Document List

Business/Legal/Personal Document Ideas:

Corporate and LLC Governance

Bylaws (Corporation)
Operating Agreement (Single-Member LLC)
Operating Agreement (Multi-Member LLC)
Operating Agreement (Manager-Managed LLC)
Operating Agreement (Member-Managed LLC)
Series LLC Operating Agreement
Professional LLC Operating Agreement
Shareholders’ Agreement
Corporate Governance Policy
Initial Organizational Resolutions (Corporation)
Initial Action by Incorporator
Initial Action by Directors
Initial Action by Shareholders
Initial Action by Members
Initial Action by Managers
Corporate Resolution Authorizing Loan
LLC Resolution Authorizing Loan
Banking Resolution
Certificate of Incumbency
Secretary’s Certificate
Officer’s Certificate
Member Certificate
Manager Certificate
Share Certificate
Stock Ledger
Membership Ledger
Capitalization Table

Ownership Transfers, Buy-Sell, and Succession

Buy-Sell Agreement (Entity Redemption)
Buy-Sell Agreement (Cross-Purchase)
Buy-Sell Agreement (Hybrid)
Membership Interest Purchase Agreement
Stock Purchase Agreement
Asset Purchase Agreement
Business Purchase Agreement
Letter of Intent (Business Acquisition)
Confidentiality Agreement for Due Diligence
Due Diligence Request List
Closing Checklist (Transaction)
Bill of Sale (General)
Bill of Sale (Vehicle/Equipment)
Assignment and Assumption Agreement
Assumption of Liabilities Agreement
Novation Agreement
Contract Assignment Agreement
Consent to Assignment (Third Party)
Succession Plan
Key Person Agreement

Finance, Lending, and Debt

Promissory Note
Secured Promissory Note
Unsecured Promissory Note
Loan Agreement
Revolving Credit Agreement
Line of Credit Agreement
Security Agreement (UCC)
Pledge Agreement
Subordination Agreement
Intercreditor Agreement
Payment Plan Agreement
Forbearance Agreement
Debt Settlement Agreement
Deed in Lieu of Foreclosure Agreement
Collateral Assignment Agreement
Guarantee of Lease
Guaranty Agreement
Continuing Guaranty
Personal Guaranty
Loan Closing Instructions
Satisfaction of Mortgage
Mortgage Release

Equity, Investment, and Capital Raising

Subscription Agreement
Investor Questionnaire
Private Placement Memorandum
SAFE Agreement
Convertible Note (Equity Financing)
Investor Rights Agreement
Voting Agreement
Right of First Refusal and Co-Sale Agreement
Equity Grant Agreement
Restricted Stock Purchase Agreement
Stock Option Agreement
Option Plan (Equity Incentive Plan)
409A Valuation Engagement Letter
Capital Call Notice

Employment, HR, and Workforce

Employment Agreement
Employment Offer Letter
At-Will Employment Acknowledgment
Employment Separation Agreement
Severance Agreement
Release of Claims Agreement
Exit Interview Acknowledgment
Employee Handbook
Handbook Acknowledgment Form
Job Description
Commission Agreement
Sales Compensation Plan
Employee Confidentiality Agreement
Employee Invention Assignment Agreement
Employee IP Policy
Employee Equipment Agreement
Employee Reimbursement Agreement
Employee Loan Agreement
Travel Policy
Paid Time Off Policy
Sick Leave Policy
Parental Leave Policy
Overtime Policy
Meal and Rest Break Policy
Timekeeping Policy
Workplace Safety Policy
Drug and Alcohol Policy
Harassment and Discrimination Policy
Complaint Procedure Policy
Disciplinary Action Policy
Performance Improvement Plan
Workplace Accommodation Policy
Background Check Authorization
I-9 Compliance Packet
W-4 Packet
Direct Deposit Authorization
Benefits Enrollment Forms
COBRA Notice Template
Independent Contractor W-9 Request Form

Independent Contractors and Consulting

Independent Contractor Agreement
Consulting Agreement
Professional Services Agreement
Master Services Agreement
Statement of Work
Service Agreement
Subcontractor Agreement
Staffing Agreement
Work Order Agreement

Sales, Marketing, and Commercial Terms

Proposal Template
Quote/Estimate Form
Order Form
Purchase Order Terms and Conditions
Sales Terms and Conditions
Customer Service Agreement
Account Terms and Conditions
Return and Refund Policy
Warranty Policy
Limited Warranty Statement
Warranty Disclaimer
Limitation of Liability Clause Addendum
Indemnity Addendum
Change Order Form
Work Authorization Form
Delivery and Acceptance Certificate
Completion Certificate
Inspection Checklist
Punch List
Referral Agreement
Marketing Agreement
Affiliate Marketing Agreement
Influencer Agreement
Advertising Agreement
Sponsorship Agreement
Brand Ambassador Agreement

Vendor, Supply, Manufacturing, and Distribution

Vendor Agreement
Exclusive Supply Agreement
Non-Exclusive Supply Agreement
Manufacturing Agreement
Private Label Agreement
Product Development Agreement
Quality Agreement
Supplier Code of Conduct
Purchase Agreement (Goods)
Wholesale Agreement
Retail Consignment Agreement
Consignment Agreement
Inventory Financing Agreement
Bailment Agreement
Warehouse Agreement
Fulfillment Services Agreement
Shipping Terms Addendum
Freight Claim Procedure
Return Merchandise Authorization Terms

Technology, Data, and IP

Software License Agreement
End User License Agreement (EULA)
SaaS Subscription Agreement
API Terms of Use
Software Development Agreement
Implementation Agreement
Hosting Agreement
Escrow Agreement (Source Code)
Technology Assignment Agreement
Work Made for Hire Agreement
Intellectual Property Assignment Agreement
Invention Assignment Agreement
Patent Assignment
Trademark Assignment
Copyright Assignment
Trademark License Agreement
Copyright License Agreement
Patent License Agreement
IP Co-Ownership Agreement
Brand Use Guidelines Agreement
Non-Disclosure Agreement (Mutual)
Non-Disclosure Agreement (One-Way)
Confidentiality and Non-Use Agreement
Confidentiality and IP Assignment Agreement (Standalone)
Non-Compete Agreement
Non-Solicitation Agreement
Non-Interference Agreement
Non-Disparagement Agreement
Data Processing Agreement
Privacy Policy
Website Terms of Use
Cookie Policy
Information Security Policy
Acceptable Use Policy
Bring Your Own Device Policy
Remote Work Policy
Social Media Policy
Email Policy
Records Management Policy
Incident Response Plan
Data Breach Notification Plan
Vendor Management Policy
Vendor Risk Assessment Questionnaire
Cookie Banner Consent Language
Data Deletion Request Form
Subprocessor List Notice

Leasing and Property Management

Commercial Lease Agreement
Residential Lease Agreement
Month-to-Month Lease Agreement
Lease Addendum
Lease Renewal Agreement
Lease Termination Agreement
Lease Assignment Agreement
Sublease Agreement
Lease Guaranty
Lease Estoppel Certificate
Notice to Cure Default (Lease)
Notice of Termination (Lease)
Notice of Rent Increase
Eviction Notice Template
Property Management Agreement

Disputes, Notices, and Settlement

Collections Letter
Demand Letter (Payment)
Notice of Default
Cure Notice
Breach Notice
Reservation of Rights Letter
Notice of Claim
Claim Response Letter
Settlement Agreement
Mutual Release Agreement
General Release
Confession of Judgment Agreement
Arbitration Agreement
Mediation Agreement
Dispute Resolution Agreement
Insurance Claim Notice
Hold Harmless Agreement
Indemnity Agreement
Waiver and Release of Liability
Participation Waiver
Event Waiver
Volunteer Waiver
Photo and Media Release
Parental Consent and Release
Assumption of Risk Agreement
Safety Acknowledgment Form
Demand for Return of Property

Compliance, Policies, and Operations

Conflict of Interest Policy
Code of Conduct
Whistleblower Policy
Document Retention Policy
Document Retention Policy Acknowledgment
Business Continuity Plan
Disaster Recovery Plan
Electronic Signature Consent
Electronic Communications Consent
Consent to Text Messaging
Notice of Privacy Practices
Client Engagement Letter (Non-Legal Services)
Client Intake Form
Client Consent Form
Records Release Authorization
Records Request Policy
Media Policy

Nonprofit and Ministry Documents

Nonprofit Bylaws
Nonprofit Conflict of Interest Policy
Nonprofit Board Resolutions
Nonprofit Consent in Lieu of Meeting
Nonprofit Donation Acknowledgment Letter
Nonprofit Gift Acceptance Policy
Nonprofit Fundraising Policy
Nonprofit Volunteer Policy
Nonprofit Facility Use Policy
Nonprofit Scholarship Policy
Nonprofit Benevolence Policy
Church Facility Use Agreement
Church Membership Covenant
Church Leadership Policy
Ministry Support Agreement
Mutual Aid Assistance Agreement
Mutual Aid Fund Policy
Donor Pledge Agreement
Restricted Gift Agreement
Grant Agreement
Grant Application Narrative Draft
Grant Subrecipient Agreement
Memorandum of Understanding
Inter-Organization Cooperation Agreement

Agriculture, Farm, and Equipment

Terms of Sale (Farm Products)
Egg Sales Agreement
CSA Agreement
Livestock Purchase Agreement
Hay Purchase Agreement
Equipment Rental Agreement
Tool Rental Agreement
Vehicle Lease Agreement
Vehicle Use Policy
Fleet Policy
Driver Agreement
Accident Reporting Form
Bill of Sale (Farm Equipment)
Repair Authorization Form
Warranty Repair Policy
Quality Guarantee Statement