Document Template Library

 

Download these templates and use them over and over again to maintain clear records.

 

 

To use the Automated Workflow:

   1. Download your template and open in Microsoft Word

   2. Enable Content to allow macros

   3. Use keyboard shortcut (Ctrl + h)  to start the automation (Shift + h on a Mac)

 

See Screen Shot

 

 

Promissory Note

A signed document containing a written promise to pay a stated sum to a specified person or the bearer at a specified date or on demand.

Download Promissory Note

 

 

Business Loan Combo

A combo document including the Promissory Note, Minutes and Waiver of Notice of Special Meeting (All-in-One) for documenting a business loan.

Download LLC Loan Combo

 

Download Corp Loan Combo

 

 

Minutes

Minutes (or Notes) are the instant written record of a meeting. They typically describe the events of the meeting and may include a list of attendees, a statement of the issues considered by the participants, and related responses or decisions for the issues.

Download LLC Minutes       Download Corp Minutes

 

 

Waiver of Notice of Special Meeting

Often formal notice is required before important corporate meetings. If you don't want to get this required notice, the Waiver of Notice document lets you waive this requirement.

 

Download LLC Waiver of Notice of Special Meeting

 

Download Corp Waiver of Notice of Special Meeting

 

 

Lease Documents

These lease documents are ideal for simple equipment leases between family members and/or closely held businesses.

 

Download Equipment Lease 

 

Download Motor Vehicle Lease

 

 

Extras

Includes:

   • Notary Public Text (can be added to any document as needed)

   • Sample wording for the Promissory Note Repayment Description and Resolutions for Company Minutes.

 

Download Extras

 

 

Have a document you’d like to share?  Please send it to idea@moneytools.net and we’ll consider adding it to this library.

 

Note: These document templates are NOT certified legal documents.  By using them you agree to accept full responsibility for any shortcomings and inaccuracies in your final documents. You are encouraged to seek legal counsel to determine whether these templates will cover your needs.

 

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