Free Legal Landlord-Tenant Checklist Template
Legal Landlord-Tenant Checklist
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
Lease Agreement Basics
Task |
Completed (✓) |
---|---|
Confirm tenant’s identity with proper identification |
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Ensure the lease agreement is signed by all parties. |
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Verify lease term (start and end dates) |
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Confirm the rental amount and payment schedule are clearly stated. |
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Include the security deposit amount and terms of return. |
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Specify property address and unit number (if applicable) |
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Property Condition and Inventory
Task |
Completed (✓) |
---|---|
Conduct a walkthrough with the tenant before move-in |
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Document property condition with photos/videos |
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Provide the tenant with a written property condition report. |
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Include an inventory of furnished items (if applicable) |
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Obtain the tenant’s signature acknowledging the property condition. |
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Legal Requirements
Task |
Completed (✓) |
---|---|
Provide a copy of the signed lease to the tenant |
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Ensure the lease complies with local, state, and federal laws. |
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Confirm the property meets health and safety regulations. |
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Provide tenants with required disclosures (e.g., lead-based paint, mold) |
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Ensure the property has functioning smoke and carbon monoxide detectors. |
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Verify landlord registration (if required by local laws) |
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Financial Transactions
Task |
Completed (✓) |
---|---|
Collect the security deposit and provide a receipt |
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Confirm first month’s rent payment has been received. |
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Provide tenants with a rent payment method or portal. |
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Clearly outline late fee policies. |
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Document and issue receipts for all payments made by the tenant |
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Tenant Responsibilities
Task |
Completed (✓) |
---|---|
Specify tenant responsibilities for utilities and services |
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Outline maintenance and repair responsibilities. |
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Include rules for property use (e.g., no smoking, noise restrictions) |
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Provide instructions for reporting maintenance issues. |
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State pet policies, if applicable |
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Landlord Responsibilities
Task |
Completed (✓) |
---|---|
Ensure property is in habitable condition before move-in |
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Provide emergency contact information to the tenant. |
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Respond promptly to maintenance and repair requests. |
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Notify the tenant in advance before entering the property. |
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Provide proper notice for rent increases or lease termination. |
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Move-Out Process
Task |
Completed (✓) |
---|---|
Provide tenant with written move-out instructions |
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Schedule a final walkthrough inspection with the tenant. |
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Document property condition upon move-out |
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Compare the move-out condition to the initial condition report. |
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Return the security deposit with itemized deductions (if any) within the legal timeframe. |
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Dispute Resolution
Task |
Completed (✓) |
---|---|
Include a clause in the lease for dispute resolution (e.g., mediation, arbitration) |
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Maintain clear and accurate communication records. |
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Keep copies of all notices, payments, and lease agreements. |
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Understand local tenant-landlord dispute resolution procedures. |
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