Borrowing Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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If you are looking to borrow money or are considering lending it, it will be important to have a lawyer paper the deal and answer your legal questions about borrowing. Your lawyer will want to know the type, term and amount of the loan, the proposed interest rate, and your relationship to the other party. With those details, your lawyer will be able to draft a note to protect your interests.

Prepare for your first meeting or call with a financing lawyer by using Priori’s borrowing resources, including our borrowing worksheet. With our borrowing checklist, you will be able to think through your legal questions about borrowing in advance of your meeting with your lawyer. You can send our borrowing worksheet directly to your lawyer, so your lawyer can prepare ahead of time and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a lawyer in our vetted network who can assist you with your legal questions about borrowing.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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Borrowing Questions & Checklist
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