Document Templates
Legal Document Templates
Five ready-to-use templates that make your family loan official, IRS-compliant, and clearly understood by everyone involved.
These templates are provided for informational purposes only and do not constitute legal or tax advice. We strongly recommend having a qualified attorney review any documents before signing.
Family Loan Starter Kit
Get all 5 documents in one bundle
Promissory Note, Loan Agreement, Gift vs. Loan Declaration, IRS AFR Compliance Notice, and Repayment Schedule — everything you need to make your family loan official and IRS-compliant.
- All 5 templates included
- Fillable fields
- Print-ready PDF
- IRS-compliant language
Get the Bundle — Free
No account required
Tip: Use all five documents together for the strongest legal protection.
Fill in your details above, then print or save each document as a PDF. Both parties should sign and keep a copy.