sales commissions are earned, calculated and paid.
Internship Agreement
Set the terms of a paid or unpaid internship.
Employee Termination Letter
Notify an employee in writing that employment is ending.
Resignation Letter
A professional notice of resignation.
Employee Written Warning
Document a performance or conduct issue and the expected correction.
Performance Improvement Plan
A structured plan with goals, support and check-in dates.
Remote Work Agreement
Set expectations for an employee working from home or another location.
Company Equipment Receipt & Return Agreement
Record equipment issued to an employee and require its return.
Payroll Deduction Authorization
Get written authorization to deduct an amount from an employee’s pay.
Retention Bonus Agreement
Pay a bonus to keep a key employee through a date or milestone.
Training Cost Repayment Agreement
Recover training costs if an employee leaves too soon.
Job Description
A clear job description with duties, requirements and classification.
Employment Verification Letter
Confirm an employee’s employment for a lender, landlord or agency.
Employee Handbook Acknowledgment
Have employees confirm they received and read the handbook.
Paid Time Off (PTO) Policy
A written PTO policy covering accrual, carryover and payout.
Expense Reimbursement Policy
Set what business expenses are covered and how to claim them.
Bring Your Own Device (BYOD) Policy
Rules for using personal phones and laptops for work.
Employee Social Media Policy
Set reasonable rules on social media use that respect employee rights.
Anti-Harassment & Complaint Policy
A workplace policy with a reporting procedure and anti-retaliation promise.
Layoff / Furlough Notice
Notify employees of a layoff or furlough, with benefits and rights information.
Volunteer Agreement
Set expectations and protect your organization when using volunteers.
Postnuptial Agreement
Set property and support rules after you’re already married.
Cohabitation (Living Together) Agreement
Put property, bills and breakup rules in writing for unmarried partners.
Marital Separation Agreement
Settle property, support and custody terms when spouses separate.
Child Support Agreement
Document agreed child support, expenses and insurance.
Co-Parenting Communication Agreement
Rules for how separated parents communicate and share information.
Minor Travel Consent Letter
Authorize a child to travel with another adult or one parent.
Child Medical Consent Authorization
Let a caregiver consent to medical care for your child.
Temporary Caregiver Authorization
Give a relative or friend temporary authority to care for your child.
Nanny / Household Employee Agreement
Hire a nanny or household worker with pay, hours and tax duties spelled out.
Babysitter Agreement & Instructions
Short agreement and instruction sheet for an occasional sitter.
Pet Custody & Co-Ownership Agreement
Decide who keeps the pet, and who pays, when a couple or roommates split.
Pet Sitting Agreement
Terms for a sitter caring for your pet at home or at theirs.
Gift Letter (Mortgage / Large Gift)
A donor’s letter confirming money is a gift, not a loan.
Family Loan Agreement
Lend money to a relative with a clear, IRS-aware repayment plan.
Roommate Agreement
Clear rules for rent, bills, guests, chores and moving out.
Adult Child Living at Home Agreement
Set rent, rules and a timeline when an adult child lives with parents.
Elder Care / Family Caregiver Agreement
Pay a family member to care for a parent, with a written record.
Education Funding Agreement
Spell out what a parent or relative will pay toward school, and what’s expected back.
Minor Activity Consent & Waiver
Parent consent and liability waiver for a child’s activity or trip.
House Sitting Agreement
Terms for someone staying in and looking after your home.
Gift Agreement (Property or Money)
Document a gift of money, vehicle or property so it’s clear it’s a gift.
Codicil to Will
Make a small change to an existing will without rewriting it.
Revocation of Will
Formally cancel a previous will.
Self-Proving Affidavit (Standalone)
Add a notarized affidavit to an existing will to speed up probate.
Limited Power of Attorney
Authorize an agent for one transaction or a limited time.
Revocation of Power of Attorney
Cancel a power of attorney and notify the agent and institutions.
HIPAA Authorization
Allow named people to receive your medical information.
Funeral & Burial Instructions
Record your wishes for your funeral, burial or cremation.
Letter of Instruction to Executor
A practical guide to your affairs for your executor and family.
Digital Assets & Accounts Instructions
Tell your executor how to handle your online accounts and digital property.
Nomination of Guardian for Minor Children
Name who should raise your children if you cannot.
Pet Care Designation
Name who should care for your pets and leave them funds.
Ethical Will (Legacy Letter)
Pass on your values, stories and wishes to your family.
Personal Property Memorandum
List who gets which keepsakes without changing your will.
Affidavit of Heirship
Swear who the legal heirs of a deceased person are.
Small Estate Affidavit
Collect a small estate’s assets without full probate where state law allows.
Disclaimer of Inheritance
Refuse an inheritance so it passes to the next beneficiary.
Family Settlement Agreement (Estate)
Heirs agree how to divide an estate or settle a dispute without court.
Estate Asset Inventory
List and total a deceased person’s assets for the executor and the court.
Executor Resignation Letter
Resign as executor and ask for a successor to be named.
Beneficiary Receipt & Release
A beneficiary acknowledges receipt of an inheritance and releases the executor.
Buy-Sell Agreement (Death, Disability, Exit)
Owners agree to buy out a departing or deceased owner’s share.
Joint Revocable Living Trust (Married Couple)
One trust for a married couple, with provisions for the first and second death.
Irrevocable Trust Agreement
A trust that cannot be changed, for asset protection and estate tax planning.
Third-Party Special Needs Trust
Provide for a disabled loved one without losing public benefits.
Pet Trust
Set aside money for your pet’s care that a trustee must use.
Charitable Remainder Trust
Receive income for life, then leave the remainder to charity, with a tax deduction.
Irrevocable Life Insurance Trust (ILIT)
Keep life insurance proceeds out of your taxable estate.
Spendthrift Trust
Protect a beneficiary’s inheritance from creditors and from themselves.
Dynasty / Generation-Skipping Trust
Pass wealth to grandchildren and beyond while limiting estate tax.
Children’s / Minor’s Trust (with Crummey Powers)
Hold gifts for a child or grandchild until they are mature.
Delaware Statutory Trust — Governing Instrument
Governing instrument for a Delaware statutory trust, used by funds and real estate programs.
Nominee Realty Trust
Hold title to real estate in a trust name to keep beneficiaries off the public record.
Land Trust Agreement
A land trust with the trustee holding legal title and the beneficiary in control.
Assignment of Beneficial Interest
Transfer a beneficial interest in a land trust or business trust.
Certificate of Beneficial Interest (Trust Shares)
A share certificate for a business trust or statutory trust.
Voting Trust Agreement
Pool shareholders’ voting power in one trustee for a set period.
Liquidating Trust Agreement
Wind up a company or estate through a trust that sells assets and pays holders.
Rabbi Trust (Deferred Compensation Trust)
Set aside funds for executive deferred compensation, with assets still reachable by creditors.
Intellectual Property Holding Trust
Hold patents, trademarks, copyrights and licenses in a trust that licenses them to your businesses.
Family Business Holding Trust
Hold family business interests in a trust for succession and voting control.
Amendment to Trust
Change a revocable trust without rewriting it.
Restatement of Trust
Replace a trust’s terms with updated ones while keeping its name and date.
Revocation of Trust
Terminate a revocable trust and return the assets to the grantor.
Assignment of Property to Trust
Transfer your belongings and assets into your living trust.
Pour-Over Will
A will that sends anything left outside your trust into the trust.
Trustee Acceptance
A successor or new trustee accepts the role in writing.
Trustee Resignation
A trustee resigns and hands the trust to a successor.
Affidavit of Successor Trustee
Prove a grantor’s death or incapacity so the successor trustee can act.
Notice to Trust Beneficiaries
Notify beneficiaries that a trust has become irrevocable and of their rights.
Trust Accounting & Distribution Statement
An annual account of a trust’s income, expenses and distributions.
Affidavit of Solvency (Asset Protection Trust)
A sworn statement that you are solvent when you fund an asset protection trust.
Qualified Trustee Acceptance & Certificate
The in-state trustee certifies it qualifies and will administer the trust in the governing state.
Directed Trust Agreement (ND, WY, SD, NV, DE)
Split trust duties between a trustee, an investment advisor and a distribution advisor.
Trust Protector Appointment & Powers
Appoint a trust protector with defined powers to adapt a trust over time.
Investment / Distribution Advisor Agreement
A services agreement with the advisor who directs a trustee.
Trust Decanting Resolution
Move a trust’s assets into a new trust with better terms, without going to court.
Change of Trust Situs & Governing Law
Move a trust’s home to a more favorable state.
Private Family Trust Company — Formation Resolutions & Charter Outline
Resolutions and charter terms for a private trust company that serves one family.
Asset Protection Planning — Acknowledgment of Risks
Settlor’s signed acknowledgment of how asset protection trusts work and their limits.
Conflict of Interest Policy
The IRS-recommended conflict policy with annual disclosure statement.
Whistleblower Policy
Protect people who report wrongdoing; required to answer Form 990 questions.
Document Retention and Destruction Policy
A schedule for keeping and shredding records, with a legal-hold rule.
Gift Acceptance Policy
Rules for which gifts you accept: cash, stock, property, bequests and restricted gifts.
Board Member Agreement
A written commitment of duties, giving and conduct for each director.
Executive Director Employment Agreement
Hire a nonprofit executive director with compensation, evaluation and board oversight terms.
Organizational Board Resolutions
The first board action: adopt bylaws, elect officers, open accounts, apply for exemption.
Board Meeting Minutes
A clean minutes template with attendance, motions, votes and action items.
Board Written Consent (Action Without a Meeting)
Approve a decision by unanimous consent without holding a meeting.
Board Committee Charter
Define a committee’s purpose, members, authority and reporting.
Director and Officer Indemnification Agreement
Promise to cover a director’s legal costs for acts done in good faith.
Related Party Transaction Approval Resolution
Document the board’s fair review of a deal with an insider.
Executive Compensation Policy
Set pay by a documented process to meet the IRS safe harbor.
Investment Policy Statement
Set goals, risk, allocation and oversight for the nonprofit’s reserves and endowment.
Operating Reserve Policy
Decide how many months of expenses to hold in reserve and when to use them.
Charitable Pledge Agreement
Record a donor’s promise to give, with a payment schedule.
Restricted Gift Agreement
Accept a large gift with conditions on how it is used and reported.
Endowment Fund Agreement
Create a named permanent fund and set how its income is spent.
Event Sponsorship Agreement (Nonprofit)
Take a business sponsor for your gala or event, with benefits and the deduction line drawn correctly.
Commercial Co-Venturer Agreement (Cause Marketing)
Run a “buy this and we donate” promotion with a for-profit partner.
In-Kind Donation Receipt
Acknowledge donated goods or services without stating a value.
Silent Auction Item Donation Form
Collect items and certificates for a fundraising auction.
Grant Agreement (Funder to Grantee)
The funder’s agreement for a charitable grant: purpose, payments, reports, return of funds.
Grant Progress and Final Report
A structured report to a funder on outcomes, spending and lessons.
Fiscal Sponsorship Agreement (Pre-Approved Grant Relationship, Model C)
The sponsor receives gifts, then grants them to your separate project.
Volunteer Waiver and Release
Have volunteers acknowledge risk and release the nonprofit before they serve.
Program Participant Release and Consent
Informed consent, photo permission and confidentiality for people your programs serve.
Nonprofit Collaboration Agreement (MOU)
Partner two or more nonprofits on a shared program with clear roles and money.
Facility Use Agreement (Nonprofit Space)
Let a group use your building, with insurance, rules and fees.
Consultant Agreement for a Nonprofit
Hire a grant writer, fundraiser, trainer or strategist with safeguards for charity funds.
Scholarship Award Agreement
Award a scholarship with conditions, payment to the school and reporting.
Annual Fund Appeal Letter
A donor appeal with a story, a clear ask and a response device.
Donor Privacy Policy
Tell donors how you protect their information and honor their wishes.
Plan of Dissolution and Distribution of Assets
Wind up a nonprofit: board vote, notices, paying debts and giving assets to another charity.
Nonprofit Plan of Merger
Merge two nonprofits into one, with surviving entity, board and assets.
Minister Housing Allowance Resolution
Designate part of a minister’s pay as a tax-excludable housing allowance in advance.
Church Bylaws
Governing rules for a church or congregation: membership, elders or board, pastor, finances.
Booster Club / Parent Group Bylaws
Bylaws for a school booster club, PTO or support group.
Volunteer Code of Conduct
Set clear expectations and a signed commitment for volunteers.
Board Recruitment, Term and Attendance Policy
Set term limits, attendance and how to recruit and remove directors.