Establishing secure connection…Loading editor…Preparing document…

Hold Harmless Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Surrogate Release and Hold Harmless Agreement

Agreement made on the day of , , between (Name of Surrogate) of (street address, city, county, state, zip code), referred to herein as Surrogate, (Name of Spouse of Surrogate), of (street address, city, county, state, zip code), referred to herein as Husband, and (Name of Attorney), of (street address, city, county, state, zip code), referred to herein as Attorney;

Whereas, Surrogate and Husband have applied to Attorney to act as a surrogate to bear a child for (Names); and

Whereas, it is Surrogate’s desire to enter into a fee paid Surrogate Parenting Agreement where Surrogate will be artificially inseminated by a physician for the purpose of becoming pregnant; and

Whereas, upon birth of the child, Surrogate and Husband will surrender custody rights to the child in favor of (Names), and where necessary and permitted by law, terminate all parental rights to the child.

Now, therefore, for and in consideration of the mutual covenants contained in this Agreement, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

1. Surrogate represents that she is healthy, both physically and mentally, and is capable to the best of her knowledge of conceiving and carrying a fetus to term.

2. Surrogate and Husband, represent that they were married on (date), and have cohabited together as man and wife since that date.

3. Surrogate and Husband understand that several attempts at artificial insemination may be necessary, and that Attorney does not guarantee that pregnancy or full term pregnancy will result from artificial insemination. Surrogate and Husband have been advised and counseled as to the potential psychological implications on their marital and family relationship that may result from the birth of a child through this surrogate parenting procedure.

4. Under no circumstances shall Surrogate or Husband require that the identity of Surrogate or Husband be divulged to the child or to anyone else, and accordingly, forever waive all rights, if any, that Surrogate or Husband may have as to the identity, address, or any other information whatsoever concerning the Surrogate and Husband.

5. Husband and Surrogate recognize that surrogate parenting is a relatively new procedure, that the laws are unclear in many areas, and they have therefore retained their own independent legal advisor.

6. Husband and Surrogate hereby release Attorney at from any and all liability and responsibility of any nature whatsoever which may result from the complications of childbirth or delivery, or from the birth of an infant abnormal in any respect, or from the hereditary tendencies of that issue, or from any adverse consequences which may arise in connection with, or as a result of the artificial insemination.

WITNESS our signatures as of the day and date first above stated.

Additional acknowledgements:

Enter text✕

What a Hold Harmless Agreement Is and when it applies

A Hold Harmless Agreement (also called an indemnity or release clause) is a contract provision in which one party agrees to assume liability and defend another party against specified claims, losses, or damages. It defines the scope of protection, the parties covered, any exclusions, and the triggering events. These agreements are commonly used in contracts for services, events, construction, property use, and third-party activities. In the United States electronic execution is generally valid under federal and state law when the parties demonstrate intent, consent, attribution, and reliable record retention (see ESIGN, 15 U.S.C. §7001 and state UETA statutes).

Why a clear Hold Harmless Agreement matters

A well-drafted Hold Harmless Agreement allocates financial responsibility, reduces uncertainty in the event of claims, and clarifies defense obligations. It helps lower litigation risk by setting limits, required notice procedures, and indemnity triggers. Properly signed agreements also support enforceability when executed electronically under ESIGN (15 U.S.C. §7001) or UETA.

Why a clear Hold Harmless Agreement matters

Who commonly signs Hold Harmless Agreements

Hold Harmless Agreements are used by businesses and individuals who need to shift or limit liability for activities, property use, or services.

  • Property owners and landlords sharing premises for events or third-party vendors.
  • Contractors and subcontractors allocating risk on construction sites and projects.
  • Event organizers, venues, and equipment renters protecting against attendee claims.

Use depends on transaction complexity; larger organizations often route agreements to legal or risk teams before execution.

Who can sign and who should review

Authorized Signer

An officer, partner, or other person with actual authority to bind the entity should sign on the company's behalf. Verify corporate resolution or delegation to confirm authority and avoid later challenges to enforceability.

Legal Reviewer

Corporate counsel or external attorney should review broad indemnities, insurance requirements, and choice-of-law clauses to ensure clauses are enforceable in the governing jurisdiction and consistent with insurance coverage.

Essential security and compliance considerations

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Timestamp, IP, and action log
HIPAA: BAA available where required
21 CFR Part 11: Supported for regulated records
Certifications: SOC 2 Type II and ISO 27001
Accessibility: WCAG 2.0 Level AA compliance

Key risks if the agreement is incorrect

Enforceability challenge: Vague language can void protection
Insurance gaps: Coverage may not match indemnity
Missing signatures: Unsigned counterparts may be invalid
Ambiguous scope: Undefined triggers create disputes
Statutory limits: Some states limit indemnity clauses
Late notice: Failure to comply with notice rules

How organizations use Hold Harmless Agreements in practice

Real-world examples illustrate common application across industries and how execution and compliance reduce operational friction.

Martin Properties

As a small property manager, Martin Properties uses a standard Hold Harmless to host short-term events to allocate event risks.

  • It ensures vendors accept responsibility for guests.
  • Tim Martin, Founder, says: "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Fertility Centers of Illinois

A healthcare provider uses tailored releases and indemnities when third-party equipment vendors service clinical sites.

  • Vendor indemnity covers property and limited negligence.
  • John Butler, Founder, reports using an integrated eSignature workflow to maintain compliance and get properly authorized documents returned promptly.

Step-by-step: Completing a Hold Harmless Agreement

Follow these steps to prepare, review, and execute a clear, enforceable agreement.

  • 01
    Identify parties: Enter full legal names and entity types
  • 02
    Define scope: Specify activities, dates, and covered losses
  • 03
    Allocate responsibility: State precise indemnity, defense, and limitation terms
  • 04
    Execute and store: Have authorized signers sign and retain records

Where to send a signed Hold Harmless Agreement

Determine each recipient based on the transaction and recordkeeping rules before sharing signed copies.

  • Primary records: Send executed copy to legal department
  • Operational team: Provide copy to project or site manager
  • Third-party contractors: Deliver signed copy to vendor or venue
  • Secure archive: Store final PDF with audit trail

Core elements to include in a professional Hold Harmless Agreement

Include clear clauses that define who is protected, what risks are covered, and the procedures to follow in the event of a claim.

Parties

Identify the releasing party and the party being protected using full legal names, business type, and contact information to avoid ambiguity and ensure enforceability.

Scope of protection

Describe the activities, locations, timeframes, and specific types of claims or damages covered so the agreement is limited and predictable for insurers and courts.

Indemnity and defense

Specify who will indemnify whom, whether defense obligations exist, control of litigation, and any requirement to cooperate with the indemnitee during claims.

Exclusions and limits

List exclusions such as willful misconduct or gross negligence, and include monetary caps or insurance minimums if parties intend to limit financial exposure.

Notice and mitigation

Require prompt written notice of claims, preservation of evidence, and reasonable steps to mitigate damages to preserve rights under the agreement.

Execution details

Include effective date, governing law, signature lines with printed names and titles, and whether notarization or witness signatures are required.

Practical tips for accurate and efficient completion

Use clear language, consistent definitions, and a standardized template to reduce negotiation time and downstream disputes.

Use plain, specific language
Avoid general phrases like "all claims" without defining scope. Define covered activities, parties, and timeframes so insurers and courts can interpret intent consistently.
Match insurance to indemnity
Require minimum insurance limits and name the indemnitee as additional insured to align contractual obligations with available coverage and reduce recovery gaps.
Include notice procedures
Specify how and when to give notice of a claim, who controls defense, and timelines for cooperation to avoid waiver or forfeiture of indemnity rights.
Retain signed originals
Keep executed copies with an audit trail and store backups. For electronic signatures ensure record retention meets ESIGN/UETA standards and is reproducible.

Typical milestones after drafting a Hold Harmless Agreement

A concise timeline helps manage review, signature, and recordkeeping steps from draft to archive.

01

Draft completed

Legal review and internal approvals occur before circulation

02

Signatures obtained

All authorized signers must sign to bind the parties

03

Notarization (if needed)

Complete notarization or witness steps where jurisdictions require

04

Archive and distribute

Store final PDF and share copies with stakeholders

Key timing and response expectations

Set internal deadlines for negotiation, signature circulation, and retention to avoid missing critical notice or compliance windows.

Negotiation window:

Recommend 7–14 days for review and counter-signature

Signature circulation:

Allow 3–7 days for all parties to return executed copies

Notice of claim:

Contract should specify prompt notice, often 30 days

Document retention:

Retain executed agreements per retention policy

Insurance proof:

Require certificates of insurance before work begins

How to configure an online signing workflow

Set up signer roles, authentication, and required fields before sending the agreement for signature.

Field Configuration
Authentication method Email link, SMS code, or multi-factor
Required fields Signatures, dates, printed names, titles
Templates Create reusable template with conditional logic
Audit settings Enable full audit trail and download PDF

Digital signing and file format requirements

Choose a platform that supports common file types and required authentication strength.

  • Formats supported: PDF, DOCX, and HTML
  • Integrations: Connectors for Google Workspace, Microsoft 365, NetSuite
  • Advanced auth: SMS, KBA, SSO/SAML options

Ensure the chosen system produces a tamper-evident PDF and stores an audit trail that satisfies ESIGN and UETA record reproduction requirements.

How a Hold Harmless Agreement compares to related documents

Quick comparison to distinguish hold harmless clauses from releases, waivers, and standalone indemnity agreements.

Document Type Enforceability Common Use
Hold Harmless Agreement high when specific allocate liability in contracts
Indemnity Clause varies by state shift defense and damages
Release/Waiver narrower enforcement pre-event consumer waivers
Insurance Endorsement dependent on insurer add insured or coverage

E-signature vendor comparison for executing Hold Harmless Agreements

Compare core pricing and capabilities for common eSignature vendors. signNow is listed first per comparison rules.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Common questions and practical answers about Hold Harmless Agreements

Answers to frequent issues encountered when preparing, signing, or enforcing Hold Harmless Agreements.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users