Promissory note / loan agreement
Promissory note / loan agreement. Standalone document drafting, review, and preparation services.
What is included
- Understanding what the document needs to cover
- Confirming whether the document is within a licensed paralegal's scope
- For documents within scope, drafting or reviewing it in plain language
- Explaining key terms such as payment, ending the agreement and resolving disputes
- Referral to an Ontario lawyer for documents outside that scope
What is not included
- Court, tribunal or government fees, and courier or registered mail costs
- Representation at a hearing, unless agreed in writing
- Follow-up negotiation or a claim after the document is sent
- Documents outside a licensed paralegal's scope, such as wills, real estate documents or business contracts
Who this service is for
- People preparing for a tribunal or Small Claims Court hearing
- People who need a clear letter, demand, complaint or records request
- Self-represented people who want their documents organized
- People who want a document reviewed before they rely on it
Information to have ready
- 1The facts, with dates
- 2Documents you already have, such as contracts, receipts, letters and photos
- 3Names and addresses of the other party or the recipient
- 4Any deadline, form or notice you already received
Frequently asked questions
How much does it cost?
The fee is $350 plus 13% HST ($395.50 in all) for the work described on this page. Court, tribunal or government fees and other disbursements are extra. We confirm the scope and the fee in a written retainer agreement before any work starts.
What happens when I check out?
You book a time for your intake call, then save a card on Stripe's secure page. Nothing is charged today: the card is only charged later, for an invoice for work already done, as your retainer agreement sets out. A licensed paralegal confirms the details, checks for conflicts of interest and, if we can act for you, sends the retainer agreement. Fees paid before the work is done are held in our trust account.
Why might a contract be referred to a lawyer?
Licensed paralegals in Ontario mainly give advice and prepare documents for matters within their permitted scope, such as Small Claims Court and tribunal cases. Many business contracts, commercial leases and website terms are lawyer's work, so the firm refers them.
General information only, not legal advice. NEO Legal Services Professional Corporation is a licensed paralegal firm regulated by the Law Society of Ontario.
Important limitations
- No outcome can be guaranteed
- A document is only as accurate as the information you provide
- Documents outside a licensed paralegal's scope are referred to a lawyer
- A licensed paralegal may prepare documents for matters within paralegal scope, such as Small Claims Court and tribunal cases; documents outside that scope, such as commercial leases, licence agreements, website terms or other business contracts, are referred to an Ontario lawyer.
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