Free Legal Landlord-Tenant Checklist Template

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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

Ensure the lease agreement is signed by all parties.

Verify lease term (start and end dates)

Confirm the rental amount and payment schedule are clearly stated.

Include the security deposit amount and terms of return.

Specify property address and unit number (if applicable)


Property Condition and Inventory

Task

Completed (✓)

Conduct a walkthrough with the tenant before move-in

Document property condition with photos/videos

Provide the tenant with a written property condition report.

Include an inventory of furnished items (if applicable)

Obtain the tenant’s signature acknowledging the property condition.


Legal Requirements

Task

Completed (✓)

Provide a copy of the signed lease to the tenant

Ensure the lease complies with local, state, and federal laws.

Confirm the property meets health and safety regulations.

Provide tenants with required disclosures (e.g., lead-based paint, mold)

Ensure the property has functioning smoke and carbon monoxide detectors.

Verify landlord registration (if required by local laws)


Financial Transactions

Task

Completed (✓)

Collect the security deposit and provide a receipt

Confirm first month’s rent payment has been received.

Provide tenants with a rent payment method or portal.

Clearly outline late fee policies.

Document and issue receipts for all payments made by the tenant


Tenant Responsibilities

Task

Completed (✓)

Specify tenant responsibilities for utilities and services

Outline maintenance and repair responsibilities.

Include rules for property use (e.g., no smoking, noise restrictions)

Provide instructions for reporting maintenance issues.

State pet policies, if applicable


Landlord Responsibilities

Task

Completed (✓)

Ensure property is in habitable condition before move-in

Provide emergency contact information to the tenant.

Respond promptly to maintenance and repair requests.

Notify the tenant in advance before entering the property.

Provide proper notice for rent increases or lease termination.


Move-Out Process

Task

Completed (✓)

Provide tenant with written move-out instructions

Schedule a final walkthrough inspection with the tenant.

Document property condition upon move-out

Compare the move-out condition to the initial condition report.

Return the security deposit with itemized deductions (if any) within the legal timeframe.


Dispute Resolution

Task

Completed (✓)

Include a clause in the lease for dispute resolution (e.g., mediation, arbitration)

Maintain clear and accurate communication records.

Keep copies of all notices, payments, and lease agreements.

Understand local tenant-landlord dispute resolution procedures.

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