Forms and Financial Worksheets

Personal

Authorization to Release Records -- As part of the financial planning process, you may need to use this to have records released from your broker or CPA to your financial planner.

Child Medical Care Authorization -- A boilerplate form for ensuring your child can get appropraiate medical attention when your child is in the care of someone other than the parent or guardian.

Investment/Financial Planning Questionaire -- This is a basic questionaire for financial information. Your financial planner will need this information to begin advising you. You may also want to fill it out for yourself to get an overview of your financial position and to help yourself start thinking about specifying your goals and priorities.

Notice to Correct Credit Error -- Use this to attempt to correct errors in your credit report.

Personal Budget Worksheet -- Everyone needs to budget. Use this simple form to get started.

Personal Financial Worksheets -- This contains a form for documenting your personal or business net worth and a form for determining income and expense for a business. Use the budget worksheet above for your personal cash flow.

Post Mortem Checklist -- This indicates the records, documents, and information which should be gathered for the executor, attorney, and accountant in the event of a person's death.

Power of Attorney -- A very basic power of attorney. Most people actually need several documents. A general power of attorney to be used in case you become incapacitated and unable to manage your own affairs, a power of attorney for health care (sometimes known as a living will) which will govern who can decide what regarding your medical treatment when you can no longer communicate your health care decisions.

Record Retention Guide -- A straightforward guide for individuals and organizations regarding how long you must retain various categories of records and documents.

Vital Record Organizer -- This organizer is helpful in locating and documenting the location of all of your important documents. It should be kept where it can be located easily in case of your disability or death. Also, it is very useful for you to locate your documents if you are absent minded or have a poor filing system.

Employment

Confidentiality Agreement -- A sample confidentiality agreement for an employee.

Employment Agreement -- A sample employment agreement. Employment laws are constantly changing. Consult your attorney regarding the do's and don'ts which affect your employment agreement in your state at this time.

Employment Application - Elaborate -- A two-page sample employment application.

Employment Application - Simple -- A one-page sample employment application.

Exiting Employee Checklist -- When the time comes for your employee to be gone, make sure you follow some standard exit procedure. This checklist is a starting point for your consideration.

Independent Contractor Agreement -- Here is a sample independant contractor agreement.

Independent Contractor Agreement - Elaborate -- Here is a sample independant contractor agreement with all sorts of provisions for work ownership, deliverables and other details.

Loans & Sales

Bill of Sale -- A simple bill of sale.

Promisory Note (Balloon) -- A sample promissary note which provides for a baloon payment at the end of the loan period.

Promisory Note (Demand) -- A sample promissary note which provides for a payment on demand of the loan after a specified time.

Promisory Note (Fully Amortized) -- A sample promissary note which provides for fully amortizing the principal over the life of the loan. To calculate the amortization, principal, interest, and payment amount, see our tools page.

Sales Agreement -- This sample sales agreement is for an installment sale to be used in conjunction with a promissary note

Business

Construction Contractor Agreement -- A sample construction contract agreement. Review this to get an idea of the elements which you might have to address in contracting for significant construction.

Nondisclosure Agreement -- This is boilerplate for nondisclosure agreement between two entities as they exchange information prior to entering into some sort of contract or agreement.

Partnership Agreement -- A boilerplate partnership agreement. Partnerships are a form of business which have numerous liability, control, and tax implications. Be sure you consult your professional advisrors before entering into any partnership agreement.

Real Estate

Commercial Lease - Gross -- A sample commercial lease.

Lanlord's Consent to Sublease -- A sample agreement form indicating the landlord's approval of a sublease.

Lease Assignment -- You will need a form like this when a lease is being assigned from one party to another. It requires the landlord's agreement in order to be valid.

Residential Rental Application -- A boilerplate application to be submited by a prospective renter of residential property.