Free for every Indian MFD · No signup

55+ professional legal document templates.
Ready in 5 minutes.

Wills, Power of Attorney, Affidavits, Nominations, Gift Deeds, Rental Agreements, and more — professionally drafted templates you can fill in with client details and download as a branded PDF. Free for every ARN-registered MFD.

The Product

Every legal document your clients typically need.

MFDs are often the first professionals a family calls for help with financial paperwork. A Will for elderly parents. A Nomination Change letter. A Rental Agreement for a rented office. An Affidavit for a name change.

Instead of "let me forward you a Word template", generate a professionally formatted document in 5 minutes — with your firm's contact details on the cover. Deepens client trust and positions you as a full-service advisor.

55+
Document templates
8
Categories
2
Languages
₹0
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Last Will & Testament
of Mr. Rajesh Kumar Sharma

I, Rajesh Kumar Sharma, son of Late Shri Krishan Kumar Sharma, aged 58 years, resident of Sector 21, Chandigarh, being of sound mind and memory, do hereby make, publish, and declare this to be my Last Will and Testament...

Article I: I hereby revoke all former Wills and Codicils by me at any time heretofore made.
Article II: I appoint my wife, Mrs. Sunita Sharma, as sole Executor of this Will, in whom I repose full confidence.

All my assets, movable and immovable, including mutual fund folios, bank deposits, and property at Sector 21, Chandigarh, shall be distributed as follows...

Signature of Testator
Rajesh Kumar Sharma
Date
10 July 2026
Complete library

Browse all 55+ templates by category

Every template drafted with Indian legal conventions and client-first phrasing.

Real MFD scenarios

Three moments where document templates save the day

Not just calculators — full-service advisory positioning.

01

Elderly client wants a Will

"Bhai, mummy chahti hain apna Will banwana. Aap MFD ho to kuch help ho sakti hai?"
  • Fill Testator, Executor, Beneficiaries
  • Include MF folios & bank accounts
  • Print, sign, get 2 witnesses
  • Client cries with gratitude
02

Death claim in a client family

Client's father passed away. Family needs to update nominations and file death claim on his MF investments.
  • Death Claim Letter template
  • Nominee Change form for spouse
  • Legal Heir Certificate application draft
  • Full workflow in one afternoon
03

Startup client sets up office

Young client starting an IT services business. Needs partnership deed, rental agreement, and address proof affidavits.
  • Partnership Deed template
  • Office Rental Agreement
  • NOC from property owner
  • MFD becomes trusted business advisor
The workflow

From client conversation to signed document in 5 minutes

1

Select template

Browse 55+ templates by category. Click to open the guided form.

2

Fill client details

Guided sections walk you through each required field with helpful hints.

3

Generate branded PDF

Auto-formatted document with your firm as "Prepared by" on the cover.

4

Print & execute

Client prints, signs, gets notarized (if required), and keeps a copy.

Templates, not legal advice.

MFDTools provides document templates for common Indian legal needs — drafted with reference to standard formats used by legal professionals. These templates help you and your clients get to a first draft faster.

For high-stakes documents (Wills involving significant assets, property transfers, complex partnership structures), we strongly recommend the executed document be reviewed by a qualified lawyer in your jurisdiction. MFDTools is not a legal service and does not replace legal counsel.

Common questions

Questions about legal document templates

Are these templates legally valid?
Templates use standard Indian legal formats and can serve as executed documents when properly filled, signed, witnessed, and notarized (where required). However, MFDTools is not a legal service — for complex or high-stakes matters (large estates, disputed properties, complex partnerships), we strongly recommend having the completed document reviewed by a qualified lawyer in your jurisdiction.
Do templates work for all Indian states?
Yes for most standard formats. Where state-specific variations exist (stamp duty rates, registration requirements, specific document formats), the template provides general structure and notes about state considerations. Local registration and stamp duty must still follow your state's specific rules.
Do I need to charge my client for document assistance?
That's your business decision. Many MFDs offer document assistance as a value-added service (no extra fee) to strengthen client relationships and position themselves as full-service advisors. Others charge a nominal fee (₹500-₹2,000 per document). Both models work depending on your practice style.
Can clients edit templates after downloading?
The generated PDF is not directly editable, but the template can be regenerated with different inputs anytime — no re-entry cost since the wizard remembers earlier session data (within the same browser). For structural changes to a template's clauses, the client's lawyer would need to draft custom language.
Are templates updated for recent legal changes?
Yes. Templates are reviewed periodically as Indian tax laws, registration formats, and legal conventions evolve. Major updates (e.g., new stamp duty rates, DPDP Act 2023 references in privacy-related documents) are pushed automatically to all users.
Is client data from templates stored on your servers?
No. All template filling happens in your browser. Client names, addresses, asset details, and personal information are never transmitted to MFDTools servers. When you close the browser or clear localStorage, the data is gone from our end.
Can I customize templates for my firm?
Pro tier users get automatic branding (firm name, ARN, contact details) on every generated document. For custom template modifications (specific clauses, firm-specific formatting), that's available as an Enterprise contract feature.

Position yourself as a full-service advisor.

Beyond calculators — help clients with the paperwork that used to require expensive lawyers. Free for every Indian MFD.