Legal Documentation
A repository of legal guides and templates for various personal and business needs.
Filter down by subcategories:
Contracts and Agreements
Templates and guidance on drafting legal contracts and agreements.
Employment Law
Resources on employment laws, rights, and employer-employee relations.
Intellectual Property
Guidelines on protecting and managing intellectual property.
Property and Real Estate
Legal advice and documents related to property and real estate.
Small Business Law
Legal resources tailored for small businesses and entrepreneurs.
All playbooks for this category:
Accessibility Compliance in Property Development
This playbook outlines the steps necessary for understanding and complying with accessibility requirements in the context of property development and management. It is designed to ensure that properties meet legal and standards-based accessibility criteria.
Administering Employee Benefits
This playbook outlines the steps for administering employee benefits in compliance with the Employee Retirement Income Security Act (ERISA). It details essential actions to ensure lawful benefits management.
AI & Intellectual Property
This playbook outlines the procedural steps to understand the impact of artificial intelligence on intellectual property law. It addresses the complexities surrounding authorship and inventorship in the era of AI and sifts through the challenges and opportunities this technology poses.
Amending a Will
This playbook outlines the steps necessary to legally amend an existing will through the addition of a codicil. It is designed to ensure that the changes are enforceable and recognized by law.
Anti-Discrimination Policy Creation
This playbook describes the sequential steps necessary for creating and implementing an effective anti-discrimination and harassment policy within a workplace environment. It guides through the policy development, employee communication, and enforcement stages.
Appointing a Child Guardian
This playbook provides a step-by-step guide for appointing a guardian for minor children in your will. It includes considerations for choosing the right person and the legal processes involved.
Assembling a Confidentiality Agreement
This playbook describes the process of drafting a confidentiality agreement to protect sensitive information and trade secrets. It outlines the key components that should be included and the steps for crafting and finalizing the agreement.
Avoiding Probate with Trusts
This playbook outlines the steps to set up trusts that enable estate assets to bypass the probate process. By establishing the right type of trust, beneficiaries can access assets more quickly and privately.
Avoid IP Infringement in Advertising
This playbook provides guidance for advertisers and marketers on how to avoid infringing intellectual property rights during their campaigns. It covers best practices for using images, music, slogans, and other protected materials.
Business Audit Preparation
This playbook provides a structured approach to preparing for a business information audit, aiming to minimize legal risks and ensure a smooth audit process.
Business Contract Creation
This playbook provides a structured approach to crafting and negotiating business contracts. It covers the essential components necessary for legally binding agreements and provides strategies for effective negotiation.
Business Disputes Management
This playbook describes the process for managing business disputes effectively and lays out the procedural steps necessary to navigate the litigation process if it becomes unavoidable.
Business Growth Legal Planning
This playbook outlines a strategic approach to handling the legal considerations involved in scaling a small business. It provides a framework for managing legal risks and ensuring compliance as the business expands.
Business Insurance Guide
This playbook guides business owners through understanding the different types of business insurance available and advising them on how to determine the appropriate coverage needed for their specific business needs.
Business Licensing Guide
This playbook outlines the steps required for small business owners to identify and acquire the necessary licenses and permits to legally operate their business.
Business Plan Development
This playbook outlines the process of drafting a comprehensive business plan with a focus on incorporating legal considerations specific to a small business. It guides entrepreneurs through the preparation, drafting, and review stages to ensure that the business plan meets both strategic and regulatory requirements.
Combating Counterfeit Goods
This playbook outlines strategies to prevent and combat counterfeit goods. It covers market surveillance, collaboration with customs authorities, and legal enforcement against infringers.
Commercial Lease Negotiation
This playbook outlines a strategic approach to negotiating the terms of a commercial lease. It focuses on key areas such as rent, lease duration, renewal options, and exit clauses to optimize the agreement for the tenant.
Commercial Real Estate Management
This playbook guides small business owners through the legal management of commercial real estate by addressing commercial leases, zoning laws, and property rights.
Commission Agreement Creation
This playbook outlines the sequential steps required to construct a commission agreement. The goal is to establish a clear understanding between the seller and an agent or employee regarding the commission structure for sales or services rendered.
Composing a Loan Agreement
This playbook outlines the sequential steps involved in drafting a loan agreement which details the terms and conditions between a lender and a borrower.
Condo Association Governance
This playbook outlines the necessary steps to establish and manage a condo association. It covers the preparation of governance documents, defines board responsibilities, and protects member rights.
Constructing a Distribution Agreement
This playbook provides a step-by-step guide to create a distribution agreement. It details the process from initial considerations to final review, ensuring both suppliers and distributors clearly understand and agree to the terms of product distribution.
Consulting Services Agreement
This playbook details the sequential steps necessary for negotiating and drafting a legally binding consulting services agreement. It aims to establish clear terms and conditions between a consultant and their client.
Copyright Basics for Creatives
This playbook outlines the fundamental aspects of copyright law pertinent to artists, writers, musicians, and other creative professionals. It guides through the process of protecting original works and addresses the appropriate actions in case of copyright infringement.
Crafting a Consulting Agreement
This playbook outlines the sequential steps to draft a consulting agreement, which formalizes the terms of service between a consultant and a client to define responsibilities, deliverables, compensation, and other relevant details.
Crafting Compliant Employee Handbook
This playbook describes the steps necessary to develop an employee handbook that effectively communicates company policies and adheres to employment laws. It ensures that the company's guidelines are clear and legally sound.
Creating a Basic Will
This playbook provides a structured approach to creating a basic will. It outlines the steps for designating beneficiaries, selecting an executor, and detailing the distribution of assets to ensure a clear and legally binding document.
Creating a Collaboration Agreement
This playbook describes the sequential steps to draft a collaboration agreement between two parties intending to work together on a project or to achieve a common goal.
Creating a Joint Venture Agreement
This playbook provides a structured approach to forming a joint venture with another business entity. It covers the combination of resources for a specific project or time period and outlines the rights and responsibilities of each party involved.
Creating a Living Trust
This playbook outlines the steps involved in setting up a living trust to manage and protect your assets. It is designed to ensure an easier transfer of these assets after one's death, avoiding the often lengthy probate process.
Creating an Advertising Agreement
This guide outlines the steps to design a contract for advertising services or placements between a client and an advertising provider. It includes considerations for the scope of services, payment terms, intellectual property rights, and termination clauses.
Creating an Advisory Board
This playbook outlines the steps for establishing an advisory board to provide strategic decision-making support. It covers the legal framework and illustrates the potential benefits that an advisory board brings to an organization.
Creating an Employee Handbook
This playbook describes the sequential steps necessary to create a comprehensive employee handbook. It covers the process from gathering initial information to finalizing and distributing the document to outline the company’s policies, procedures, expectations, and culture.
Creating an MOU
This playbook describes the sequential steps to draft a Memorandum of Understanding. It involves outlining the agreement, discussing with the involved parties, and formalizing the document.
Creating a Pet Trust
This playbook outlines the steps to create a pet trust, a legal arrangement that ensures your pets are cared for according to your wishes after you pass away.
Creating a Sales Contract
This playbook describes the systematic approach to constructing a sales contract. It involves defining terms for the exchange of goods or services, including warranties and delivery terms to establish a legally binding agreement.
Creating Asset Protection Trusts
This guide describes the process of establishing an Asset Protection Trust, a legal structure designed to shield assets from creditors and legal judgments.
Creating Independent Contractor Agreement
This playbook outlines the sequential steps required to produce an Independent Contractor Agreement, ensuring freelance or contract workers have a clear understanding of the scope of work, payment terms, and other contractual obligations.
Creating Purchase Order
This playbook outlines the steps necessary to establish a well-defined Purchase Order Agreement between a buyer and a seller, specifying product or service types, quantities, and agreed-upon prices.
Creating Service-Level Agreements
This playbook outlines the steps to draft Service-Level Agreements (SLAs), which include defining performance metrics and stipulating consequences for service breaches. SLAs are crucial documents that outline the expected service standards and remedies in case those standards are not met.
Creating Shareholders' Agreement
This playbook describes the steps to develop a shareholders' agreement, which formalizes the rights and obligations of shareholders in a corporation. It is a crucial document that outlines how the company is managed and how important decisions are made.
Creating Special Needs Trusts
This playbook outlines the steps to set up a Special Needs Trust, which is a plan designed to financially support an individual with disabilities while preserving their access to government benefits.
Customer Data Compliance
This playbook outlines the steps necessary to responsibly handle customer data and ensure compliance with privacy laws such as GDPR and CCPA.
Data Protection Strategy Setup
This playbook outlines the step-by-step process for setting up a data protection strategy to comply with legal requirements and maintain customer trust. It is designed for small businesses looking to implement robust data protection measures.
Debt Collection Legal Strategies
A playbook for navigating the legal procedures involved in debt collection, with special emphasis on adhering to the Fair Debt Collection Practices Act (FDCPA) to ensure lawful practices in the recovery of debts.
Designating a Health Care Proxy
This playbook describes the steps to appoint a health care proxy, who will have the power to make medical decisions on your behalf if you become incapacitated. It is an important legal document that requires careful consideration and proper execution.
Developing Drug-Free Workplace Policy
This playbook outlines the steps to create and implement an effective drug-free workplace policy. It takes into account both state and federal regulations and addresses considerations related to the legality of recreational and medicinal marijuana use.
Developing Franchise Agreements
This playbook outlines the sequential steps required for small business franchisors and franchisees to draft, review, and understand franchise agreements effectively. It guides through the creation to the finalization of the agreement.
Digital Estate Planning
This playbook outlines the necessary steps to effectively include digital assets, such as online accounts, social media profiles, and digital files, in your estate planning. It aims to guide individuals in preparing their digital legacy for inclusion in a will or trust.
Document Retention Policy Setup
This playbook outlines the steps necessary to establish a document retention policy that ensures compliance with legal standards. It guides through the assessment, creation, implementation, and maintenance of the policy.
Domain Dispute Resolution
This playbook outlines the process of resolving domain name disputes, highlights the role of ICANN, and details strategies to protect a brand's domain online.
Draft Business Sale Agreement
This playbook describes the sequential steps for drafting a Business Sale Agreement to transfer ownership of a business, including its assets and liabilities, between two parties.
Drafting a EULA
This playbook outlines the steps to draft an End-User License Agreement (EULA), which is a legal contract between the software provider and the consumer, specifying the terms of software usage and distribution.
Drafting an NDA
A guide to creating a Non-Disclosure Agreement (NDA) using customizable templates to safeguard sensitive business information. The process covers the basics of drafting an NDA to ensure confidentiality.
Drafting a Settlement Agreement
A step-by-step guide to drafting a settlement agreement, outlining the terms to resolve a dispute between parties. This playbook ensures clarity, legal compliance, and mutual understanding during the drafting process.
Drafting Business Legal Documents
This playbook provides a step-by-step guide to create a comprehensive Terms of Service and Privacy Policy. These documents are essential for safeguarding your business interests and ensuring your customers are well informed about the policies concerning their data and usage of your service.
Drafting Employment Contract
This playbook provides a detailed guide on creating an employment contract, focusing on including all essential clauses to ensure the agreement is legally binding and comprehensive.
Drafting Internship Agreement
This playbook provides a structured approach to creating an internship agreement. It includes steps for preparing the document, key considerations to include, and guidelines for finalizing the terms of an intern's role within a company.
Drafting Non-Compete Agreements
This playbook outlines the procedure for drafting non-compete agreements to safeguard a company's intellectual property. It includes key considerations to ensure that the agreements are legally sound and enforceable.
Drafting Residential Lease
This playbook provides a detailed guide on how to draft a residential lease agreement. It covers the inclusion of essential clauses, specifying terms, and acknowledging tenants' rights to ensure a legally binding contract.
Drafting Software Licensing Agreements
This playbook provides a structured approach to designing software licensing agreements that delineate the rights and obligations of users regarding the use of software applications.
Easement Legal Guide
This guide provides a structured approach to securing, understanding, and potentially challenging or terminating easements on a property. It outlines the legal steps required to navigate the complexities associated with property easements.
E-commerce Legal Guide
This playbook provides a step-by-step framework for understanding and complying with the legal obligations involved in operating an e-commerce business. It includes considerations for company formation, consumer protection laws, privacy policies, and intellectual property rights.
Effective IP Strategy Development
This playbook outlines the critical steps for creating a comprehensive intellectual property (IP) strategy that is tailored to support and align with a business's goals. It involves identifying, protecting, and leveraging intellectual property assets.
Employee Background Checks
This playbook outlines the step-by-step process and best practices for conducting lawful background checks on prospective employees. It ensures compliance with legal requirements and the fair treatment of candidates.
Employer Immigration Compliance
This guide provides small businesses with the necessary steps to ensure compliance with immigration laws when hiring non-citizen employees. It covers understanding the legal requirements, verifying work authorization, and maintaining proper records.
Employer Recordkeeping Guide
This playbook outlines the essential steps for employers to maintain appropriate employee records and adhere to the legal requirements for record retention.
Enforcing Intellectual Property Rights
A guide detailing the methods and strategies for enforcing intellectual property (IP) rights. The process covers litigation, issuing cease and desist letters, and pursuing international enforcement measures.
Equipment Lease Agreement Creation
This playbook outlines the steps for formulating an Equipment Lease Agreement. It covers the entire process from detailing terms to finalizing the contract for leasing equipment.
Estate Planning Choices
This playbook provides guidance on deciding between a will and a trust for estate planning. It details the differences, benefits, and drawbacks of each option to ensure individuals can make an informed decision.
Estate Planning Fundamentals
This playbook describes the basic steps involved in estate planning. It outlines the creation of wills, trusts, establishing power of attorney, and setting up advanced healthcare directives to prepare for future uncertainties.
Estate Planning with Real Estate
This playbook outlines the essential steps to incorporate real estate assets into an estate plan effectively. It will guide through setting up wills, trusts, and succession planning to ensure a smooth transition of property ownership.
Executing Property Sale Deed
This playbook outlines the steps necessary for the proper execution of a deed of sale, transferring property ownership legally and securely. It includes all the essentials from drafting to finalizing the sale.
Exiting a Business Partnership
This guide outlines the sequenced steps to legally dissolve a business partnership while following best practices to ensure a fair and clear exit process.
FMLA Compliance Procedure
This playbook describes the structured approach required for organizations to comply with the Family and Medical Leave Act (FMLA). It covers determination of employee eligibility, managing leave requirements, and fulfilling employer responsibilities.
Forming a Legal Entity
This playbook outlines the sequential steps for choosing the appropriate business structure, such as an LLC, corporation, or sole proprietorship, and describes the legal requirements involved in forming a business entity.
Forming a Licensing Agreement
This playbook outlines the steps to establish a licensing agreement, which is a contract allowing one party to use another party's property, such as intellectual property, under specific terms.
Formulating a Franchise Agreement
This playbook describes the sequential steps required to create a franchise agreement, a legal document that outlines the relationship between a franchisor and franchisee. It covers the preliminary considerations, drafting of the document, review, and finalization to ensure a legally binding agreement.
Gender Pay Equity Evaluation
This guide provides a structured approach to analyze and address gender pay gaps within an organization. It ensures that pay practices are fair and compliant with pay equity laws.
Granting Financial Power of Attorney
This playbook outlines the steps to legally appoint someone to make financial decisions on your behalf. It provides guidance on selecting a trusted individual and ensuring the power of attorney is legally binding and effective.
Green Building Compliance
This playbook outlines the necessary steps for ensuring compliance with best practices and legislation for sustainable building within the real estate industry. It covers the phases including design, construction, and maintenance.
Handling Discrimination Charges
This playbook outlines the necessary steps an employer should take when responding to charges of employment discrimination. It includes both internal investigation and legal response procedures.
Handling Employee Terminations
This playbook outlines the steps for managing employee terminations and layoffs while remaining compliant with employment laws, especially the Worker Adjustment and Retraining Notification (WARN) Act, and maintaining an ethical approach throughout the process.
Handling Workplace Retaliation Claims
This playbook describes the process of identifying and preventing workplace retaliation. It aims to safeguard a company from legal repercussions by outlining the steps to address and mitigate claims of workplace retaliation effectively.
Historic Preservation Compliance
This playbook outlines the sequence of steps necessary for navigating the preservation regulations when renovating, restoring, or altering historic properties. It ensures compliance with legal requirements and preserves the historical integrity of the structure.
Home Purchase Agreement Creation
A guide to drafting a home purchase agreement, outlining the process of formalizing the terms and conditions of a home sale between buyer and seller.
HR Audit Execution
This playbook outlines the steps necessary to conduct successful Human Resources (HR) audits. It details the procedure for ensuring compliance with employment laws and finding opportunities for enhancing HR practices.
I-9 and E-Verify Compliance
This playbook provides employers with a guide to properly complete and maintain Form I-9 and use the E-Verify system for immigration compliance.
Implementing ADA Accommodations
This playbook outlines steps to implement reasonable accommodations in compliance with the Americans with Disabilities Act (ADA). It guides employers through the process of handling accommodation requests effectively and legally.
Industrial Design Protection
This guide provides a detailed process for registering and protecting industrial designs. It outlines the necessary eligibility criteria, explains the steps for application, and discusses the enforcement options available for registered designs.
Intellectual Property Branding
This playbook describes the procedure for leveraging intellectual property to establish and strengthen a brand's identity. It outlines how to utilize intellectual property in marketing strategies to enhance customer perception.
Intellectual Property Taxation Guide
This playbook offers guidance on the tax implications associated with owning intellectual property, including how to handle deductions, credits, and valuing IP assets for tax purposes.
International IP Protection
This playbook outlines the steps for companies to protect and enforce their intellectual property (IP) rights when entering international markets. It aims to guide businesses through the complex process of safeguarding their IP assets abroad.
IP and Social Media Guide
This playbook outlines the process of understanding the relationship between intellectual property rights and social media platforms. It covers copyright and trademark considerations, as well as best practices for creating content that respects intellectual property laws.
IP Due Diligence in M&A
This playbook describes the steps to conduct intellectual property due diligence during mergers and acquisitions. It outlines how to assess IP portfolios and mitigate associated risks.
IP Valuation Techniques
This playbook describes the sequential steps for valuing intellectual property (IP) using different methodologies, such as the cost, income, and market approaches. It outlines the importance of these valuations in the context of business transactions.
Landlord Rights & Responsibilities
This guide provides a breakdown of the various legal rights and responsibilities that a landlord must adhere to, focusing on property maintenance, tenant safety, and conflict resolution.
Lease Agreement Development
This playbook provides a step-by-step guide on creating a lease agreement for real estate. It includes the crucial components and legal considerations for drafting both residential and commercial leases.
Legal Compliant Advertising
This playbook outlines the steps for small businesses to ensure that their advertising and marketing strategies follow legal regulations. It aims to help businesses avoid legal issues related to false advertising, copyright infringement, and other potential pitfalls.
Licensing Intellectual Property
This guide provides a step-by-step approach to licensing intellectual property. It covers the process from initial negotiations, through drafting the licensing agreements, to managing relationships with licensees.
Manager Employment Law Training
This playbook outlines the steps for developing a training program aimed at equipping managers with the fundamental knowledge of employment law necessary for daily operations.
Managing Employee Leaves
This playbook outlines the steps to manage employee leaves of absence, ensuring support for the employee's needs while complying with relevant employment laws. It addresses leaves for medical, personal, or military reasons.
Managing Intellectual Property in Collaborations
This playbook provides a structured approach to managing and protecting intellectual property (IP) during joint ventures or collaborative projects. It includes steps for drafting contract clauses, negotiating licensing agreements, and ensuring both parties' IP rights are safeguarded.
Managing IP Risks in Supply Chain
This playbook describes best practices for identifying and managing intellectual property (IP) risks in the supply chain. It covers establishing vendor agreements and conducting auditing procedures to secure the company’s IP.
Navigating EEO Laws
This playbook provides guidance on understanding and complying with Equal Employment Opportunity (EEO) laws to prevent workplace discrimination. It details employer responsibilities and offers best practices for fostering an equitable work environment.
Navigating Foreclosure Processes
This playbook outlines the sequence of steps a person should follow when navigating the complexities of foreclosure. It includes an overview of the legal procedures involved, homeowner rights, and strategies that could be employed to avoid foreclosure.
Non-Profit Legal Guide
This playbook outlines the procedural steps necessary to understand and meet the specific legal requirements and benefits for starting and operating a non-profit organization.
Online Business Legal Compliance
This playbook outlines the steps necessary to ensure that an online business is compliant with e-commerce regulations and digital advertising rules. It provides a guide to understanding and fulfilling legal obligations for operating a business online.
Open Source Licensing Guide
This playbook provides a step-by-step approach to understanding, selecting, and applying open-source licenses. It addresses exploration of license types, the implications of using open-source code, and the best practices for licensing your software.
OSHA Workplace Safety Plan
This playbook outlines the steps for creating a workplace safety plan in compliance with the Occupational Safety and Health Administration (OSHA) regulations.
Partnership Agreement Process
This playbook outlines the sequential steps for negotiating and drafting a partnership agreement. It covers the process from outlining terms to detailing contributions, profit distributions, roles, and dissolution procedures.
Patent Filing Guide
This guide provides a step-by-step procedure for filing a patent. It includes identification of patent types, understanding the examination process, and details on maintenance fees.
Personal Property Rental Agreement Creation
This guide provides a structured approach to creating a personal property rental agreement, which details the terms for renting items such as equipment or furniture. It ensures clarity and legal compliance for both the property owner and the renter.
Post-Death Trust Management
This playbook describes the actions a trustee must take to manage and distribute the assets within a trust after the death of the settlor. It outlines the procedural steps required to ensure legal compliance and the fulfillment of the settlor's wishes.
Preparation of Payment Agreement
This playbook describes the step-by-step process to outline the specifics of a plan for repaying a debt. It covers the necessary components of a payment agreement, ensuring all terms are clear and agreed upon over a specified timeframe.
Preventing Age Discrimination
This playbook provides a guide on understanding and complying with the Age Discrimination in Employment Act (ADEA). It outlines steps for employers to develop strategies to prevent age discrimination in the workplace.
Preventing Wage and Hour Violations
This playbook outlines steps to avoid violations of the Fair Labor Standards Act (FLSA) and state labor laws concerning wage and hour requirements. It details proactive strategies to maintain compliance and ensure fair employee compensation.
Property Boundary Dispute Resolution
This playbook outlines the procedural steps to resolve property boundary disputes encompassing legal actions, strategic negotiations, and proper documentation. It guides through a structured approach to address and resolve conflicts between property owners.
Property Subdivision Process
The process details the legal steps required for subdividing property, ensuring compliance with local regulations and obtaining all necessary approvals.
Property Tax Essentials
This playbook outlines the fundamental principles of property tax, including the assessment process, exemptions available, and the procedures for appealing and paying property taxes.
Protecting Trade Secrets
This playbook details the process for understanding and protecting trade secrets through legal means. It includes the identification of trade secrets and the drafting and enforcement of confidentiality and non-disclosure agreements.
Real Estate 1031 Exchanges
This playbook provides a guide on how to execute a 1031 exchange in real estate to defer capital gains taxes. It includes steps on understanding the qualification criteria and adhering to the necessary timing rules.
Real Estate Appraisal Procedure
This playbook describes the step-by-step process involved in appraising real estate properties. It covers the valuation of properties, the various methods applied in the appraisal, and the responsibilities of the appraiser.
Real Estate Business Plan
This playbook outlines the steps to craft a comprehensive business plan tailored for real estate ventures. It includes conducting market analysis, outlining operations, and formulating financial projections.
Real Estate Crowdfunding Guide
This playbook provides a structured approach to investing in real estate through crowdfunding platforms, including legal considerations and best practices.
Real Estate Due Diligence
This playbook outlines the steps necessary to perform due diligence in a real estate transaction. It is designed to guide a buyer or investor through the comprehensive evaluation process of the property's legal, financial, and physical conditions.
Real Estate Investment Strategy
This playbook provides a structured approach to developing a real estate investment strategy. It covers analyzing the market, exploring various funding options, and implementing risk management techniques.
Real Estate Joint Venture Development
This playbook outlines the steps involved in forming and operating a joint venture for property development, including agreement structure, profit distribution, and managing disputes.
Real Estate Litigation Handling
This playbook outlines the best practices for managing real estate litigation. It covers identifying common disputes, preparing evidence, and employing various dispute resolution methods.
Real Estate Syndication Guide
This playbook provides a structured approach to creating and managing real estate syndication deals, focusing on the key aspects of legal structuring, investment solicitation, and profit distribution to ensure a successful venture.
Real Estate Transfer Tax Guide
This playbook provides a basic understanding of the real estate transfer tax, detailing the payment process, the method to calculate it, and insights into regional differences. It's designed to help individuals navigate the complexities of property transactions.
Resolving Business Tax Disputes
This playbook outlines the steps required to effectively identify, prevent, and resolve tax disputes that small businesses may encounter with tax authorities.
Responding to IP Theft
This playbook outlines a sequence of steps to take when confronted with the theft or misappropriation of intellectual property (IP). It covers various actions ranging from initial response, protection measures, to seeking legal recourse.
Revoking a Will Procedure
This playbook provides a step-by-step guide on legally cancelling or revoking an existing will. It outlines the necessary actions and legal considerations to effectively nullify a previous testament.
Royalty Audit Procedures
This playbook outlines the steps necessary for conducting royalty audits on intellectual property agreements. It aims to ensure compliance and recover any unpaid royalties.
Safeguarding Trade Secrets
A guideline on how to protect a business's trade secrets and confidential information through the use of non-disclosure agreements and the implementation of security policies.
Secure Will & Trust Storage
This playbook outlines best practices for securely storing important estate planning documents such as wills and trusts. It ensures these documents remain valid, protected from damage or loss, and accessible when required.
Setting Up a Testamentary Trust
This playbook outlines the steps involved in establishing a testamentary trust, which is a legal arrangement created through a will and comes into effect upon the death of the individual who has created the will, known as the trustor.
Setting Up Charitable Trusts
This playbook describes the sequential steps involved in setting up a trust with the purpose of donating assets to charity. It explains both the process of establishing the trust and the tax benefits that come with such charitable contributions, applicable during the lifetime of the trust creator or after their death.
Small Business Employment Law Compliance
This playbook provides guidance for small business owners on how to navigate and comply with employment laws. It covers the critical areas of hiring practices, employee classification, and adherence to fair labor standards.
Small Business IP Protection
This playbook provides a clear process for small businesses to protect their intellectual property (IP). It focuses on securing trademarks, copyrights, and patents to safeguard business assets.
Small Business Tax Guide
This guide provides a clear understanding of tax obligations for small business owners. It covers the various types of taxes, important deadlines, and potential deductions that are essential for proper tax management and compliance.
Startup IP Portfolio Management
This playbook outlines the key steps for startups to create and effectively manage an intellectual property portfolio. It focuses on the importance of prioritization and strategic planning to ensure that limited resources are used wisely.
Tenant Eviction Process
A comprehensive guide detailing the sequential steps for legally evicting a tenant. It encompasses the preparation of necessary documentation, adherence to specific timelines, and ensuring compliance with applicable local laws.
Tenant Rights Guide
This playbook provides a structured outline of the legal rights and responsibilities of a tenant in a rental scenario. It encompasses guidance on handling security deposits, requesting repairs, and maintaining privacy.
Title Search and Dispute Resolution
This playbook provides a step-by-step guide to conducting a detailed title search and techniques to resolve any detected issues such as liens, encumbrances, and title defects.
Trademark Registration Guide
This playbook provides a systematic guide on the process of registering a trademark. It includes steps for conducting a trademark search, preparing the application, and handling office actions by the USPTO.
Understanding FLSA Requirements
This playbook outlines the steps necessary to comprehend the key elements of the Fair Labor Standards Act (FLSA), including minimum wage, overtime pay, recordkeeping, and youth employment standards.
Understanding Probate Process
This playbook outlines the process of probate, which includes the validation of wills, the appointment of executors, and the distribution of the decedent's estate. It provides a step-by-step guide to what parties involved in a will can expect during the probate process.
Understanding Real Estate Zoning
The playbook provides an approach to understanding and navigating real estate zoning laws, which are essential for determining permissible property use, development potential, and adherence to regulations for both residential and commercial property owners.
Updating Non-Compete Agreements
This playbook outlines the steps necessary for evaluating and updating non-compete agreements to ensure they are enforceable and meet current legal standards.
Worker Classification Guidance
This playbook provides guidance on how to differentiate between employees and independent contractors, as well as the legal implications of each classification.
Workplace Anti-discrimination Compliance
This playbook outlines the steps necessary for an organization to understand and comply with anti-discrimination laws within the workplace, ensuring an equitable environment for all employees.
Workplace Privacy Balance
This playbook details the steps to ensure a balance between employee privacy rights and employer surveillance policies in the workplace. It aims to guide employers in creating a conducive work environment while maintaining necessary oversight.
Workplace Retaliation Protection
This playbook provides guidance on the laws that protect whistleblowers and outline steps employers can take to foster a non-retaliatory work environment. It provides a framework for both understanding employee protections and implementing policies that enforce these protections.
Workplace Safety Compliance
This playbook describes the steps required for a small business to comply with OSHA and other relevant workplace safety regulations. The aim is to ensure a safe working environment for employees by adhering to legal standards.
Writing a Subscription Agreement
This playbook outlines the step-by-step process to draft a subscription agreement. A subscription agreement outlines the terms of an equity purchase in a private company.
Writing Job Descriptions
This playbook describes the process of writing comprehensive job descriptions. It focuses on outlining essential functions and ensuring compliance with employment laws.
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