Freelance Real Estate Legal Advisor Templates
There is a huge number of templates that someone in the Freelance Real Estate Legal Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Real Estate Legal Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Agreement Template
2. Lease Agreement Template
3. Purchase Agreement Template
4. Property Evaluation Spreadsheet
5. Property Title Search Template
6. Real Estate Contract Template
7. Property Disclosure Form Template
8. Rental Application Template
9. Closing Checklist Template
10. Property Management Agreement Template
Reports
Reports are often prepared by a Freelance Real Estate Legal Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Real Estate Market Analysis Report
2. Property Sales and Purchase Report
3. Rental Property Performance Report
4. Legal Compliance Report
5. Real Estate Investment Opportunities Report
6. Property Title Search Report
7. Real Estate Contract Review Report
8. Property Valuation Report
9. Real Estate Litigation Report
10. Land Use and Zoning Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Real Estate Legal Advisor does and how they do it.
1. Client Consultation SOP
2. Contract Review SOP
3. Due Diligence SOP
4. Title Search SOP
5. Lease Agreement SOP
6. Property Transfer SOP
7. Mortgage Documentation SOP
8. Dispute Resolution SOP
9. Legal Research SOP
10. Compliance and Regulatory SOP
Presentations
Freelance Real Estate Legal Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Legal Updates
2. Property Purchase Agreement
3. Lease Agreement
4. Real Estate Due Diligence Checklist
5. Legal Presentation for Real Estate Investors
Legal Docs
There are several key times when a Freelance Real Estate Legal Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Lease Agreement Template
2. Purchase Agreement Template
3. Property Management Agreement Template
4. Assignment of Lease Template
5. Eviction Notice Template
Health & Safety Templates
Health & Safety templates for a Freelance Real Estate Legal Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Real Estate Legal Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Client Meeting Calendar
3. Court Hearing Calendar
4. Deadlines Calendar
5. Marketing and Networking Calendar
Invoice Templates
Several types of Freelance Real Estate Legal Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Legal Consultation Invoice
2. Property Title Search Invoice
3. Lease Agreement Drafting Invoice
4. Real Estate Transaction Closing Invoice
5. Legal Research and Analysis Invoice
Survey Templates
For a Freelance Real Estate Legal Advisor to get insights related to the work they do, they need to send out Freelance Real Estate Legal Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Market Research Survey
3. Legal Services Feedback Survey
4. Real Estate Industry Trends Survey
5. Customer Needs Assessment Survey
Meeting Agendas
Having premade Freelance Real Estate Legal Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Client Consultation Meeting
2. Legal Research and Analysis Meeting
3. Contract Review and Negotiation Meeting
4. Team Collaboration and Strategy Meeting
5. Monthly Performance Review Meeting
Budget Templates
To manage finances well, a Freelance Real Estate Legal Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Client Billing Template
3. Monthly Budget Planner
4. Tax Deduction Worksheet
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Real Estate Legal Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Client Acquisition Dashboard
3. Case Management Dashboard
4. Compliance Monitoring Dashboard
5. Market Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Real Estate Legal Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Real Estate Contract Proposal
2. Property Title Search Proposal
3. Lease Agreement Review Proposal
4. Real Estate Due Diligence Proposal
5. Property Purchase Agreement Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Real Estate Legal Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.