1. Managed Services Agreement (MSA):

This foundational contract outlines the terms and conditions under which services are provided, including service descriptions, performance metrics, payment terms, and confidentiality clauses.

2. Service Level Agreement (SLA):

Often incorporated into the MSA, the SLA specifies the expected level of service, including response times, resolution times, and performance standards.

3. Non-Disclosure Agreement (NDA):

Ensures that any sensitive information shared between you and your clients remains confidential, protecting proprietary data and trade secrets.

4. Statement of Work (SOW):

A detailed document that outlines specific services, deliverables, timelines, and costs for particular projects or engagements under the MSA.

5. Independent Contractor Agreement:

Defines the relationship between you and your clients, clarifying that you are an independent contractor and not an employee, which has implications for taxes and liability.

6. Data Protection Agreement:

Addresses compliance with data protection laws and regulations, outlining responsibilities for data handling, processing, and breach notification.

7. Liability Waiver:

Limits your legal exposure by having clients acknowledge and accept potential risks associated with your services, thereby protecting you from certain liabilities.

8. Partnership Agreement:

If collaborating with other professionals or entities on an ongoing business venture, this agreement outlines each party’s roles, responsibilities, profit-sharing arrangements, and procedures for resolving disputes.

9. Joint Venture Agreement:

Utilized when partnering with another party for a specific project or objective with a defined timeline. This agreement details each party’s contributions, responsibilities, profit-sharing arrangements, and the project’s scope and duration.

10. Articles of Organization:

Official documents filed with the state to legally establish your business entity, such as a Limited Liability Company (LLC), providing personal liability protection.

11. Operating Agreement:

Details the internal governance of your LLC, including management structure, ownership percentages, and operational procedures.

12. Memorandum of Understanding (MoU):

A non-binding agreement that outlines the intentions of two or more parties to collaborate or work together on specific projects or services. An MoU is particularly useful when formal contracts are not yet in place but parties wish to establish a mutual understanding.

13. Revocable Trust Formation:

A formal document that outlines the creation of a revocable trust, including the designation of trustees, beneficiaries, and the terms under which the trust can be amended or revoked. This agreement is often used to streamline asset management, establish succession planning, and provide a clear framework for the handling of assets during the trustor’s lifetime and after their passing.

14. Privacy Agreement:

A contract that sets out how personal, financial, and proprietary information will be collected, used, stored, and shared. This agreement helps ensure compliance with privacy laws and builds client confidence by clearly defining data protection responsibilities and limitations, thereby reducing risk and promoting trust between parties.

15. Irrevocable Trust Formation:

A formal document that establishes an irrevocable trust, detailing the transfer of assets into the trust, appointing trustees, and defining the terms and conditions that govern the management and distribution of those assets. This form clearly outlines that the trust cannot be amended or revoked without the consent of all parties, ensuring that the assets are securely protected and that the trust’s terms remain fixed once established.