Documents

Financial legal documents

Documents that record money moving between people — a sale, a loan, a repayment, or a sum being asked for and settled.

10 documents across 3 sections, each prepared and reviewed by a qualified lawyer.

Sales & Transactions

Documents that record a sale of goods or property between two parties, and what was charged for it.

View all Sales & Transactions

  • Sales & Transactions

    Personal property agreements

    Record who owns or shares personal belongings.

  • Sales & Transactions

    Bill of Sale

    Record the sale and transfer of an item from seller to buyer.

  • Sales & Transactions

    Invoice Form

    Bill a customer for goods or services provided.

Loans & IOUs

Documents that record money lent, the terms for repaying it, and what a borrower's finances look like.

View all Loans & IOUs

  • Loans & IOUs

    Personal loan agreements

    Put money lent between people on clear terms.

  • Loans & IOUs

    Promissory notes

    A written promise to repay a sum of money.

  • Loans & IOUs

    Amortization Schedule

    Lay out each loan payment split between principal and interest.

  • Loans & IOUs

    Financial Statement (Personal)

    Summarize your assets, debts and income in one statement.

Demands, Debt & Disputes

Letters and agreements used when a sum is being asked for, disputed or settled.

View all Demands, Debt & Disputes

  • Demands, Debt & Disputes

    Demand letters

    Formally ask for payment or action before going further.

  • Demands, Debt & Disputes

    Debt Settlement Agreement

    Agree the terms on which a debt will be settled.

  • Demands, Debt & Disputes

    Complaint Letter

    Put a complaint about a product or service in writing.

Other document categories

The rest of the document catalogue.

If what you need isn’t in Financial, it may sit under one of these. Or see every category at once.

Can’t find it?

Not every matter fits a form. Tell us about yours.

If what you need isn’t in Financial, it may sit under another category — or it may be something we handle as a matter rather than a document. Describe it in your own words and a lawyer will tell you which.