Financial Forms

Prepare an Affidavit of No Liens for a corporation, organization or other entity that owns a real estate property with this free template form for Texas.

• The Affidavit must be sworn by a director, officer, or other person of authority within the entity, who has personal knowledge of the matters being attested to in the Affidavit.
• This form of affidavit is often required by mortgagees or title insurance companies as part of the real estate conveyance and transfer documentation.
• The affiant attests that the owner holds title to the property and:
  • there are no liens against the property,
  • there are no leases,
  • all invoices for labor, services and materials for improvements have been paid in full,
  • there are no legal actions, bankruptcy proceedings, or executions filed or pending against the owner, and
  • the owner is not a debtor in bankruptcy.
• Available in MS Word format.
• Intended to be used only in the State of Texas.

If you are selling a real estate property in Texas, you can assist the buyer by carrying part or all of the purchase price with this Contract for Deed (or purchase money mortgage).

• Under the terms of this Contract, the seller effectively becomes the mortgage lender for the balance of the purchase money.
• Title will transfer to the buyer once payment in full of all principal and interest has been received by the seller.
• The seller has the right to take back the property if the buyer defaults in payment.
• At the seller's option, the balance can be repaid by monthly payments with or without interest until paid, or monthly payments with interest for a fixed number of payments with a balloon payment at the end to pay out the balance.
• Available in MS Word format and fully editable to fit your exact circumstances.
• Intended to be used only in the State of Texas.

Transfer title of a Texas real estate property from a seller to a trustee with this Texas Deed of Trust form.

• A Deed of Trust can be substituted for a mortgage deed in the purchase of real estate property except for agricultural farm land.
• Title to the property is conveyed by the seller to a trustee instead of to the purchaser. The trustee holds the title as security to ensure the purchaser's performance of its obligations (including payment of the purchase price, maintenance and upkeep of the property, payment of taxes, etc).
• If the borrower defaults in payment, the balance becomes due and payable and the trustee may sell the property.
• The Deed of Trust contains uniform covenants regarding payments, funds for taxes and insurance, prior mortgages, hazard insurance, occupancy as principal residence, care and maintenance of the property, protection of the lender's security, and other standard clauses.
• The loan being secured by the Deed of Trust cannot be a home equity loan. The loan can be made to purchase property, to renew and extend an existing debt, or as a loan against non-homestead property.
• Available in MS Word format.
• Intended to be used only in the State of Texas.

Record this Release of Deed of Trust with the County Recorder to discharge a mortgage lien from property in the State of Texas.

• This form contains clauses for both a full release and a partial release, and can be used for either.
• This is a reusable legal form template. Once you download it, you can use it as often as you require.
• This Texas Release of Deed of Trust form is available in MS Word format. We can convert it to another format upon request.

Prepare a Residential Real Property Affidavit for title insurance with this template Form T-47 for the State of Texas.

• This form can be used for purchase and sale transactions between individuals or for commercial transactions.
• The form is required for transactions involving title insurance.
• The affiants attest that since a specified date there have been no construction of new structures, additions or other permanent improvements on the property, no construction on adjoining properties which encroach on the property, no relocation of fences or boundary walls, and no conveyances or easements affecting the property.
• Available in MS Word format.
• Intended to be used only for properties located in the State of Texas.

Learn what you need to know as an investor in Canada with this free guide.

• The guide discusses the importance of the prospectus as a source of information and disclosure for Canadian investors.
• Learn what a prospectus is, what information it must contain, and why you should thoroughly review the prospectus materials before considering whether to invest in a particular company or mutual fund.

Learn the Top 10 Tips to a Winning Exit Strategy with this 8-page article written by an expert business lawyer.

• The aim of the article is to help small business owner-managers prepare a succession plan to ensure that their businesses continue to thrive after their departure.
• These top 10 tips can help you put together a successful exit strategy that not only addresses your personal needs, but is also in the best interests of the business.
• The author is an Ontario lawyer whose main focus is small businesses.
• Available as a PDF download.

Set up new customer credit accounts with this Trade Credit Application form for businesses in Australia.

• Applicants must provide trade references and bank references.
• The form includes a statement by the applicant under Section 18 of the Privacy Act 1988 regarding the provision, access and exchange of credit information.
• The application also includes the required notice to applicant for credit under Section 18E(1) regarding disclosure of credit information to a reporting agency.
• Available in MS Word format.
• Intended for use only within Australia.

Appoint a trust company as transfer agent and registrar of securities in connection with a preliminary prospectus under this template agreement for Canadian issuers.

• The transfer agent is also appointed as dividend disbursement agent, to distribute dividends to the shareholders.
• The transfer agent will record all new share issuances and sales and transfers of shares, will issue all certificates, and keep up-to-date shareholder registers.
• The issuer indemnifies the transfer agent against all claims and losses arising in connection with its performance under the agreement except for instances of negligence, misconduct or bad faith.
• This legal contract template is available as a fully editable MS Word template.
• Intended for use only in Canada.

THIS FORM IS NO LONGER AVAILABLE.