An agreement for in-person personal assistant or concierge services — tasks, hours, expense handling, and confidentiality.
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Free general-purpose template, not legal advice. Fill in the placeholders and consider having a lawyer review it before you rely on it.
This Personal Assistant / Concierge Services Agreement ("Agreement") is entered into as of [Effective Date] between [Assistant Name] ("Assistant") and [Client Name] ("Client").
Assistant will provide the following services: [Description — e.g. errands, scheduling, household coordination, event support].
Assistant will provide up to [Number] hours per [week/month], at a rate of [Rate] per hour, or a flat fee of [Amount]. Additional hours require Client’s prior approval.
Client will reimburse Assistant for pre-approved expenses incurred on Client’s behalf within [Number] days of submitting receipts, or provide funds in advance for anticipated purchases.
Assistant agrees to keep Client’s personal and household information confidential, both during and after this engagement.
Assistant is an independent contractor, not an employee of Client, and is responsible for their own taxes, insurance, and benefits.
Either party may terminate this Agreement with [Number] days’ written notice.
This Agreement is governed by the laws of the State of [State / Jurisdiction].
Assistant Signature: _______________________ Date: _______________
Client Signature: _______________________ Date: _______________
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