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Caretaker Agreement for the United Kingdom

Caretaker Agreement Template for United States

A Caretaker Agreement is a legally binding document used in the United States that establishes the terms and conditions between an employer and a caretaker for the provision of property maintenance, personal care, or estate management services. The agreement covers essential elements including duties, compensation, work schedules, living arrangements (if applicable), and termination terms, while ensuring compliance with federal and state employment laws, tax regulations, and safety requirements. This document provides protection for both parties by clearly defining expectations, responsibilities, and rights under U.S. law.

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What is a Caretaker Agreement?

The Caretaker Agreement serves as an essential legal instrument in the United States for formalizing arrangements between property owners or individuals requiring care services and the professionals who provide these services. This contract type is particularly important given the personal nature of the services provided and the need to clearly define boundaries, responsibilities, and expectations. The agreement typically addresses key aspects such as scope of work, compensation, benefits, living arrangements (if applicable), and termination conditions, while ensuring compliance with relevant federal and state employment laws. A well-drafted Caretaker Agreement helps prevent misunderstandings, protects both parties' interests, and provides a clear framework for the working relationship, whether the services involve property maintenance, personal care, or estate management.

What sections should be included in a Caretaker Agreement?

1. Parties: Identification and details of the employer and caretaker

2. Background: Context and purpose of the caretaking arrangement

3. Definitions: Key terms used throughout the agreement

4. Duties and Responsibilities: Detailed description of caretaker's duties, including regular tasks and special requirements

5. Work Schedule: Working hours, days, breaks, holidays and time-off arrangements

6. Compensation: Salary, benefits, payment terms, and reimbursement policies

7. Term and Termination: Duration of agreement and conditions for termination by either party

What sections are optional to include in a Caretaker Agreement?

1. Living Arrangements: Terms and conditions for live-in arrangements, including accommodation details and house rules

2. Vehicle Use: Terms and conditions for use of employer's vehicle, including insurance requirements and maintenance responsibilities

3. Confidentiality: Privacy and confidentiality obligations regarding personal information and household matters

4. Emergency Procedures: Detailed protocols for handling various types of emergencies

What schedules should be included in a Caretaker Agreement?

1. Schedule A - Detailed Duties List: Comprehensive list of specific tasks and responsibilities with frequency and special instructions

2. Schedule B - House Rules: Specific household protocols, security procedures, and general requirements

3. Schedule C - Emergency Contacts: List of emergency contacts, including medical providers and family members

4. Schedule D - Benefits Package: Detailed description of benefits provided, including insurance, paid time off, and other perks

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Ƶ

Document Type

Agreement Contract

Cost

Free to use
Clauses































Industries

Fair Labor Standards Act (FLSA): Federal legislation covering minimum wage requirements, overtime pay regulations, and record-keeping obligations for employers

State Labor Laws: State-specific employment regulations that may impose additional requirements beyond federal standards

Immigration Laws: Federal requirements for verification of work eligibility and employment authorization

Equal Employment Opportunity Laws: Federal anti-discrimination laws ensuring fair treatment in employment practices

Americans with Disabilities Act (ADA): Federal law protecting rights of individuals with disabilities in employment context

Age Discrimination in Employment Act (ADEA): Federal law protecting workers 40 and older from age-based discrimination

Internal Revenue Code - Household Employees: Tax provisions specific to household employees including Social Security, Medicare, and unemployment taxes

Occupational Safety and Health Act (OSHA): Federal workplace safety and health requirements applicable to employment conditions

Insurance Requirements: Liability, property, and health insurance considerations for protecting both employer and caretaker

State Licensing Requirements: State-specific licensing and certification requirements for caretakers

Background Check Regulations: State and federal requirements for conducting background checks on caretakers

Fair Housing Act: Federal housing law applicable when providing accommodation for live-in caretakers

HIPAA: Federal medical privacy regulations if caretaker duties involve healthcare-related tasks

State Landlord-Tenant Laws: State-specific regulations governing housing arrangements for live-in caretakers

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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