Legal Landlord-Tenant Checklist
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
Lease Agreement Basics
Task | Completed (✓) |
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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 (✓) |
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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 (✓) |
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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 (✓) |
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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 (✓) |
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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 (✓) |
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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 (✓) |
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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 (✓) |
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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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