For some things, a simple template may be all you need. But when creating contracts, agreements, and other legal documents and forms, there are questions that need to be answered to determine what content to include in your document. Vertex42 provides you with a powerful collection of templates to use in your business and family life, and now through our partnership with RocketLawyer.com, we can share with you a hand-picked collection of easy-to-customize forms that will help you work through common legal stuff.

Contracts & Agreements

  • Business PlanUse this if…
    - You want to start a new business and want to set out the blueprint for the new venture.
    - You are starting a new business venture or project and would like to present a plan to potential investors.
  • Loan AgreementUse this if…
    - Making a loan to someone.
    - Borrowing money from a private party.
    - Wish to prepare an amortization table, if the loan will include interest.
    - Determine the amount of a monthly payment on a loan.
  • Non-Disclosure AgreementUse this if…
    - You will be sharing proprietary information with another person or organization.
    - You will be given access to proprietary information that belongs to another person or organization.
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  • Bill of SaleUse this if…
    - You own property, other than real estate or a vehicle, that will be sold or transferred.
    - You plan to buy property, other than real estate or a vehicle, from a third party and want to have it in writing.
  • Vehicle Bill of SaleUse this if…
    - You own a vehicle which will be sold or transferred to another person.
    - You plan to buy a vehicle from an individual rather than an auto dealer.
  • Promissory NoteUse this if…
    - You are making a loan to someone.
    - You are borrowing money from a private party.
    - you wish to prepare an amortization table, if the loan will include interest.
    - You want to determine the amount of a monthly payment on a loan.
  • LLC Operating AgreementUse this if…
    - You are ready to form an LLC and you want to define the business terms of the LLC.
  • Release of LiabilityUse this if…
    - You own a business and want to reduce your liability.
    - You are interested in seeking temporary authority to seek medical emergency information for your patrons.
  • Partnership AgreementUse this if…
    - You are ready to form a Partnership and you want to define the business terms of the Partnership.
  • Business ContractUse this if…
    - Your business will be selling goods (products) or services to another business.
    - Your business will be purchasing goods (products) or services from another business.
    - You are an individual purchasing services from a business.

Employment and HR Documents

  • Employment ApplicationUse this if…
    - You want to determine a prospective employee's qualifications for a position.
    - You want to compare several applicants for a position.
    - You want to learn about an applicant's qualifications in preparation for an interview.
  • Independent Contractor AgreementUse this if…
    - You will be providing services for a company as an independent contractor and not an employee.
    - You will be contracting with an independent contractor who will provide services to your company.
  • Employee Evaluation FormUse this if…
    - You are the employer or supervisor responsible for employee evaluations and would like to an evaluation form to follow and provide documentation of employee's job performance.
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  • Employee HandbookUse this if…
    - You would like to establish certain rules of conduct for your employees to ensure that your work environment is safe, healthy, and positive for all company personnel.
  • Employment AgreementUse this if…
    - You are hiring a new employee and wish to specify the rights and obligations of both the employee and the employer.
    - You are becoming an employee and your employer will not be providing a written employment agreement.
  • Employment Resignation LetterUse this if…
    - You want to notify the employer in writing of your resignation and the reasons for leaving.
    - You want to give advance notice of leaving a position as may be required by the employer.
  • Consent to Background and Reference CheckUse this if…
    - You are an employer and you would like to run a background and reference check on a job applicant to verify the information provided by job applicant, to find out if job applicant has a criminal record, or to speak with former employers of job applicant regarding their past job performance.
  • Termination LetterUse this if…
    - You need to terminate an employee because of layoffs, poor performance or any other reason.
  • Employee Warning LetterUse this if…
    - You want to officially warn an employee about attendance, performance, behavior or other issues that must be addressed.
  • Work for Hire AgreementUse this if…
    - You will be providing services for a company as an independent contractor and not an employee.
    - You will be contracting with an independent contractor who will provide services to your company.
    - You want to ensure that the contractor has no rights of ownership over the work product created under the agreement.

Copyright & Trademarks

  • Copyright NoticeUse this if…
    - You want to provide notice to others that you claim copyright protection in your work.
    - You want to provide contact information so that potential licensees are able to properly identify the owner of the work.
    - You want to prevent accused copiers from arguing that their acts of copying were innocent mistakes.
    - You want to claim for yourself the full range of benefits afforded under copyright law.
  • Trademark Violation LetterUse this if…
    - You want to demand that another party stop using a trademark that is identical or confusingly similar to your trademark.
    - You want to prepare for a meeting with a trademark attorney to discuss a possible infringement of trademark rights.
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  • Copyright RequestUse this if…
    - You would like to use copyrighted material or parts of it in a paper, blog, or some other medium and need to ask for permission from the owner.
  • Trademark Application WorksheetUse this if…
    - You want to obtain information about the trademark application process.
  • Provisional Patent ApplicationUse this if…
    - You have an invention that you want to protect with a provisional patent in advance of a full, non-provisional patent filing.

    Advantages include:

    - You can use a "Patent Pending" notice on your invention to deter others from copying your invention.
    - You have up to a year to decide whether you need to file a non-provisional application (which is much more costly and time consuming).
    - You establish an official patent application filing date. This is important because the U.S. now follows a "first to file" rule.

    Please note:
    - A provisional patent application will NOT get you a patent on its own. In order to obtain a formal patent, you must follow up the provisional application with a non-provisional application within 12 months. For attorney assistance with filing a non-provisional application use the Rocket Lawyer On Call® attorney service.

Property Management

  • Lease AgreementUse this if…
    - You want to rent a room in your home to a tenant.
    - You're leasing residential property to a tenant.
    - You want to lease residential property from a landlord who doesn't have a lease form.
  • Residential LeaseUse this if…
    - You're leasing residential property to a tenant.
    - You want to rent a room in your home to a tenant.
    - You want to lease residential property from a landlord who doesn't have a lease form.
  • Rental ApplicationUse this if…
    - You are renting out a property.
    - You want to document each applicant.
    - You want to perform background and credit checks on applicants.
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  • Quit Claim DeedUse this if…
    - You are passing your rights in a piece of property to a spouse or ex-spouse
    - You are gifting your property to another person or family member
    - You are transferring ownership in a property to a trust
    - You are correcting the spelling of a name in a previous deed
    - You are changing tenancy (how the property is owned) between owners
    - You are clarifying if the property is community or separate property after marriage
    - You own a business and you want to buy or sell real property.
  • Home Rental AgreementUse this if…
    - You want put in writing the details of your agreement.
    - You want to properly document specific arrangements between you and your tenant.
    - You want to rent a room in your home to a tenant.
    - You want to lease residential property from a landlord who doesn't have a lease form.
  • Intent to Purchase Real EstateUse this if…
    - You want to document the terms tentatively agreed upon for the purchase of property.
    - You want to provide a lender with some evidence of a proposed purchase of property.
    - You want to prohibit the seller from negotiating with any other prospective buyers.
  • Eviction NoticeUse this if…
    - You have a rental property and you want to terminate the tenancy and remove the tenant(s) from the property.
  • Contract for DeedUse this if…
    - A Purchase Agreement has been signed by the Buyer and Seller of real property who are ready to proceed with finalizing the transaction.
    - You are selling real property to a Buyer who is unable to obtain financing through a bank or other financial institution and you have decided to act as the financer.
    - You are buying real property from a Seller who is willing to allow you to reside on the property while you make payments toward to total purchase price.
    - You are a Buyer who has no established credit or bad credit and wish to purchase a home by making payments on the sales price to the Seller without financing with a bank or other financial institution.
    - You want to determine the amount of a monthly payment on a loan contract.
  • Commercial LeaseUse this if…
    - You own commercial property that will be leased to a new tenant.
    - You own commercial property that will be converted to a rental property.
    - You want to lease commercial rental property from a landlord who does not have a lease form.
  • Late Rent NoticeUse this if…
    - A rental payment has not been paid and you want to demand payment from the tenants.

Tax Forms

  • W9 Form- This form is used when a business needs to request the federal tax ID of an individual or another business. Employees complete this form. Freelance, sub-contractor, and other service businesses also complete these forms when requested, so that the company they are doing work for can send them a 1099-MISC form at the end of the year.
  • 1099-MISC Form- This form is used to report miscellaneous income to the IRS. For example, money paid to a non-employee, royalties, fees, commissions, rent, prizes, awards, legal services, etc.
  • W2 Form- A W-2 reports the amount of federal, state, and other taxes withheld from an employee's paycheck. These forms are provided by an employer to their employees. Copies of the W-2 are sent to the IRS with an individual's tax return.
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Consumer, Medical, & Identity

  • Medicare Appeal Denial Part BUse this if…
    - You want to inquire as to why a claim was denied.
  • Bad Check NoticeUse this if…
    - A check has been returned unpaid and you want to demand payment from the party who signed the check.
  • ID Theft AffidavitUse this if…
    - You want to avoid becoming obligated for debts incurred by an identity thief.
    - You want to assist creditors in investigating fraudulent use of your identity.
  • Change of Address LetterUse this if…
    - You have moved and need to notify friends, relatives and business contacts of your new address.
    - Your address has changed.
  • Home Inventory WorksheetUse this if…
    - You want to organize information concerning household items in one centralized location.
    - You want to establish a record of your personal property in the event of theft, fire, or natural disaster.
  • Medical Records Transfer FormUse this if…
    - You have a new doctor or change doctors.
    - You move to a new location.
    - You need to transfer hospital or nursing home records.
    - You need to transfer certain records to a specialist.
  • Credit Report ChallengeUse this if…
    - You want to challenge an unfavorable entry or mistake in your credit report.
    - You want to request the deletion of information more than seven years old (ten years in the case of bankruptcy).
    - You want to have your response to an unfavorable entry in your credit report recorded in the report.

Wills and Estate Planning

  • Power of AttorneyUse this if…
    - You want to grant authority to someone to act on your behalf in your absence.
    - You want to grant authority to someone to act on your behalf in the event you become incapacitated.
    - You want to grant authority to someone to act on your behalf in specific situation.
  • Last Will and TestamentUse this if…
    - You'd like your property, including Digital Assets, distributed according to your wishes after your death.
    - You'd like to list the people or organizations that will receive your property after your death.
    - You'd like to list the person or group who will carry out the terms of the last Will.
    - You'd like to name who is responsible for minor children if their other parent is unable to take care of them.

    Note: If the value of what you own is going to be larger than the federal estate tax exemption amount, currently $5,120,000, it's a good idea to get an attorney.

    *Digital assets: A last will and testament can help you pass along many computer and Internet-related property, including online accounts or digital files. Other examples of digital assets include email accounts, blogs, social-networking websites, online backup services, photo and document sharing websites, business accounts, domain names, virtual property and computer files.
  • Living TrustUse this if…
    - You own property to be distributed upon your death.
    - You want to designate the persons or organizations that will receive your assets after your death.
    - You want to designate a person who will carry out your wishes.
    - You want to use a living trust and a pour-over will instead of a will, perhaps for privacy reasons.
    - You want to have a system in place for the management of your assets and the care of your pet(s) if you become unable or unwilling to manage or care for them yourself.

    *Digital Assets: The definition of digital assets is broad and can include any online accounts or files stored on a computer or server. Examples of digital assets: email accounts, blogs, social-networking websites, online backup services, photo and document sharing websites, financial and business accounts, domain names, virtual property, and computer files.
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  • Living WillUse this if…
    - You want to specify your wishes so that it is more likely they will be carried out.
    - You are facing the possibility of surgery or a hospitalization.
    - You have declining health.
    - You have been diagnosed with a terminal condition.
  • Affidavit of Small EstateUse this if…
    - Your spouse or close relative has died without a will and you would like to finalize his or her estate matters.
    - You were named the personal representative or executor of an estate that qualifies as a "small estate" under the law.
  • Affidavit of HeirshipUse this if…
    - You want to make it known that you are the lawful heir of a deceased person.
    - You want to assert legal right and ownership over the personal and real property of the deceased.
  • Do-Not-Resuscitate GuideUse this if…
    - You want to learn about pre-hospital DNR programs as they apply to your particular health status.
    - You want to learn what pre-hospital DNR programs are available in the state where you live.
  • Revocation of Power of AttorneyUse this if…
    - You want to revoke an existing power of attorney.
    - You want to revoke an existing power of attorney as a precaution in the preparation of a new power of attorney.
  • Codicil to WillUse this if…
    - You want to change one or more provisions of your existing Will due to events such as a marriage or divorce, the birth of a child, a move to another state, a significant change in financial status, a change in tax laws, or the death of a beneficiary.
    - You want to add or change beneficiaries.
    - You want to add or change the nomination of any executor, trustee or guardian.
    - You did not include Digital Assets in your existing Will but would like to address them now. Digital Assets can include any online accounts or files stored on a computer or server, such as email accounts, blogs, social-networking websites, and photo and document sharing websites. You can use the Codicil to Will to appoint a Digital Executor to handle your Digital Assets.
    - You want to modify conditions or restrictions on the receipt of a bequest, such as the age at which a child can receive a bequest.
  • Affidavit of ResidenceUse this if…
    - You would like to verify your residence in order to change your children's school district.
    - You would like to verify your residence for a court or business questioning you residency.
    - You would like to verify the death and residency of a deceased person in order to claim or release funds or other property of the deceased person.

Divorce and Child Care

  • Divorce Settlement AgreementUse this if…
    - You know where your spouse is and you are in contact with him/her
    - You and your spouse have decided to divorce and you agree on how to divide your property and assets
    - You and your spouse are currently negotiating the terms of your divorce and would like to create a plan for the division
    - You and your spouse plan to meet with a divorce attorney together and would like to be prepared with an outline for the division of property and assets
  • Child Care AuthorizationUse this if…
    - You would like to authorize your child's school to release your child to another individual
    - You would like to give authorization for another individual to make decisions regarding your child in your unexpected absence.
  • Power of Attorney for ChildUse this if…
    - You are leaving your child(ren) in someone's care for an extended period of time.
    - You want a Power of Attorney in place in the event you are unexpectedly unavailable to make decisions for your child(ren).
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  • Marriage Separation AgreementUse this if…
    - You and your spouse have decided to legally separate and you both agree on how to divide your property and assets.
    - You and your spouse are considering a divorce and would like to legally separate temporarily while you make a final decision on ending your marriage completely.
    - You and your spouse are currently negotiating the terms of your legal separation and would like to create a plan for the legal separation.
    - You are contemplating a legal separation and would like to set preliminary terms for a division of your property.
    - You plan to meet with an attorney regarding a legal separation and would like to be prepared with an outline for the division of property and assets.
  • Divorce WorksheetUse this if…
    - You are contemplating a divorce and need to identify the basic information involved.
    - You want to organize information about you and your family to provide the relevant data to your attorney, financial advisor or others who will be assisting you in obtaining or resisting a dissolution of your marriage.
  • Prenuptial AgreementUse this if…
    - You are contemplating marriage and wish to explain rights and obligations of each person regarding property.
    - You own significant amounts of property.
    - You have previously been married.
    - You have children from a prior marriage.
  • Transcript RequestUse this if…
    - You are changing schools and need a transcript sent to a new school.
    - You are applying for a job and the prospective employer would like a copy of your transcript.
  • Child Visitation LetterUse this if…
    - You want to plan visitation for a child with the other parent.
    - You want to inform the other parent that they are not complying with the child visitation provisions.
  • Child Support Review LetterUse this if…
    - You currently pay child support and would like to request a review of your current obligation.
    - You currently receive child support payment and would like to request a review of the current child support obligation.
  • Domestic Partnership AgreementUse this if…
    - You are a couple who has decided to form a long-term committed relationship and want to solidify the relationship by outlining the responsibilities of each partner.
    - You want the legal and emotional security that a legal document can provide in protecting your interests should something unexpected occur.
    - You want a document that summarizes what will happen to you and your partner's assets and income in the unfortunate event of separation or death.
    - You want to reduce conflict and distress in case of a breakup by outlining both partners' wishes.

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