https://www.oakclause.com/resources/business 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/real-estate 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/family 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/finance 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/estate-planning 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/real-estate/first-time-landlord-checklist 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/business/employee-or-independent-contractor 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/estate-planning/estate-planning-for-married-couples 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/business/how-to-fire-an-employee-lawfully 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/family/child-custody-and-support-in-a-separation-agreement 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/family/consent-for-your-child-medical-and-travel 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/family/flying-with-a-child-what-you-need 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/real-estate/subletting-vs-assigning-a-commercial-lease 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/real-estate/what-is-rent-to-own 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/estate-planning/international-travel-legal-checklist 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/finance/what-to-include-in-a-promissory-note 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/finance/how-a-bill-of-sale-protects-buyers-and-sellers 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/business/llc-vs-corporation-for-a-small-business 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/estate-planning/what-happens-if-you-die-without-a-will 2026-10-02T00:00:00.000Z https://www.oakclause.com/resources/real-estate/how-to-evict-a-tenant-general-process 2026-10-02T00:00:00.000Z https://www.oakclause.com/help/videos/which-document 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/which-document-thumb.jpg I am not sure which document I need. I am not sure which document I need. Start on the home page, and scroll down to Start from where you are. Pick the topic closest to your situation, such as Landlords, Employment or Plan Your Estate. Each topic page explains the situation. You will find a short guide under What to know. Under Documents for this situation, you see the documents people in it usually need. You can also search with everyday words. Use the search box at the top of the home page. Type a word like rent, and matching documents appear right away. Click a result to read about that document. When you are ready, press Create document to start answering the questions. https://www.oakclause.com/videos/help/which-document.mp4 54 2026-10-03 yes https://www.oakclause.com/help/videos/all-documents 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/all-documents-thumb.jpg Can I see every document you offer? Can I see every document you offer? Yes. Every document we offer is listed on one page, called All documents. On the home page, click the blue Start a document button. Here you see every document from A to Z, grouped by its first letter. To narrow the list, click a category below the search box, such as Real Estate. Now only real estate documents are shown, and the number of results updates too. To see everything again, click All categories. https://www.oakclause.com/videos/help/all-documents.mp4 41 2026-10-03 yes https://www.oakclause.com/help/videos/similar-documents 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/similar-documents-thumb.jpg What is the difference between similar documents? What is the difference between similar documents? Every document page explains what the document is for. Here is the Residential Lease Agreement. Scroll down to When to use it. It lists the situations this document is made for. For example, a new lease can replace an outdated or informal agreement. Near the bottom of the page, Related documents lists similar documents. Click Lease Amendment to open its page. A lease amendment changes the terms of a lease that is already signed. Its own When to use it list says it changes a clause without signing a whole new lease. Compare this list with the lease's list, and choose the document that fits your situation. https://www.oakclause.com/videos/help/similar-documents.mp4 54 2026-10-03 yes https://www.oakclause.com/help/videos/missing-document 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/missing-document-thumb.jpg You do not have the document I need. You do not have the document I need. First, type the document you need into the search box on the home page. If we do not offer it, you may see No matches, and a link to Browse all documents. Still missing? Scroll to the bottom of any page, and click Contact under Company. Type your full name and your email address. Then, in Your message, tell us which document you would like us to add. When you are ready, press Send message. We prioritize new templates based on requests. If your situation is unusual, a lawyer may be the better route. Click talk to a lawyer. There, we can help you find an independent attorney licensed in your state. https://www.oakclause.com/videos/help/missing-document.mp4 56 2026-10-03 yes https://www.oakclause.com/help/videos/start-document 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/start-document-thumb.jpg How do I start a document? How do I start a document? First, find your document. Type its name in the search box, and pick it from the list. Or open a menu at the top of the page, like Financial, and choose Bill of Sale. On the document page, select Create document. The questions open at step one. The steps are listed on the left. Answer each question. For example, choose the state, then enter the date of sale. When the section is done, select Save and continue at the bottom. You move on to the next step, and your answers are saved in this browser. https://www.oakclause.com/videos/help/start-document.mp4 48 2026-10-03 yes https://www.oakclause.com/help/videos/answers-saved 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/answers-saved-thumb.jpg Where are my answers saved? Where are my answers saved? While you work, your answers are saved in your browser, on the device you are using. You can see this on the left, below the steps: Answers are saved in this browser only. To come back later on the same device, click My documents at the bottom of any page. Your draft is listed under In progress. Click Continue to pick up where you left off. When you sign in and download the final PDF, your answers and the PDF are saved to your account. They appear under Saved documents. Click Download PDF to get it again, from any device. https://www.oakclause.com/videos/help/answers-saved.mp4 47 2026-10-03 yes https://www.oakclause.com/help/videos/questions-appear 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/questions-appear-thumb.jpg Why do some questions appear and disappear? Why do some questions appear and disappear? Some questions only appear when they apply to you. Here, Are pets allowed? is set to No. So there are no questions about pets. Click Yes, and new questions appear right below it. Now you can say which pets are allowed, and add a pet deposit or monthly pet rent. If you change your mind and click No, the pet questions disappear again. Answers to hidden questions are not used in your document. https://www.oakclause.com/videos/help/questions-appear.mp4 38 2026-10-03 yes https://www.oakclause.com/help/videos/preview-document 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/preview-document-thumb.jpg How do I preview my document? How do I preview my document? You can see a draft of your document at any step of the questions. At the bottom of the page, click Preview document. A draft opens on top of the page, with the word DRAFT across each page. Questions you have not answered yet may show as blanks. That is normal. Close it with the X button, and carry on where you left off. https://www.oakclause.com/videos/help/preview-document.mp4 32 2026-10-03 yes https://www.oakclause.com/help/videos/preview-phone 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/preview-phone-thumb.jpg My preview does not appear on my phone. My preview does not appear on my phone. On a phone, Preview document is the eye button at the bottom of the screen. Tap it. Your draft opens in a preview window. Some mobile browsers cannot show a PDF inside a page. If the preview stays empty, look at the very bottom of the window, under Preview not showing? Tap Open the PDF. Your draft then opens on its own, in a new tab. It is the same draft, with the word DRAFT across each page. Back in the questions, close the preview with the X, and carry on where you left off. https://www.oakclause.com/videos/help/preview-phone.mp4 46 2026-10-03 yes https://www.oakclause.com/help/videos/final-format 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/final-format-thumb.jpg What format is the final document? What format is the final document? Your final document is a print-ready PDF that you can save, print and sign. To see an example, open any document's page and click Preview sample. Every page is numbered at the bottom, so nothing gets lost when you print. Near the end, you will find signature blocks with a line for each name and the date. Where needed, there are also witness and notary sections, like in this power of attorney. The sample is marked DRAFT. Your final PDF comes without that mark. https://www.oakclause.com/videos/help/final-format.mp4 44 2026-10-03 yes https://www.oakclause.com/help/videos/edit-pdf 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/edit-pdf-thumb.jpg Can I edit the PDF? Can I edit the PDF? We recommend changing your answers and downloading a new version, so the whole document stays consistent. Sign in and open My documents. Next to your document, click Edit. The questionnaire opens with your saved answers already filled in. In the list on the left, click the step you want to change, like Term and rent. Type your new answer. Here, the monthly rent goes up to 2,950 dollars. Then click Review and download. Your change shows up in the summary. Click Download updated PDF. The new version replaces the one saved in your account. After you buy a document, you can edit it and download again for 30 days. https://www.oakclause.com/videos/help/edit-pdf.mp4 57 2026-10-03 yes https://www.oakclause.com/help/videos/notary 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/notary-thumb.jpg Do I need a notary? Do I need a notary? It depends on the document and your state. Deeds, affidavits and many powers of attorney require notarization. To see an example, click Preview sample. This sample quitclaim deed ends with a Notary Acknowledgment section, for the notary to complete. Your document includes a notary section like this when one is typically needed. Most contracts and leases do not. This sample lease ends with signature lines only. On the Review and download step, the Before you sign box reminds you about notary instructions. Follow any witness or notary instructions included in your document, and you are ready to sign. https://www.oakclause.com/videos/help/notary.mp4 53 2026-10-03 yes https://www.oakclause.com/help/videos/who-signs-first 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/who-signs-first-thumb.jpg Who should sign first? Who should sign first? For contracts, the order of signing usually does not matter. To see where everyone signs, click Preview sample on the document's page. In this sample lease, the landlord and each tenant sign on their own line, with a date. Wills are different. The testator and witnesses must follow the signing steps described in the will. In this sample will, the testator signs on the line marked Testator. Under Attestation, the witnesses confirm the testator signed in their presence, and then sign below. The note below says to follow the signing requirements of your state. https://www.oakclause.com/videos/help/who-signs-first.mp4 49 2026-10-03 yes https://www.oakclause.com/help/videos/keep-copies 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/keep-copies-thumb.jpg Should I keep copies? Should I keep copies? Yes. On the Review and download step, look at the Before you sign box. It reminds you to give every party a signed copy and keep yours somewhere safe. This sample lease has signature lines for a landlord and two tenants, so each of them gets a signed copy. Documents you download while signed in are saved to your account, under My documents. Need another copy later? Click Download PDF next to the document to download it again. https://www.oakclause.com/videos/help/keep-copies.mp4 40 2026-10-03 yes https://www.oakclause.com/help/videos/sign-electronically 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/sign-electronically-thumb.jpg Can I sign electronically? Can I sign electronically? Oakclause documents are print-ready PDFs. You can see this on every document page. To see an example, click Preview sample. This NDA ends with simple signature lines. Many documents can be signed electronically under federal and state law, as this sample NDA allows. But wills, deeds and notarized documents often have extra requirements. This sample will has a section for witnesses, and this sample deed one for a notary. Oakclause does not offer electronic signing. Your download is a PDF to print and sign on paper. Or check the rules for your document before signing it another way. https://www.oakclause.com/videos/help/sign-electronically.mp4 55 2026-10-03 yes https://www.oakclause.com/help/videos/file-document 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/file-document-thumb.jpg Do I need to file my document anywhere? Do I need to file my document anywhere? Most agreements, like this lease, are simply signed and kept by the parties. Some documents, such as deeds, must be recorded with a county office. A deed's first page says where to return it when recorded, and leaves space for the recorder. At the end, a note asks you to confirm the requirements of the recording office in your county. Articles of organization or incorporation must be filed with a state office. Their last page tells you to file them with the state's business filing office. So your document's signing instructions tell you when filing or recording applies. https://www.oakclause.com/videos/help/file-document.mp4 51 2026-10-03 yes https://www.oakclause.com/help/videos/choose-state 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/choose-state-thumb.jpg Which state should I choose? Which state should I choose? For a lease or a deed, choose the state where the property is located. For services or other work, it is usually the state where the work is performed. For a will, choose the state where you live. For contracts between parties in different states, choose the state whose law you want to govern the agreement. Pick a state that you can both accept. On a document's page, you can also start from your state under Find your state. Your document then names that state as the governing law. https://www.oakclause.com/videos/help/choose-state.mp4 43 2026-10-03 yes https://www.oakclause.com/help/videos/state-changes 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/state-changes-thumb.jpg What changes when I pick a state? What changes when I pick a state? Early in the questionnaire, you choose the state. For this lease, it is where the property is located. Your document then names that state's law as the governing law, like Colorado in this sample lease. Where rules differ between states, the wording defers to that state, like this notice period. The security deposit clause also defers to Colorado law, including any rules on the amount. The signing section is adjusted too. In this power of attorney, the notary block names Colorado. Each state's page sums this up, under Lease Agreement rules in Colorado. https://www.oakclause.com/videos/help/state-changes.mp4 53 2026-10-03 yes https://www.oakclause.com/help/videos/moved-state 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/moved-state-thumb.jpg I moved to another state. Is my document still valid? I moved to another state. Is my document still valid? Contracts, like this Colorado lease, usually remain valid after you move. Estate planning documents, such as wills and powers of attorney, are generally recognized across states. But it is sensible to review them after a move, since signing rules and terminology differ. Under When to use it, the page lists a move to another state as one reason to make a new will. Each state's page shows its own rules. Under Last Will in another state, pick your new state. In Pennsylvania, for example, the witness rule is not the same as in Colorado. To make a new will for your new state, press Create document on that state's page. https://www.oakclause.com/videos/help/moved-state.mp4 55 2026-10-03 yes https://www.oakclause.com/help/videos/estate-dashboard 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/estate-dashboard-thumb.jpg Where can I track my estate planning documents? Where can I track my estate planning documents? Open the Help Center, and click Estate planning dashboard near the top. Your plan at a glance shows how many of the three essentials you have completed. Each document shows where you stand: Completed, In progress, or Not started. To pick up a draft where you left off, click Continue next to it. Further down, Worth considering lists documents you may want next, such as a living trust. The dashboard reads the answers saved in this browser, so use the same device to see your progress. https://www.oakclause.com/videos/help/estate-dashboard.mp4 44 2026-10-03 yes https://www.oakclause.com/help/videos/will-valid 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/will-valid-thumb.jpg Is my will valid once I download it? Is my will valid once I download it? Not yet. Your will must first be signed with the formalities your state requires. In the Signature section, you sign on the line above your name, marked Testator. This usually happens in front of two adult witnesses, who sign under Attestation. The note below says to follow the signing requirements of your state. If your state recognizes a self-proving affidavit, you and your witnesses sign it in front of a notary. On the final step, Before you sign reminds you to follow the witness or notary instructions. https://www.oakclause.com/videos/help/will-valid.mp4 45 2026-10-03 yes https://www.oakclause.com/help/videos/keep-will 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/keep-will-thumb.jpg Where should I keep my original will? Where should I keep my original will? Keep the original you signed somewhere safe that your executor can access. Your executor is the person you name in the Executor section of your will. On the will's page, open the question, Where should I keep my will? Good places are a fireproof home safe, or with your attorney. Some states also let you deposit a will with the probate court. Whatever you choose, tell your executor where it is. https://www.oakclause.com/videos/help/keep-will.mp4 38 2026-10-03 yes https://www.oakclause.com/help/videos/who-sees-answers 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/who-sees-answers-thumb.jpg Who can see my answers? Who can see my answers? While you are signed out, your answers are saved in your own browser, on the device you are using. You can see this on the left, below the steps: Answers are saved in this browser only. They are sent to our servers only when you preview or download a document, to make the PDF. For example, when you click Preview document at the bottom of the page. Your answers are used to make the PDF, and the draft opens on top of the page. https://www.oakclause.com/videos/help/who-sees-answers.mp4 39 2026-10-03 yes https://www.oakclause.com/help/videos/shared-computer 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/shared-computer-thumb.jpg Should I use a shared or public computer? Should I use a shared or public computer? We recommend against it, because your answers are saved in the browser you are using. You can see this on the left, below the steps: Answers are saved in this browser only. If you must use one, scroll to the bottom of the page when you finish, and click My documents. Your draft is listed under In progress. Drafts on this page live only in this browser. Next to your draft, click Delete. Your browser asks if you are sure, so click OK. Your answers are removed from this browser, and the draft is gone from the list. https://www.oakclause.com/videos/help/shared-computer.mp4 46 2026-10-03 yes https://www.oakclause.com/help/videos/privilege 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/privilege-thumb.jpg Is anything I tell you protected by attorney-client privilege? Is anything I tell you protected by attorney-client privilege? No. Oakclause is not a law firm, so what you send us is not privileged. To read more, click Disclaimer in the Legal column at the bottom of the page. On the Disclaimer page, see No attorney-client relationship. Contacting us does not create one. So please do not send confidential details through contact forms. The Contact form reminds you of this. For advice about your own situation, click the talk to a lawyer link under Legal advice. There, we can help you find an independent attorney licensed in your state. This form has the same reminder, so keep confidential details out of it too. https://www.oakclause.com/videos/help/privilege.mp4 55 2026-10-03 yes https://www.oakclause.com/help/videos/business-teams 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/business-teams-thumb.jpg Do you work with businesses and teams? Do you work with businesses and teams? Yes. Scroll to the bottom of any page, and click Business solutions under For business. This page shows how businesses and teams use our documents. For example, small businesses, landlords and property managers, and HR and people teams. Under Common questions, you learn that anyone can create documents today. Shared team workspaces are on our roadmap. To get in touch, scroll to Tell us what your business needs, and enter your name and email. Under What are you looking for, describe your team and the documents you use most. When you are ready, click Send to our business team. We use your details only to respond. https://www.oakclause.com/videos/help/business-teams.mp4 56 2026-10-03 yes https://www.oakclause.com/help/videos/white-label 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/white-label-thumb.jpg Can I offer your documents on my own platform? Can I offer your documents on my own platform? That is what our white-label program is for. At the bottom of any page, click White label. The program lets organizations offer our questionnaires under their own brand. It is in early access. The page shows who it is for, such as law firms, property management software and HR platforms. Further down, What a white-label partnership covers explains your brand, your selection, and who is responsible for what. To register interest, scroll to the form, and enter your name and email. Add your organization and website, and tell us about your platform and users. Then click Register interest. We will contact you about timing and fit. https://www.oakclause.com/videos/help/white-label.mp4 59 2026-10-03 yes https://www.oakclause.com/help/videos/affiliate-program 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/affiliate-program-thumb.jpg Do you have an affiliate program? Do you have an affiliate program? Yes. Scroll to the bottom of any page, and click Affiliate program under For business. The page explains how it works in three steps: Apply, Share and Earn. You earn a commission when someone you refer completes a qualifying purchase. Commission terms are shared with approved partners, and every application is reviewed by hand. Further down, you can see who we work with, and the program standards to follow. To apply, scroll to the Apply to join form, and enter your name and email. Add your website or channel URL, and tell us about your audience. When you are ready, click Send application. The program is free to join. https://www.oakclause.com/videos/help/affiliate-program.mp4 56 2026-10-03 yes https://www.oakclause.com/help/videos/do-i-pay 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/do-i-pay-thumb.jpg Do I need to pay? Do I need to pay? Answering the questions and previewing a draft is free. You pay only to download the final PDF. For that, you buy the document once, buy a pack, or subscribe to Unlimited. One document costs $19 or $39. Packs start at $49. Both are one-time payments. Unlimited is a subscription: $29 a month, or $129 a year. Each document page shows its price. This power of attorney is $39, one-time. Our last will and residential lease are free once you confirm your email. When you start, step 1 of the questions shows the price again. https://www.oakclause.com/videos/help/do-i-pay.mp4 55 2026-10-03 yes https://www.oakclause.com/help/videos/charged-again 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/charged-again-thumb.jpg Will I be charged again later? Will I be charged again later? Not for a single document or a pack. Those are one-time payments. Each purchase includes 30 days to edit your answers and download again. Unlimited is different. It is a subscription that renews automatically until you cancel. It costs $29 a month, or $129 a year. Signed in, open My documents, then the Plan and billing tab. Your plan shows the date it renews, and we email you before every renewal. To stop future charges, click Cancel subscription. It takes just two clicks. https://www.oakclause.com/videos/help/charged-again.mp4 48 2026-10-03 yes https://www.oakclause.com/help/videos/cancel-unlimited 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/cancel-unlimited-thumb.jpg How do I cancel Unlimited? How do I cancel Unlimited? Sign in, then in the account menu at the top right, choose My documents. Then select the Plan and billing tab, just below the page title. Your plan shows its price and renewal date. Click Cancel subscription. A window opens. It shows the date you keep full access until. Telling us why is optional. On a monthly plan, you may also see one optional offer. To stay, click Keep my plan. To cancel, click Yes, cancel. Done. Your plan now says Cancelled, with the date your access ends. You keep full access until then, and you are not charged again. https://www.oakclause.com/videos/help/cancel-unlimited.mp4 50 2026-10-03 yes https://www.oakclause.com/help/videos/refund 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/refund-thumb.jpg Can I get a refund? Can I get a refund? Yes. Sign in, open My documents, and click the Plan and billing tab. Under Purchases, one-time purchases can be refunded within 30 days. Purchases older than 30 days no longer show a refund button. Next to the document or pack, click Request refund. Check the amount, then click Yes, refund. The money goes back to your card. You will see Refund requested. Access to that purchase ends once the refund is processed. On Unlimited, click Request a refund of my last payment. This ends your plan right away. https://www.oakclause.com/videos/help/refund.mp4 47 2026-10-03 yes https://www.oakclause.com/help/videos/delete-answers 2026-10-03T08:17:06.000Z https://www.oakclause.com/videos/help/delete-answers-thumb.jpg How do I delete my saved answers? How do I delete my saved answers? Scroll to the bottom of any page, and click My documents under Support. Drafts you started in this browser are listed here, under In progress. Next to the draft you want to remove, click Delete. Your browser asks if you are sure. Click OK to confirm. The answers are removed from this browser, and the draft is gone from the list. Documents saved to your account are not deleted here. To remove them, email support@oakclause.com. https://www.oakclause.com/videos/help/delete-answers.mp4 42 2026-10-03 yes