Client Forms

Document Request Forms

Select the form that matches what you need and fill it out online. A completed document is generated automatically and emailed to you as a PDF.

The General Engagement Letter accepts an uploaded digital signature and returns a signed PDF by email. The other eight document forms require wet-ink signatures on the printed copy. If you are not sure which form applies, call our office at (318) 333-6401 before you begin.

Client Onboarding

1 Form

General Engagement Letter

For new and existing clients. Select the services you need, provide your information, and upload your signature. A completed engagement letter is emailed to you as a PDF.

Bill of Sale Documents

4 Forms

General Bill of Sale

For a straightforward sale of personal property between one seller and one buyer.

Trust Bill of Sale

For property being sold to or from a trust.

Multi-Seller / Multi-Buyer Bill of Sale

For sales involving more than one seller or buyer on the same transaction.

Bill of Sale with Asset Schedule

For sales involving multiple itemized assets listed on an attached schedule.

Notes & Agreements

4 Forms

Lease-Back Agreement

For arrangements where a seller leases back property they just sold.

Demand Note

For a simple loan that is repayable on demand from the lender.

Irrevocable Trust Promissory Note

For a loan made to or from an irrevocable trust.

LLC Operating Agreement (Trust-Owned)

For establishing an LLC that is owned by a trust.