Inclusions:
- Revocable Living Trust (2)
- Pour-Over Will (2)
- Guardianship of Minors (2)
- Gifts of Personal Property (2)
- Financial Power of Attorney (2)
- Health Care Directive (2)
- HIPAA Release (2)
- Guardianship of Pets
- Trust Funding Documents

Inclusions:
- Revocable Living Trust
- Pour-Over Will
- Guardianship of Minors
- Gifts of Personal Property
- Financial Power of Attorney
- Health Care Directive
- HIPAA Release
- Guardianship of Pets
- Trust Funding Documents

In a Florida intestate estate (an estate with no valid last will), several counties require an Affidavit of Heirs. The document assembly workflow will create an Affidavit of Heirs form for use in an Orange County Florida probate or summary administration. You might be also able to use it in Florida counties that do not have their own prescribed Affidavit of Heirs form, but check with those other counties first.

Accident benefits are available for those who have been injured in an accident in Alberta. This form is the first step to completing the application process, to receive accident benefits (compensation for losses related to an accident).

Many of our clients for our Name Change product use this form to request for a new social security card with their updated name.

This legal app creates a bill of sale for a motor vehicle in California, along with DMV requirements:
- Compliance with DMV Standards: The document adheres to the specific requirements set by the California Department of Motor Vehicles, ensuring full legal compliance.
- Vehicle Details: Includes crucial information like make, model, year, and VIN (Vehicle Identification Number) of the car.
- Transaction Information: Records the sale price and the date of the transaction.
- Seller and Buyer Information: Captures comprehensive details about the seller and buyer, such as names, addresses, and signatures.
- Additional Terms: Provides space for any extra terms and conditions pertinent to the sale.
- Legal Guidance: Offers assistance in understanding and filling out each section, ensuring the document is a legally binding representation of the sale agreement.
- User-Friendly Interface: Simplifies the process of inputting all necessary information, making it accessible for both individuals and professional dealers.

This workflow can be used to create a bill of sale to facilitate a sales transaction between two parties for an item. It covers a variety of use cases, ie: sale of a boat, sale of a vehicle and/or sale of a horse.

Features
- 50 States
- Complete set of investor docs and disclosures for brokers
- Lender/Purchaser Disclosure Statement (up to 10 investors)
- Investor Questionnaire
- Loan Sale and Servicing Agreement
- IRS W-9.
- The application generates a separate set for each investor

Features:
- 50 states
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- 1st, 2nd, 3rd or 4th lien priority for each property
- Borrowers can be natural persons, entities, trusts or any combination
- Full signature blocks
- Full closing instructions
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Referral fee and co-broker options
- Up to 4 guarantors
- Fixed or adjustable rate provisions
- Default rate option
- Rebalance option
- Impounds option
- Extension option with choice of conditions
- Line of credit option
- Mortgage Loan Disclosure Statement for every state
- CFL disclosure for CFL lenders
- Comprehensive loan agreement
- Comprehensive guaranty
- Comprehensive environmental indemnity for commercial loans
- Holdback option
- DSCR option
- Capital reserve option
- Debt service reserve option
- Interest reserve option
- Guaranteed interest option
- Prepayment penalty option
- Amortized or interest only
- Business purpose certificate
- Non-owner occupancy declaration
- Choice of title endorsements
- Ability to add custom clauses or addenda to closing instructions, note, security instrument and loan agreement
- Up to 6 payoffs
- Many, many varieties of lender and broker fees
- Cannabis clauses
- PACE and HERO clauses
- Multi-lender or single lender friendly
- Comprehensive entity consent, LLC, GP, Corp.
- Certification of trust for trust borrowers
- Non-Borrower Security Instrument Signer

Many of our clients for our Name Change product use this form to request for a gender update on their Colorado Driver’s License.

Features
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- 1st, 2nd, 3rd or 4th lien priority for each property
- Borrowers can be natural persons, entities, trusts or any combination
- Full signature blocks
- Full closing instructions
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Referral fee and co-broker options
- Up to 4 guarantors
- Fixed or adjustable rate provisions
- Default rate option
- Impounds option
- Extension option with choice of conditions
- Line of credit option
- Mortgage Loan Disclosure Statement for every state
- CFL disclosure for CFL lenders
- Comprehensive loan agreement
- Comprehensive guaranty
- Comprehensive environmental indemnity for commercial loans
- Holdback option
- DSCR option
- Capital reserve option
- Debt service reserve option
- Interest reserve option
- Guaranteed interest option
- Prepayment penalty option
- Amortized or interest only
- Business purpose certificate
- Non-owner occupancy declaration
- Choice of title endorsements
- Ability to add custom clauses or addenda to closing instructions, note, security instrument and loan agreement
- Up to 6 payoffs
- Many, many varieties of lender and broker fees
- Cannabis clauses
- PACE and HERO clauses
- Multi-lender or single lender friendly
- Comprehensive entity consent, LLC, GP, Corp.
- Certification of trust for trust borrowers

This workflow creates a college recommendation letter. It's intended to be used by a professor/lecturer on behalf of a student.

Many of our clients for our Name Change product use this form to update their Colorado Birth Certificate.

And we do not stop there. Colorado Name Change can now help you update your gender as well. This includes both state and federal documents (driver’s license, birth certificate, social security, and US passport)!

Welcome to the Justice and Diversity Center’s Complaint Builder.
This interview will take you through a series of questions to create a complaint. You must be the Plaintiff (the person filing the lawsuit) to use this interview.

Features

• Full TRID compliant docs – including the LE and CD
• 11-month max term (11 months plus per diem interest period)
• All federal and state disclosures for DRE and CFL licensees
• Flexibility to put a lien on the existing home, new home or both
• HOEPA compliance
• 3 Day Right to Cancel if placing a lien on the existing residence
• All calculations performed – including APR and TIP
• Special customizable escrow instructions to the purchase escrow
• NMLS endorsement required
• Ability to repay & credit not relevant
• No prepayment penalties or guaranteed interest
• Most are Section 32 = HUD counseling & no financing of soft fees
• 4%, 15-day late charge
• No limitation on rates or points

This agreement allows you to engage other freelancers to complete work for your company. In addition to the agreement that will lay out all of the terms that each party must abide by, this app will produce a Statement of Work (SOW) to lay out the specific details of the engagement with the contractor.
Use this Independent Contractor Agreement when you engage freelancers. This ICA comes with a Statement of Work for defining project details such as deliverables, fee, and payment terms.
Use this questionnaire to create a template for ongoing use in your business. Customize the language in the final document with details specific to your contractor relationship.

Use our free fillable request forms to order your credit reports. These automated forms will assemble the letters you need, including reference to frequently used enclosures so that you can order your reports directly from the credit bureaus.

Automation of court forms on Louisiana court’s website featured in ABA Journal here.

Create a digital accessibility statement, which outlines your organization's commitment to ensuring that your digital content is accessible to people with disabilities. The resulting document will include information about the steps your organization has taken to make your digital content accessible, as well as your plans for ongoing improvements. The digital accessibility statement will also provide guidance and resources for people with disabilities to access the organization's digital content, and contact information for reporting any accessibility issues. The statement can be published on the organization's website, social media channels, or other digital platforms to communicate their commitment to accessibility to the public. Please review the statement thoroughly to ensure it matches your organizations practices and procedures, or you may be subject to fines for misrepresenting the accessibility.

The Discovery Letter is for when you are conducting preliminary research or discovery to gather the information necessary what needs to be done in the full project. Since the deliverables are simple, the Discovery Letter doesn’t contain all the details of the MSA + SOW. If the client chooses to proceed with the project, you will negotiate and sign a full MSA + SOW.
Use this questionnaire to create a template for your business. Customize the language in the final document with details specific to your client relationship.

Automation of court forms on Louisiana court’s website featured in ABA Journal here.

"Divorce is a long, heavily bureaucratic and deeply emotional process, but HelloDivorce truly made it easy and painless for us. The step-by-step process guided us through the myriad of forms in their easy-to-follow software, and our coordinator, Hannah, was always available to help us, whether wrangling and answering questions about the forms or making sure the court stayed on track with moving it through the process. I really felt like they cared about us, and that's really what mattered most."

-Erika Bjune

This legal app specializes in creating domain transfer agreements for various transactions, including purchase, lease, or a combination of purchase and lease options. The templates include the following types of clauses:
- Identification Clauses: Clearly defines the parties involved and the specific domain being transferred.
- Transfer Terms: Details the conditions under which the domain will be transferred, including timeframes and responsibilities.
- Financial Terms: Outlines payment structures, pricing, and any lease terms if applicable.
- Confidentiality Agreement: Ensures the privacy of the transaction and protection of sensitive information.
- Liability and Warranty Clauses: Addresses potential legal liabilities and warranty details regarding the domain's condition and ownership.
- Dispute Resolution: Specifies methods for resolving potential disputes related to the agreement.
- Termination Conditions: Defines scenarios and conditions under which the agreement can be terminated.
- Renewal Options: (If applicable) Details the terms for agreement renewal, especially relevant for lease agreements.

Each template is designed to be customizable to suit the specific needs of your transaction. Please review your agreement in full after generating it to ensure it meets your needs.

The New Hire Letter is for when your Agency is hiring a new employee. This letter has alternate paragraphs for hourly employees and salaried employees. Customize to your agency to reflect expense reimbursement plans, nonsolicitation restrictions, trade secret protection, and other common issues.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an Employment Agreement.

This workflow creates an employment agreement which can be used when employing a new employee.

Features
- 50 states
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- Borrowers can be natural persons, entities, trusts or any combination
- Full signature blocks
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Up to 4 guarantors
- Exhibit “A” for Amounts Owed Itemized and Total
- Exhibit “B” for Other Fees
- Exhibit “C” for Other Conditions to Effectiveness
- Exhibit “D” for Lender Listing

If you're automating templates and creating workflows, it's important to understand how questionnaires will look to the end user. This app shows examples of the different question types as they appear to a person who is completing a questionnaire. You'll also see examples of question logic and page logic.

Automation of court forms on Louisiana court’s website featured in ABA Journal here.

This free tool helps the founders of property development joint ventures create a draft heads of terms document quickly and easily – typically in five minutes or less. No login or payment is required.

The tool uses an online questionnaire to collect the key information. It creates a draft heads of terms document in Word format, which the user can download immediately and edit as needed.

The tool is designed for situations where:

- the vehicle for the joint venture will be a UK private company limited by shares (the 'JV company');
- one or more founders (which may be companies) will hold shares in the JV company;
- the founder(s) may also provide services to the JV company and may contribute funds to the venture;
- one or more financial investors will provide funds, and will receive shares in the JV company in proportion to the amount invested; and
- the JV company will buy the property or site from an unconnected third party.

Misalignment between a multinational group’s intercompany agreements and its transfer pricing policies are an obvious point of challenge for tax administrations.
If a group’s transfer pricing policies make statements which are not supported by their intercompany agreements, then the group is likely to be exposed to significant risks. The time and money spent by the group on transfer pricing advice and documentation may be wasted, and the group may be subject to substantial costs in terms of adverse tax assessments, fines, penalties and disputes
As shown by recent transfer pricing cases such as Coca-Cola and BlackRock, taxpayers should not assume that they can ‘disavow’ their own intercompany agreements after the event if they are incorrect, or supplement their terms if they are incomplete.
This tool from LCN Legal helps multinational groups and their advisers to head off these potential problems by reviewing their agreements in a structured and systematic way.
The output is in the form of an easy-to-read, colour-coded report, which covers the four key areas of alignment between agreements and TP policies.
It highlights areas and issues which may require further attention, so that corrective action can be taken now – and minimise the risk of TP challenges and adverse TP assessments in the future.

Hello Divorce’s financial planning is led by a Certified Divorce Financial Analyst (CDFA). Whether you are just beginning to explore separation from your spouse or you’re already in the process, a CDFA can help you and your spouse understand how finances should be handled.
What can a CDFA do to help you?
- Review and analyze assets, debts, income and expenses
- Help prepare or review court required financial disclosures
- Provide financial consulting regarding proposed settlement options
- Identifying and estimating value of marital and separate property including retirement accounts and stock options
- Propose various options for child and spousal support
- Make recommendations for division of property and debts
- Understand short and long term financial implications of different settlement scenarios
- Explore creative "win-win" settlement options
- Resolve financial disputes between spouses
- Review child related expenses and develop a plan
- Determine a post-divorce/separation budget. 
*Please note, the time purchased is to cover any time the CDFA uses for:
- Communications: meetings, emails, phone calls or video conferencing
- Independent case review or drafting
- Independent research or calculations
- If you would like the attorney to review your documents prior to a meeting, please notify them.

Our legal forms are available individually for download, should you prefer to simply purchase the template, itself, rather than prepare the document using the automated form creator.

For instructions on how to fill in this form, or to see an example of the underlying document, please click here to see the IRS instructions and here to see the Form 2553 sample.

For instructions on how to fill in this form, or to see an example of the underlying document, please click here to see the IRS instructions and here to see the Form 2848 sample.

For instructions on how to fill in this form, or to see an example of the underlying document, please click here to see the IRS instructions and here to see the Form 8821 sample.

For instructions on how to fill in this form, or to see an example of the underlying document, please click here to see the IRS instructions and here to see the Form SS4 sample.

This app will be used for Minnesota residents that cannot afford the filling fee associated with their case.

This workflow will create a comprehensive information security policy for a software company, including a set of guidelines and procedures that govern how the company handles information and protects it from unauthorized access, use, disclosure, or destruction. It outlines the measures that the company takes to ensure the confidentiality, integrity, and availability of information assets and to mitigate information security risks. This includes:
- Risk Assessment
- Appointing a Data Security Coordinator
- Compliance
- Employee Screening and Training
- Remote Access Policies
- Employee Disciplinary Action
- Employee Termination Policies
- Independent Contractor and Third Party Service Provider Policies
- Collection and Disposal of Data
- Security Breach Response Plan
- Security Procedures, including encryption and access restrictions

This tool helps claimants who suspect that an insurance company they are negotiating with is not playing fairly.

This tool helps claimants who have attempted to negotiate their case and have failed to reach an agreement they are comfortable with.

This workflow creates a letter that you can send to your legislator or state representative to canvas a issue.

Many of our clients for our Name Change product use this letter to inform other companies and organizations of their name change.

Features
- 50 states
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- Borrowers can be natural persons, entities, trusts or any combination
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Cover Letter that can be moved onto Your Letterhead
- Lists Events of Default
- Confirms Cure Period
- Computes total amount owed
- Lists Remedies unless Defaults are cured

Features
- 50 states
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- Borrowers can be natural persons, entities, trusts or any combination
- Full signature blocks
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Up to 4 guarantors
- Notary for state where the borrowers and/or guarantors will sign
- Keeps terms private by generating a recordable memorandum

Use this Location Release to obtain rights from property owner to access and shoot photos or video on a property. This Release has options for paid use and free use.
Use this questionnaire to create a template for ongoing use in your business or to generate a project specific release. Customize the language in the final document with details specific to your release.

Requirements:

Opening Documents

• Letter – Initial Consent (Client)
• Letter – Initial Consents (1-10 Heirs/Legatees)
• Letter – Corporate Surety Bond (Client)
• Letter – Petition for Letters and Initial Consents (Client)
• Letter – Original Will Filing (if applicable)
• Letter – Blank Memo (Court)
• Consent to Waiver of Bond (1-10 Heirs/Legatees)
• Consent to Independent Administration (1-10 Heirs/Legatees)
• Renunciation and Nomination (1-10 Heirs/Legatees)
• Designation of Registered Agent (Client)
• Corporate Surety Bond
• Motion to Waive Bond
• MO HealthNet Estate Notice
• Petition for Letters of Administration (if applicable)
• Exhibit A – Letters of Administration (if applicable)
• Application for Probate of Will (if applicable)
• Petition for Letters Testamentary (if applicable)
• Exhibits A and B – Letters Testamentary (if applicable)
• Mailing Labels – (Client)
• Mailing Labels – (1-10 Heirs/Legatees) ### Administration Documents
• Letter – Blank (Client)
• Letter – Issuance of Letters and Next Steps (Client)
• Letter – Inventory and Appraisement (Client)
• Inventory and Appraisement
• Claim(s) Against the Estate by Personal Representative
• Notice of Hearing re Creditor Claim(s) Against Estate ### Closing Documents
• Letter – Closing Documents (Client)
• Letter – Final Instructions (Client)
• Letter – Closing Consents (1-10 Heirs/Legatees)
• Amended Inventory and Appraisement
• Statement of Account
• Schedule of Proposed Distribution
• Statutory Closing Waiver (1-10 Heirs/Legatees)
• Consent to Attorney’s Fees (1-10 Heirs/Legatees)
• Receipt of Property (1-10 Heirs/Legatees)
• Petition for Attorney’s Fees
• Notice of Filing – Statement of Account
• Proof of Mailing – Statement of Account

Use this Model / Appearance Release to obtain rights from a person appearing in photo or video. This Release has options for paid appearances, free appearances, and parental consent if the model is under 18.

This workflow is designed to generate a mutual non-disclosure agreement or a one-way non-disclosure agreement. This workflow is simple and easy to use. Simply input the name, address, and contact information for both parties, and the date of the agreement. The workflow will then generate a PDF document that can be easily printed or emailed.

This workflow is designed to create documents for the sharing of information between parties who have or may have a business relationship, where one party (the Discloser) intends to share certain Confidential Information with the other party (the Recipient). The Discloser wishes to protect the confidentiality of its information and requires the Recipient to take certain precautions to protect that information. The parties also wish to confirm their understanding and agreement that the Recipient will not be bound by any restrictions on its use or disclosure of the Confidential Information except as set out in this Agreement.

Emessay is for small and growing creative businesses that aren't quite ready for a full-service lawyer. This document in particular is for those who are doing business with another party where information on both sides will be disclosed, that either or both sides want to be protected from disclosure to other parties.

Accident benefits are available for those who have been injured in an accident in Ontario. This form is the first step to completing the application process, to receive accident benefits (compensation for losses related to an accident).

You can use this tool to generate your own opt out letter. By opting out, you will eliminate the credit card offers that can be intercepted by ID thieves. This tool also generates a distribution list and envelopes. Remember to save a copy of this letter with your other important credit documents.
We don't collect any data from these request letters and the responses can be emailed or downloaded directly to MS Word. If you need instructions on how to order your credit report, check out our page on How to Order Your Credit Reports. Feel free to call our office to discuss any errors you find at (888) 400-CREDIT | (888) 400-2733 or contact us through this site. In Michigan, you can reach our office at (248) 208-8864.

Use this form to generate your own background report request letters and envelopes from the background check companies that sell your employment and criminal history data.
- Accurint
- BackgroundChecks.com
- Checkr
- Choicepoint
- CoreLogic
- CredentialCheck
- Crimcheck.com
- First Advantage
- HireRight
- Intellicorp
- Justifacts
- LexisNexis
- Screening Reports
- Sterling Information Systems
Remember to order your reports by certified mail and keep a copy of your request letter, just in case the credit bureau does not respond. If you need instructions on how to order your credit report, check out our page on How to Order Your Credit Reports. Feel free to call our office to discuss any errors you find at (888) 400-CREDIT | (888) 400-2733 or contact us through this site. In Michigan, you can reach our office at (248) 208-8864.

Use this form to generate your own credit report request letters and envelopes to order your credit reports from the specialty reporting companies that sell your banking data. These companies maintain information not only about your banking and checking accounts, but also your history of "adverse" transactions like NSF and returned checks.
- CheckRite
- ChexSystems
- Early Warning
- SageStream
- Telecheck
Remember to order your reports by certified mail and keep a copy of your request letter, just in case the credit bureau does not respond. If you need instructions on how to order your credit report, check out our page on How to Order Your Credit Reports.
Make sure to review your reports as soon as they come and look for errors, particularly notations that wrongly indicate that you may have committed fraud. Feel free to call our office to discuss any errors you find at (888) 400-CREDIT | (888) 400-2733 or contact us through this site. In Michigan, you can reach our office at (248) 208-8864.

You can use  this automated form to prepare requests to order reports about your Payday and internet Lending accounts. These reports are used by small dollar lenders to determine consumers' eligibility for payday loans and may also include data about other small dollar obligations.
- Clarity
- Data X
- FactorTrust, and
- MicroBilt.
Our fillable requests allow you to prepare requests for only reports that you want to prepare. We do not capture or save any of your personal information. And if you need help ordering or reading your reports, you can contact us through this site, or call our Michigan office at (248) 208-8864.

This is for Minnesota attorneys that need to end the attorney client relationship after the case is finished in court.

A Durable Power of Attorney allows you to name another person who can pay bills, manage financial accounts, sell real estate, and file tax returns if you’re not able to do so. In the Health Care Directives you’ll designate another person to make your medical and end-of-life decisions for you if you can’t make them yourself. Every adult over the age of 18 should have these in place.

Features
- 50 states
- 1 or 2 borrowers
- 1 or 2 properties in same county, residential or commercial
- Borrowers can be natural persons, entities, trusts or any combination
- Full signature blocks
- Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
- Cover Letter that can be moved onto Your Letterhead
- Comprehensive Pre-Negotiation Agreement
- With or Without a General Release

5 Simple Steps
1. Fill out a quick questionnaire.
2. Automatically generate and download the PIPEDA Breach Reporting Form, Client Notification Letter, Internal Notification Letter and filing instructions.
3. If your area is serviced by a policing partner, you will be offered the opportunity to auto-submit a police report.
4. Access available policies and training to mitigate against future data breaches.
5. Access our affiliate network for value-add services if you choose.

This workflow is designed to help you generate a PIIA agreement. This agreement will protect your confidential information and intellectual property.

You can use this workflow to create QR codes from URLS. This is a useful, miscellaneous workflow that can be used to quickly and easily create QR codes for your own personal use.

Automation of court forms on Louisiana court’s website featured in ABA Journal here.

Use this Referral Agreement when you want to pay and receive referral commissions from other agencies for referring potential clients.
Use this questionnaire to create a template for ongoing use in your business. Customize the language in the final document with details specific to your contractor relationship.

If you're using an out-of-date lease, you're taking on a lot of risk (and liability). We update the lease each month with the latest legal developments to help you stay protected.  

This workflow creates a resignation letter that you can use to quickly and easily resign from any employment post.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft a Restricted Stock Purchase Agreement.

This app is for legal aid organizations looking for standard templates that request for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits. The form included in this workflow is the Letter to Client template. It is important to note that these templates include Minnesota states statutes. Unless you are a legal aid organization in Minnesota, these templates must be updated to reflect your state’s statutes. This is only possible thanks to the generous funding by Legal Services Corporation through the Technology Innovation Grant.

You can find the rest of SMRLS’ free SSI/SSDI workflows on Gavel’s Marketplace: Letter to Social Security Administration, Medical Records Request no Affidavit, Medical Records Request with Affidavit, and Medical Records Fee Waiver. 

This app is for legal aid organizations looking for standard templates that request for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits. The form included in this workflow is the Letter to the Social Security Administration template. It is important to note that these templates include Minnesota states statutes. Unless you are a legal aid organization in Minnesota, these templates must be updated to reflect your state’s statutes. This is only possible thanks to the generous funding by Legal Services Corporation through the Technology Innovation Grant.

You can find the rest of SMRLS’ free SSI/SSDI workflows on Gavel’s Marketplace: SSA Letter to Client, Medical Records Request no Affidavit, Medical Records Request with Affidavit, and Medical Records Fee Waiver. 

This app is for legal aid organizations looking for standard templates that request for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits. The form included in this workflow is the Medical Records Request no Affidavit template. It is important to note that these templates include Minnesota states statutes. Unless you are a legal aid organization in Minnesota, these templates must be updated to reflect your state’s statutes. This is only possible thanks to the generous funding by Legal Services Corporation through the Technology Innovation Grant.

You can find the rest of SMRLS’ free SSI/SSDI workflows on Gavel’s Marketplace: SSA Letter to Client, SSA Medical Records Request (with Affidavit), Letter to the SSA Requesting Medical Records Fee Waiver, and Letter to Social Security Administration. 

This app is for legal aid organizations looking for standard templates that request for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits. The form included in this workflow is the Medical Records Request with Affidavit template. It is important to note that these templates include Minnesota states statutes. Unless you are a legal aid organization in Minnesota, these templates must be updated to reflect your state’s statutes. This is only possible thanks to the generous funding by Legal Services Corporation through the Technology Innovation Grant.

You can find the rest of SMRLS’ free SSI/SSDI workflows on Gavel’s Marketplace: SSA Letter to Client, Medical Records Request no Affidavit, Letter to the SSA Requesting Medical Records Fee Waiver, and Letter to Social Security Administration. 

This app is for legal aid organizations looking for standard templates that request for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits. The form included in this workflow is the Medical Records Fee Waiver template. It is important to note that these templates include Minnesota states statutes. Unless you are a legal aid organization in Minnesota, these templates must be updated to reflect your state’s statutes. This is only possible thanks to the generous funding by Legal Services Corporation through the Technology Innovation Grant.

You can find the rest of SMRLS’ free SSI/SSDI workflows on Gavel’s Marketplace: SSA Letter to Client, Medical Records Request no Affidavit, Medical Records Request with Affidavit, and Letter to Social Security Administration. 

You can use this tool to generate your own security freeze letter with an opt out request. By requesting a security freeze, you will eliminate the ability of credit companies to inquire into your credit report. This "freeze" will insure that if identity thieves attempt to open credit in your name, they will be unable to trigger an inquiry into your credit report. This freeze will indirectly make it more difficult for them to open credit in your name.
After the freeze is issued, the credit bureaus will give you a PIN code that you can use to unlock your report in case you need credit.
We don't collect any data from these request letters and the responses can be emailed or downloaded directly to MS Word. If you need instructions on how to order your credit report, check out our page on How to Order Your Credit Reports . Feel free to call our office to discuss any errors you find at (888) 400-CREDIT | (888) 400-2733 or contact us through this site. In Michigan, you can reach our office at (248) 208-8864.

https://www.unmarry.ca/resources/could-unmarry.ca-be-for-you

The Services Agreement + Statement of Work is your main contract with clients. The services agreement contains your standard legal terms and the statement of work contains project details. If an existing client hires you for additional projects, the client would only need to sign the SOW for the new project.

ABOUT THE SAFE

Our first safe was a “pre-money” safe, because at the time of its introduction, startups were raising smaller amounts of money in advance of raising a priced round of financing (typically, a Series A Preferred Stock round). The safe was a simple and fast way to get that first money into the company, and the concept was that holders of safes were merely early investors in that future priced round. But early stage fundraising evolved in the years following the introduction of the original safe, and now startups are raising much larger amounts of money as a first “seed” round of financing. While safes are being used for these seed rounds, these rounds are really better considered as wholly separate financings, rather than “bridges” into later priced rounds.

In 2018 we released the “post-money” safe. By “post-money,” we mean that safe holder ownership is measured after (post) all the safe money is accounted for - which is its own round now - but still before (pre) the new money in the priced round that converts and dilutes the safes (usually the Series A, but sometimes Series Seed). The post-money safe has what we think is a huge advantage for both founders and investors - the ability to calculate immediately and precisely how much ownership of the company has been sold. It’s critically important for founders to understand how much dilution is caused by each safe they sell, just as it is fair for investors to know how much ownership of the company they have purchased.

The safe has two fundamental features that are critically important for startups:
- It allows for high resolution fundraising. Startups can close with an investor as soon as both parties are ready to sign and the investor is ready to wire money, instead of trying to coordinate a single close with all investors simultaneously. In fact, high resolution fundraising may be much easier now that both founders and investors have more certainty and transparency into what each side is giving and getting.
- As a flexible, one-document security without numerous terms to negotiate, safes save startups and investors money in legal fees and reduce the time spent negotiating the terms of the investment. Startups and investors will usually only have to negotiate one item: the valuation cap. Because a safe has no expiration or maturity date, there should be no time or money spent dealing with extending maturity dates, revising interest rates or the like.

Whether you are using the safe for the first time or are already familiar with safes, we recommend reviewing our Safe User Guide (geared primarily at US companies). The Safe User Guide explains how the safe converts, with sample calculations, an explanation of the pro rata side letter, and suggestions for best use.

While the safe may not be suitable for all financing situations, the terms are intended to be balanced, taking into account both the startup’s and the investors’ interests. There is a trade-off between simplicity and comprehensiveness, so while not every edge case is addressed, we believe the safe covers the most pertinent and common issues. Both parties are encouraged to have their lawyers review the safe if they want to, but we believe it provides a starting point that can be used in most situations, without modifications. We hold this belief because of our firsthand experience seeing and helping hundreds of companies fundraise every year, as well as the thoughtful feedback we received from the founders, investors, lawyers and accountants with whom we have shared drafts of every iteration of the safe.

Needless to say, YC does not assume responsibility for the contents of, or the consequence of using, any version of the safe or any other document found on our website. Before using any of these forms, you should consult with a lawyer licensed in the country where your company was formed.

Automation of court forms on Louisiana court’s website featured in ABA Journal here.

Requirements:

Opening Documents

• Letter – Initial Consent (Client)
• Letter – Initial Consents (1-10 Heirs/Legatees)
• Letter – Corporate Surety Bond (Client)
• Letter – Petition for Letters and Initial Consents (Client)
• Letter – Original Will Filing (if applicable)
• Letter – Blank Memo (Court)
• Consent to Waiver of Bond (1-10 Heirs/Legatees)
• Consent to Independent Administration (1-10 Heirs/Legatees)
• Renunciation and Consent to Independent Administration (1-10 Heirs/Legatees)
• Designation of Registered Agent (Client)
• Corporate Surety Bond
• Motion to Waive Bond
• MO HealthNet Estate Notice
• Petition for Letters of Administration (if applicable)
• Application for Probate of Will (if applicable)
• Petition for Letters Testamentary (if applicable)
• Mailing Labels – (Client)
• Mailing Labels – (1-10 Heirs/Legatees) ### Administration Documents
• Letter – Blank (Client)
• Letter – Issuance of Letters and Next Steps (Client)
• Letter – Inventory and Appraisement (Client)
• Inventory and Appraisement
• Claim(s) Against the Estate by Personal Representative
• Notice of Hearing re Creditor Claim(s) Against Estate ### Closing Documents
• Letter – Closing Documents (Client)
• Letter – Final Instructions (Client)
• Letter – Closing Consents (1-10 Heirs/Legatees)
• Amended Inventory and Appraisement
• Statement of Account
• Final Settlement
• Schedule of Proposed Distribution
• Statutory Closing Waiver (1-10 Heirs/Legatees)
• Consent to Attorney’s Fees (1-10 Heirs/Legatees)
• Receipt of Property (1-10 Heirs/Legatees)
• Petition for Attorney’s Fees
• Notice of Filing – Statement of Account
• Proof of Mailing – Statement of Account

Requirements:

Opening Documents

• Letter – Initial Consent (Client)
• Letter – Initial Consents (1-10 Heirs/Legatees)
• Letter – Corporate Surety Bond (Client)
• Letter – Petition for Letters and Initial Consents (Client)
• Letter – Original Will Filing (if applicable)
• Letter – Blank Memo (Court)
• Consent to Waiver of Bond (1-10 Heirs/Legatees)
• Consent to Independent Administration (1-10 Heirs/Legatees)
• Renunciation and Nomination (1-10 Heirs/Legatees)
• Designation of Registered Agent (Client)
• Corporate Surety Bond
• Motion to Waive Bond
• MO HealthNet Estate Notice
• Petition for Letters of Administration (if applicable)
• Exhibit A – Letters of Administration (if applicable)
• Application for Probate of Will (if applicable)
• Petition for Letters Testamentary (if applicable)
• Exhibits A and B – Letters Testamentary (if applicable)
• Mailing Labels – (Client)
• Mailing Labels – (1-10 Heirs/Legatees) ### Administration Documents
• Letter – Blank (Client)
• Letter – Issuance of Letters and Next Steps (Client)
• Letter – Inventory and Appraisement (Client)
• Inventory and Appraisement
• Claim(s) Against the Estate by Personal Representative
• Notice of Hearing re Creditor Claim(s) Against Estate ### Closing Documents
• Letter – Closing Documents (Client)
• Letter – Final Instructions (Client)
• Letter – Closing Consents (1-10 Heirs/Legatees)
• Amended Inventory and Appraisement
• Statement of Account
• Schedule of Proposed Distribution
• Statutory Closing Waiver (1-10 Heirs/Legatees)
• Consent to Attorney’s Fees (1-10 Heirs/Legatees)
• Receipt of Property (1-10 Heirs/Legatees)
• Petition for Attorney’s Fees
• Notice of Filing – Statement of Account
• Proof of Mailing – Statement of Account

A promissory note can be used as proof that money has been lent by a lender to a borrower. It provides for the repayment terms and interest as well as remedies if the borrower doesn't repay per the agreement terms.

This is a standard residential lease agreement. It can be used in any state within the USA. It covers a wide variety of use cases and can accommodate multiple tenants.

This applies to any resident of Texas that cannot afford to pay filing fees or a bond.

This applies to any resident of Texas that changed their address while their case is pending in court.

This tool helps claimants who have been injured but are either uninsured (such as a car striking a pedestrian) or claimants who's insurance company has not notified the other person's insurer, notify the the appropriate insurer of the incident, so they can receive compensation for their injuries.

Our Hague Envoy platform allows you to receive all of the forms and instructions you need to serve a defendant in a different country that is subject to the Hague Service Convention. This tool will not only produce the documents you need, but you'll also receive step-by-step instructions on what to do with those documents, pursuant to the country your defendant is in.

Don't forget to double check each step in the checklist we provide at the end!

Use this questionnaire to create a template for use in your business. Customize the [bracketed language] in the final document with details specific to your client relationship.

If there is an issue that makes a rental home unsafe to live in, renters should tell their landlord in writing as soon as possible so that the landlord is aware of the issue and can abide by their obligations under the Warranty of Habitability.

If there is an issue that makes a rental home unsafe to live in, renters should tell their landlord in writing as soon as possible so that the landlord is aware of the issue and can abide by their obligations under the Warranty of Habitability.

If there is an issue that makes a rental home unsafe to live in, renters should tell their landlord in writing as soon as possible so that the landlord is aware of the issue and can abide by their obligations under the Warranty of Habitability.

If there is an issue that makes a rental home unsafe to live in, renters should tell their landlord in writing as soon as possible so that the landlord is aware of the issue and can abide by their obligations under the Warranty of Habitability.

This applies to any resident in Wyoming who needs to update information on a certificate. Many of our clients for our Name Change product use this form to update their birth certificate.

The Freeburg Law firm built this free tool that generates accurate, quality expungement documents.

This is a DIY option for those who want to get the ball rolling on an expungement, if they’re not ready or able to hire an attorney, and it is a free way for people to help themselves.

The tool generates documents to petition Wyoming courts to expunge misdemeanor convictions and arrests. 

After the petitioner fills out the form, they download their documents in PDF or Word format to submit to the Court.

What documents does the tool create?

• The first document is the Petition for Expungement. It asks the court to consider sealing the record. It identifies the petitioner and the case numbers for the records to be expunged.

• The second document is the Proposed Order for Expungement. The judge signs it to grant the petition. It contains the instructions for the court to complete the expungement.

• The tool also generates letters for the prosecuting attorney and the Division of Criminal Investigation. The petitioner must send them copies of the expungement documents before the judge considers the expungement. The prosecutor and investigators have 30 days to submit any objections to the court.

The state of Wyoming has two different petitions to change your name.

• Adult
• Minor under the age of 18 (coming soon!)
• Victim of domestic violence (coming soon!) Each of these petitions have more than one legal form that must be filled out and submitted to the court. This process can be difficult. It is not always clear what forms need to be filled out.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an addendum to preexisting agreements.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft a Board Consent Agreement with clauses for resignation of an officer, opening a bank account, approval of a loan, appointment of an officer, resignation of director and election of new director, appointment advisor, safe financing, convertible note financing, stock option grant, execution of agreement, and execution of employment agreement.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an agreement of services with contractors.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an Indemnification Agreement.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an Independent Contractor Agreement.

This workflow is intended for individuals that do not have the resources to get an attorney to draft their own resignation letter from the board of directors.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft an Offer Letter.

Here is a tutorial video on when and how to use a Personal Property Memorandum as part of your estate plan: What property can be distributed using a memorandum, and how it is different than a Will or Trust.

Go on to watch this video to watch this app in action.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft a Promissory Note.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft a written consent by the shareholders for an equity incentive plan.

This workflow is intended for adult Tennessee residents that do not have the resources to get an attorney to draft a Petition for Name Change.

This workflow is intended for start ups or other companies that do not have the resources to get an attorney to draft a Termination Agreement.