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Personal Life List Agreement

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PERSONAL LIFE LIST AGREEMENT

This Personal Life List Agreement (the Agreement) is entered into as of by and between:

Client Name:    Client Address:

Service Provider Name:    Provider Address:

RECITALS

WHEREAS, the Client desires to engage the Provider to prepare and curate a personal "life list" (the List) consisting of activities, experiences, goals and milestones tailored to the Client's stated interests and capacities; and

WHEREAS, the Provider is qualified to assist in identifying, organizing and delivering a structured List and associated planning materials and services; and

WHEREAS, the parties wish to set forth the terms under which the Provider will develop, deliver and, where applicable, advise on implementation of the List.

SCOPE OF WORK

The Provider will consult with the Client, develop a personalized List, prepare any written or electronic deliverables and provide up to the agreed number of planning or advisory sessions described below. The Provider's obligations are limited to those services expressly set forth in this Agreement.

PAYMENT TERMS

Client agrees to pay Provider the fees described below in consideration for the services and deliverables. Fees do not include travel or third-party costs unless expressly agreed in writing.

Any late payment will accrue interest at the lesser of or the maximum permitted by applicable law, plus a late processing charge of .

TERM AND TERMINATION

This Agreement commences on and continues until unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for material breach by the other if the breaching party fails to cure the breach within thirty (30) days after written notice. Termination will not relieve the Client of its obligation to pay for services rendered and reimbursable expenses incurred through the effective date of termination.

CONFIDENTIALITY

Each party acknowledges that during the term it may receive Confidential Information of the other party. "Confidential Information" means nonpublic information designated as confidential or that, given its nature and the circumstances of disclosure, a reasonable person would understand to be confidential. The receiving party shall (a) use Confidential Information only to perform its obligations under this Agreement; (b) protect Confidential Information with reasonable care; and (c) not disclose Confidential Information to third parties except to employees and contractors who need to know and who are bound by confidentiality obligations no less protective than those herein. Confidential Information does not include information that is or becomes generally available to the public other than through a breach of this Agreement, was already in the receiving party's possession without obligation of confidentiality, or is independently developed without use of the disclosing party's Confidential Information.

INTELLECTUAL PROPERTY AND USE OF LIST

Unless otherwise agreed in writing, the Provider retains ownership of any methodologies, templates and proprietary materials used in preparing the List. The final, client-specific List delivered to the Client will be for the Client's personal use. The Client may not sell or commercialize the Provider's proprietary materials without prior written consent.

LIABILITY, INDEMNIFICATION AND DISCLAIMER

Provider's services are advisory in nature. Client acknowledges that participation in activities on the List may involve risks. Provider disclaims any responsibility for Client's personal decisions or outcomes. To the fullest extent permitted by law, Provider's liability for any claim arising out of or relating to this Agreement shall be limited to direct damages not to exceed the total fees paid by Client under this Agreement. Client shall indemnify and hold harmless Provider from third-party claims arising from Client's use of the List or failure to follow safety instructions.

GOVERNING LAW

This Agreement will be governed by and construed in accordance with the laws of without regard to conflict of law principles.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, including any exhibits or attachments signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. No amendment or modification of this Agreement will be effective unless in writing and signed by both parties.

NOTICES

All notices required or permitted under this Agreement must be in writing and delivered to the addresses provided above or to such other address as a party may designate by written notice. Notices are effective upon personal delivery, or three (3) days after deposit in the mail when sent by certified mail, return receipt requested.

MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions will remain in full force and effect. The parties acknowledge they are independent contractors, and nothing contained herein will be construed to create a partnership, joint venture or employment relationship.

Client

Printed Name:

By:

Date:

Provider

Printed Name:

By:

Date:

Enter text✕

What a Personal Life List Agreement Is

A Personal Life List Agreement is a written record used to document an individual's prioritized personal items, wishes, and mutually agreed commitments between named parties. It formalizes non‑testamentary preferences, transfer intentions for tangible personal property, and practical instructions for family or designated delegates. This document is typically advisory rather than a substitute for wills, trusts, or durable powers of attorney, but it can reduce ambiguity, guide executors or caregivers, and support broader estate or household planning when signed and dated by involved parties.

Why a Personal Life List Agreement Can Help

Use a Personal Life List Agreement to clarify intent, reduce disputes among close contacts, and document discrete personal wishes that are not covered by formal estate instruments.

Why a Personal Life List Agreement Can Help

Who Typically Uses This Agreement

Use the agreement with legal counsel when transfers intersect with estate planning, tax reporting, or when formal probate transfer will be necessary.

  • Seniors planning personal distributions and memoir-style directions.
  • Couples or roommates documenting agreed transfers of shared tangible items.
  • Adult children or executors who need a clear reference to follow.

Core Elements of a Professional Personal Life List Agreement

A well-drafted agreement is concise, identifies parties, describes items or wishes precisely, sets effective dates, and documents signatures with dates and authentication details.

Parties

Full legal names and contact details for every person or entity that has rights or obligations under the list, so identity is unambiguous.

Inventory

Detailed descriptions of specific items or intentions, including serial numbers, locations, photographs, or exhibit references to avoid later disputes over identification.

Allocation

Clear instructions describing who receives each item or who will carry out each wish, including contingencies if the primary recipient predeceases the creator.

Effective Terms

An effective date and any triggering events (death, relocation, sale) that determine when listed items should be delivered or acted upon.

Signatures

Signature blocks for all parties with printed names and dates plus space for witness or notary details where required by state law.

Attachments

Exhibits such as photos, appraisal records, or receipts that corroborate item descriptions and fair market values, attached and cross-referenced.

Step-by-Step: Completing the Agreement

Follow these straightforward steps to complete and validate a Personal Life List Agreement.

  • 01
    Identify Parties: Enter full legal names and contact information for each party.
  • 02
    List Items: Describe each item or wish with sufficient identifying details.
  • 03
    Assign Recipients: Specify who will receive or perform each listed item.
  • 04
    Execute: All parties sign, date, and complete any required witness or notary steps.

How to Configure an Online Completion Workflow

Set up an online workflow to collect signatures, evidence, and attachments while keeping an audit trail for authenticity.

Field Configuration
Delivery Method Email link or direct signing URL
Signer Authentication Email verification, SMS code, or KBA
Conditional Fields Display fields only when relevant
Template Name Use a consistent template for repeat use

Distribution and Platform Requirements

Confirm the chosen platform supports required legal controls, record retention, and any industry privacy standards relevant to the content.

  • Integrations: Integrates with Salesforce and NetSuite
  • File Types: Supports PDF, DOCX, and HTML
  • Authentication: Offers SMS, email, and KBA

Where to Send or File the Agreement

Decide destinations for executed copies, custody, and distribution to ensure accessibility for involved parties and advisors.

  • Primary Custodian: Keep an original with the creator or designated custodian
  • Executor or Agent: Provide a copy to your executor or agent for reference
  • Legal Counsel: Share with attorney when coordination with estate documents is needed
  • Digital Archive: Store encrypted signed copy in secure cloud storage

Timelines, Deadlines, and Processing Expectations

Personal Life List Agreements typically do not have statutory filing deadlines, but timely updates reduce misunderstandings and administrative friction.

Initial Completion:

Execute before transfers or life events to document intent

Post-Event Update:

Update within 30 days after major life changes

Notification Expectation:

Notify recipients within 60 days of transfer plans

Processing Time:

Allow 1–4 weeks for coordination and delivery

Tax Considerations:

Provide W-9 upon payer request where tax reporting applies

Common Mistakes to Avoid

  • Vague descriptions that lack serial numbers or locations, causing identification disputes and delays in transfer.
  • Using nicknames or initials that do not match government IDs, which can block authentication or legal acceptance.
  • Failing to coordinate with an estate plan, creating conflicts between the list and a will or trust terms.
  • Omitting witness or notarization where state law or institutional policy requires it for enforceability.

Risks and Consequences of an Incorrect Agreement

Ambiguity: May lead to family disputes
Inconsistency: Conflicts with will or trust
Privacy Exposure: Sensitive details could be disclosed
Tax Triggers: Unreported transfers may affect taxes
Invalid Transfers: Oral promises may lack enforceability
Authentication Failure: Missing ID can block acceptance

eSignature Vendor Comparison for Personal Life List Agreements

Compare core pricing and capability factors relevant to signing, notarization, and secure storage when choosing an eSignature provider.

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, no card required Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Required Information to Include on the Form

Full Name: Exact legal name as ID
Date of Birth: For identity verification
Address: Street, city, state, ZIP
Item Details: Serials, descriptions, locations
Estimated Value: For transfer and tax clarity
Signature: Signer name, date, and witness

Who May Sign and Why

Owner / Creator

The person who creates the list and owns the items should sign to demonstrate intent, legal identity, and authority to direct transfers; include date and contact information.

Authorized Representative

An agent or designated custodian may sign when permitted by power of attorney or written authority; document the basis for their authority clearly.

Practical Use Cases

These anonymous examples show how different people use a Personal Life List Agreement alongside formal estate or household planning.

Household Allocation

A parent lists heirlooms for three children with exact locations and serials

  • Beneficiaries acknowledge receipt preferences
  • The list supplements a will and speeds distribution without probate involvement by clarifying low‑value tangibles and family wishes in a single easy reference document.

Personal Wishes

An individual records experiences and small legacy items for friends to carry out

  • Delegates accept tasks in writing
  • The agreement documents non‑legal wishes and identifies volunteers to perform personal gestures, reducing ambiguity about who will handle sentimental items or memorial tasks.

How to Update or Revise the Agreement

Use a clear amendment process so revisions remain traceable and avoid conflicting versions.

01

Create Amendment:

Draft a short amendment describing changes
02

Reference Original:

Cite the original agreement and effective date
03

Sign Parties:

Have all original parties sign the amendment
04

Notarize if Needed:

Notarize when state or institution requires
05

Distribute Copies:

Send updated copies to custodians
06

Archive Prior Versions:

Keep prior signed versions for audit

Frequently Asked Questions

Answers to common questions about validity, updates, notarization, and digital signing for Personal Life List Agreements.


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