RELEASE (Waiver) CHECKLIST: What MUST your Release contain to work

If you are getting ready for your summer recreation business it is always a good idea to make sure your paperwork is up to date and ready to go. This is a checklist to help you check your release and make sure your release is doing more than wasting paper.

Not all of these clauses mentioned in the checklist may be needed. However, some of them are critical and they may all be modified based on your activity, program, employees, and ability to undertake the risks. Some changes are always needed based on your activities, your guests and the state or local you are working in.

I’ve divided this checklist into three major parts:

  • Required for your Release to be Valid: What is absolutely required
  • Needed: What you should have for your release to be valid in most states
  • What Your Release Cannot Have: What you should never have in your document

There are some subsections also that are fairly self-explanatory. This will probably not be in all releases, but may be required in your release based on what you are trying to accomplish or what you are doing.

Required for your Release to be Valid

Contract: A release is a contract. The legal requirements required in your state for your electronic or piece of paper release to be a contract.

Notice of Legal Document: Does your release someplace on its face, give notice to the person signing it that they are signing a release or a legal document? Courts want to see that the guest knew they were giving up some legal rights.

Parties: You have to identify who is to be protected by the release and who the release applies too. That means the correct legal names as well as any business name.

Assumption of Risk Language: Does your release contain language that explains the risk of the activities the release is designed to protect litigation against. This is any area that is growing in release law.

Agreement to Assume Risks: Do your release have language that states the signor agrees to assume the risk. Assumption of the Risk is the second defense after your release in stopping a lawsuit.

Magic Word: Negligence: Does your release have the signor give up their right to sue for negligence? The required language and how it must be explained is getting more specific in all states and yet is different in most states.

Plain Language: Is the release written so that it can be understood? Is it written in plain English?

Venue: Does your release have a Venue Clause?

Jurisdiction: Does your release have a Jurisdiction Clause?

Signatures: Does your release have a place for the signor to date and sign the release. For a contract to be valid it must have a signature, or if electronic acknowledgment.

Continuing Duty to Inform: Information to complete the continuing duty to inform for manufacturers


Items that may be Needed Dependent upon the Purpose of the Release

Parental Release: Signature of Parent or Guardian AND correct legal language signing away a minor’s right to sue.

Statement the Signor has conveyed the necessary information to minor child

Statement the Signor will continue to convey necessary information to a minor child

Reference to any Required Statute

Signor has viewed the Website

Signor has viewed the Videos

Signor has read the additional information

Notice the Release is a Legal Document:

Notice of Legal Consequence: Does your release state there may be legal consequences to the signor upon signing?

Opening/Introduction: Does your release have an opening or introduction explaining its purpose

Assumption of Risk Language

Minor Injuries Noticed

Major Injuries Noticed


Mental Trauma

Signor is Capable of Assuming Risks

Risks identified that are not normally Not Associated with Activity

Drug & Alcohol Statement

Company Right to Eject/Refuse

Signor is in Good Physical Condition

Able to Undertake the activity

Good Mental Condition

Release Protects Against

Lost Personal Property

Lost Money

Lost Time

Loss of Life

Medical Bills


Indemnification Clause

First party costs

Third party costs

Severance Clause

Enforceability of the Release Post Activity


Language Dependent on How the Release is to be Used

Product Liability Language

Release of Confidential Medical Information

Demo Language

Rental Agreement Clause

SAR & Medical Issues

Permission to release medical information

Medical Evacuation

Medical Release

Medical Transportation

Waiver of medical confidentiality

Waiver of HIV status

Alternative Resolution



Items I include in the releases I write

How Release is to be interpreted

Statement as to Insurance

Signor has Adequate Insurance

Incidental issues covered

Signor has Previous Experience

Signor Read and Understood the Contract

Agreement that the document has been read

Agreement that the signor agrees to the terms

What Your Release Cannot Have

Places to Initial: This just requires more effort on your staff to check and is not legally required.

Small Print: If a judge can’t read it, then it does not exist.

Attempting to Hide your Release: You attempt to hide your release; the judge will act like he or she never found it. The below are all examples of attempting to hide a release.

No heading or indication of the legal nature

Release Hidden within another document

Important sections with no heading or not bolded: No hiding your release

Multiple pages that are not associated with each other: splitting up your release is hiding it.

No indication or notice of the rights the signor is giving up: Some day the statement I did not understand it will resonate with a judge. This prevents that.

Most Importantly, had your Release Updated Recently

Has your release been reviewed by an attorney in the past year or do you work with an attorney that updates you on changes you need to make to your release? The law concerning releases is changing constantly, more now than ever before. In the past two years I’ve made a dozen tweaks to how I write a release based on those legal changes. If your release has not been updated, you may no longer have a release.

Remember: Nothing in your marketing program invalidates your release. Does your marketing not create liability not covered in your release? Is your marketing directed to the correct people that your release was written for?


3 Comments on “RELEASE (Waiver) CHECKLIST: What MUST your Release contain to work”

  1. Will leverette says:

    We call the clause which attempts to ask a participant to give up their right to sue the suicide clause as in most cases, it tends to only inflame judges. Asking someone to give up the right to sue in this country is almost like asking them to give up their right to bear arms and can be one of the quickest way is to get a release form dismissed


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