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May I use a form for a client or another person?

Eligibility and Access

Authority to prepare or sign a document for another person depends on the relationship, the task, and state law. Preparing legal documents or choosing legal terms for others may be work reserved for licensed attorneys. A lawyer licensed in the relevant state can explain whether the person has authority and whether the work is reserved for attorneys.

General information

  • Authority can come from a job role, agency agreement, power of attorney, court order, or professional relationship.
  • The person signing must have authority for that exact act.

Service steps to consider

  1. Get written proof of authority.
  2. Risk: preparing legal choices for another person unless licensed and permitted.
  3. Possible resource or approach: separate records for each client.

360 Legal Forms' Terms allow use for a user's own personal or internal business needs and, when ordered for another, for a client. The Terms make the user responsible if they lacked authority to bind that person or entity. Customer support can explain website features and form fields, but it cannot select a form or legal terms, interpret a completed document, or explain how the law applies to a user's facts.

Important limits

  • The license does not allow resale or redistribution of the forms. This article gives general information only. A licensed attorney can answer questions about a specific person's rights, risks, document choice, wording, or legal result.

Verified on September 1, 2026. Laws and service terms can change. Check the live source before acting.