Search Skills
883 skills found
United States
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finance
Unlimited Guaranty
Drafts a U.S. Unlimited Guaranty for commercial lending transactions. Triggers when user needs an uncapped personal or entity guaranty, credit enhanc…
United States
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finance
GLBA Privacy Notice
Drafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy…
United States
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finance
Forbearance Agreement (Loan)
Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agr…
United States
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finance
Depository Account Agreement
Drafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enf…
United States
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finance
Convertible Note Purchase Agreement
Drafts a company-side Convertible Note Purchase Agreement for U.S. early-stage convertible debt financings. Structures note economics, conversion mec…
United States
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finance
Consumer Loan Agreement (TILA Compliant)
Drafts TILA-compliant consumer loan agreements with Regulation Z disclosure boxes, APR/finance charge calculations, and enforceable terms for secured…
United States
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finance
Consumer Loan Agreement
Drafts a TILA-compliant U.S. consumer loan agreement with Regulation Z federal disclosure box, APR/finance charge calculations, payment schedules, de…
United States
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finance
Commitment Letter for Financing
Drafts a U.S. financing commitment letter memorializing a lender's binding agreement to fund under specified economic terms, conditions precedent, an…
United States
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finance
Commercial Promissory Note
Drafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal…
United States
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finance
Collateral Assignment of Contracts
Drafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securin…
United States
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finance
Cognovit Promissory Note
Drafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a comme…
United States
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finance
Cognovit Promissory Note
Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance,…
United States
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finance
Closing Disclosure Tolerance
Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fe…
United States
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finance
Closing Disclosure Timing Reference
Provides TRID Closing Disclosure timing compliance rules under 12 CFR § 1026.19(f). Covers the three-business-day receipt rule, dual business-day def…
United States
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finance
Closing Disclosure
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, cla…
United States
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finance
TRID CD Tolerance Reference
Guides the agent through TRID tolerance compliance under 12 CFR § 1026.19(e)(3), comparing Closing Disclosure fees to Loan Estimate fees across zero,…
United States
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family
Tax Summary for Spousal Support
Produces structured financial summaries from tax returns, W-2s, 1099s, K-1s, and business filings for spousal support proceedings. Trigger when prepa…
United States
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family
Response to Petition for Dissolution of Marriage
Drafts a Response to Petition for Dissolution of Marriage addressing each allegation with admit/deny/lack-of-information responses and stating positi…
United States
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family
QDRO Drafting
Drafts Qualified Domestic Relations Orders (QDROs) compliant with ERISA §206(d)(3) and IRC §414(p) to divide retirement benefits in divorce. Covers d…
United States
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family
Prenuptial or Postnuptial Agreement
Drafts U.S. prenuptial or postnuptial agreements with enforceability-focused disclosures, property/debt allocation, spousal support treatment, estate…
United States
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family
Prenuptial / Postnuptial Agreement
Drafts enforceable prenuptial and postnuptial agreements for US jurisdictions with financial disclosure schedules, property classification, spousal s…
United States
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family
Pet Custody Best Interest Analysis
Produces a jurisdiction-aware best-interests analysis for companion animal disputes in domestic dissolutions. Classifies the governing framework (wel…
United States
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family
Petition to Establish Paternity
Drafts a Petition to Establish Paternity for family court filings. Covers court captions, standing allegations, factual bases, and relief requests wi…
United States
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family
Parenting Plan
Drafts jurisdiction-compliant parenting plans covering custody frameworks, time-sharing schedules, decision-making allocation, financial provisions, …