Skeleton · not the transfer
Estate transfer schedule
Estate [ESTATE NAME]
Plot [PLOT]
Company [COMPANY NAME]
Shared parts [ROADS / OPEN SPACE]
A solicitor writes the deed. This page only holds the headings.
England and Wales · Self-help templates
Property papers,
kept current.
Word files for the company that looks after the shared estate, or the company named in the leases. Fill the red brackets. Ask a solicitor before the company adopts them or anyone signs.
- One-time price
- Packs £29
- Singles £12
Start here
Who is holding the file?
Board
Residents' company board
Get the articles, the standing orders and the day-to-day notes into one folder a solicitor can read.
Developer
Developer
Start an estate company with a transfer schedule and articles skeleton, before completion week.
Agent
Managing agent
Hand the board a current set for charges, repairs, consents and meetings.
Owner
Leaseholder or freeholder
A lease-reading sheet, a lease-extension folder, or a freehold-purchase folder. None of them is a notice.
Other shops in the same family
Why bother
Get them current
Not a lesson. A reason to open the folder.
One folder
The papers the board actually uses, in one place, instead of last year's email.
Red brackets
You can see what to type. Leave the headings alone.
Word files
Editable documents. No subscription and no account on this page.
The deed still wins
A board note does not replace the lease or the transfer.
Ready for a solicitor
A starting draft, not a blank page the night before a meeting.
A pack under one file
Estate and flats packs are shown at £29. Commonhold is shown at £19. A single document is listed at £12 and is not for sale yet.
First page
See the brackets before you buy
Estate pack
Transfer schedule skeleton
Estate [ESTATE NAME]
Title number [TITLE NUMBER]
Plot [PLOT] · buyer [BUYER]
Shared parts [ROADS / PATHS / OPEN SPACE]
Company [COMPANY NAME]
This is a list of headings. It is not the transfer, and it is not a flat lease.
Flats pack · not included
The lease stays the lease
Building [BUILDING]
Your lease is already the document that runs the flat. This pack does not sell a lease, and it does not print one.
What you get instead is the company paperwork around that lease: articles, standing orders, the service-charge habit, consents, and checklists.
If the lease and a board note disagree, follow the lease, then ask a solicitor.
Pricing
Two packs. £29 each.
The card keeps the pound price. Payhip charges dollars.
Houses on a managed estate
Estate pack
£29 once
- Transfer schedule skeleton
- Estate company articles
- Standing orders for meetings and voting
- Repairs, covenants, alterations
- A light EV note, and the board how-to
Leasehold flats
Flats pack
£29 once
- The lease is not in the pack
- Residents' company articles
- England right-to-manage sheet, and a Wales warning
- Service charges, section 20, repairs, covenants
- Consents, fire checklist, insurance, lease sheet
Just the governing papers?
Singles are listed at £12 and are not for sale yet. The packs are the better folder.
Transfer schedule £12 · not for sale yetStanding orders £12 · not for sale yetEstate articles £12 · not for sale yetResidents' company articles £12 · not for sale yet
Compare
What each £29 pack holds
| Slot | Estate pack · £29 | Flats pack · £29 |
|---|---|---|
| The document that runs the homes | Transfer schedule skeleton | The lease is already that document. It is not in the pack. |
| Meeting rules | Standing orders | Standing orders |
| Company constitution | Estate company articles | Residents' management company articles |
| Meetings and voting | Standing orders | Standing orders |
| Building safety | Not in this pack | England fire-safety checklist |
| Charges | The estate charge follows the transfer. Not the 1985 Act service-charge procedure. | Service-charge procedure |
| Works and consent | Alterations and consent | Alterations and consent |
| EV charging | Light EV note | EV charging consent |
| Board how-to | Yes | Yes |
| Repairs | Yes | Yes |
| Covenant breach | Yes | Yes |
| Section 20 checklist | Not in this pack | Yes |
| Insurance note | Not in this pack | Yes |
| Understanding the lease | Not in this pack | Yes |
| Right to manage, England | Not in this pack | Completion sheet |
| Right to manage, Wales | Not in this pack | Warning note, a different file |
Flats
The block already has a lease
This pack is the company paperwork around that lease. It does not rewrite it.
Lease first
Service charges, repairs and consents follow the lease you already signed.
Company second
Articles and standing orders sit under the lease. They do not replace it.
England and Wales files
The England right-to-manage sheet and the Wales warning are two files, not one.
Service charges £12 · not for sale yetStanding orders £12 · not for sale yetCompany articles £12 · not for sale yetFire checklist £12 · not for sale yetAlterations £12 · not for sale yetEV consent £12 · not for sale yetSection 20 £12 · not for sale yetRight to manage, England £12 · not for sale yet
Prescribed forms · 2004
Commonhold, £19
Not a third hero pack. Completion sheets for the prescribed commonhold forms, plus the board how-to. The forms stay the forms.
Community statement sheet £12 · not for sale yetCommonhold articles sheet £12 · not for sale yet
Documents
The main templates
Each one is listed at £12 and is not for sale yet. Each one is already inside a pack above.
Transfer schedule
£12 · Headings for the estate deed. Not a lease. Not for sale yet.
Estate articles
£12 · Skeleton for the estate company. Not for sale yet.
Residents' company articles
£12 · For the company the leases already name. Not for sale yet.
Standing orders
£12 · Meetings and voting. Not a secret-ballot code. Not for sale yet.
Service charges
£12 · Flats procedure. The lease still decides the charge. Not for sale yet.
Alterations
£12 · Ask before the works, if the deed says so. Not for sale yet.
Board how-to
£12 · How to get this folder current. Not for sale yet.
Fire checklist
£12 · England. Not a safety case. Not for sale yet.
Getting current
Written for this building, not a generic import.
Use the estate pack where people own the houses and a company looks after the shared roads and open space. Use the flats pack where a lease already runs the building.
Fill the red brackets. Leave the lease or the transfer in charge. Then ask a solicitor to read the draft before the company adopts it or anyone signs.
Self-help templates. Not legal advice. Not drafted by a solicitor or an attorney.
How it goes
Four steps, then a solicitor
1
Choose
The estate pack, the flats pack, or the commonhold pack.
2
Payhip
The card stays in pounds. Payhip charges $38 or $25.
3
Download from Payhip
Payhip sends the pack. This page does not take a card.
4
Fill, then ask
Fill the red brackets. A solicitor reads it before anyone adopts it or signs.
More singles
Every chip is listed at £12. Singles are not for sale yet.
Estate transfer schedule £12 · not for sale yetEstate company articles £12 · not for sale yetResidents' management company articles £12 · not for sale yetStanding orders £12 · not for sale yetService charge procedure £12 · not for sale yetRepairs and maintenance £12 · not for sale yetCovenant breach procedure £12 · not for sale yetAlterations and consent £12 · not for sale yetEV charging consent £12 · not for sale yetEstate EV note £12 · not for sale yetFire safety checklist, England £12 · not for sale yetSection 20 checklist £12 · not for sale yetBuildings insurance note £12 · not for sale yetUnderstanding your lease £12 · not for sale yetRight to manage, England £12 · not for sale yetRight to manage, Wales £12 · not for sale yetGetting the papers current £12 · not for sale yetLease extension checklist £12 · not for sale yetBuying the freehold checklist £12 · not for sale yetCommonhold community statement £12 · not for sale yetCommonhold articles £12 · not for sale yet
FAQ
Short answers
England and Wales only?
Yes. These templates are for England and Wales. They are not written for Scotland or Northern Ireland.
Did a solicitor or an attorney draft these?
No. They are self-help templates, not legal advice. They were not drafted by a solicitor or an attorney. A solicitor should check them before the company adopts them or anyone signs.
What format are the files?
Word files. Payhip sends the pack after payment.
Is the price a subscription?
No. The prices on the cards are one-time. Payhip charges $38 for the estate pack, $38 for the flats pack, and $25 for the commonhold pack. A single is listed at £12 and is not for sale yet.
Can I pay on this page?
No. This page does not take a card. The three pack buttons go to Payhip. Do not type a card number here.
Can the board rewrite the lease?
No. The lease or the transfer beats a board policy. This shop does not sell a flat lease.
Are Welsh right-to-manage articles in the England file?
No. Welsh right-to-manage articles are a different file. The flats pack includes a Wales warning, not a Wales articles form.
Do these assume the 2024 reforms are in force?
No. Most of the 2024 Act is not in force, so the templates do not pretend it is. Get the papers you use now into a current folder, and let a solicitor say what has changed.
Resources
Four reasons to update the folder
Service charges
If last year's charge papers are still in a drawer, put a current procedure next to the lease.
Section 20
Big works coming? Check the free sheet, then keep the checklist with the board papers.
Lease extension
Build the folder a solicitor will ask for. The shop does not sell the notice.
Buying the freehold
List who is in, and which papers you already hold, before the first meeting.
Bring the papers up to date
Choose the estate pack or the flats pack. Fill the brackets. Then let a solicitor read them before anyone signs.
Choose a £29 pack