Non-Disclosure Agreement For Personal Assistant Template for the United States

When you hire a personal assistant, you're granting access to your most sensitive information, from business strategies and financial records to personal schedules and family matters. A non-disclosure agreement (NDA) for a personal assistant creates legally binding confidentiality obligations that protect your proprietary information while setting clear boundaries for how each party handles it. It is one of the most common confidentiality agreements a company puts in place before an assistant starts work.

What is an NDA for a personal assistant?

It is a confidentiality agreement between an employer (a company or an individual) and the personal assistant they hire. The document defines what counts as confidential information, states how long the obligations last, and sets out what happens if the assistant discloses protected information. Both parties sign it before the assistant begins work, so expectations are clear from day one. You can draft and sign one with GenieAI, or start free from the template above.

When do you need this document?

You need this agreement whenever hiring a personal assistant who will access confidential information. This includes assistants handling your business communications, financial documents, client lists, or personal correspondence. Executive assistants managing schedules, travel arrangements, and private meetings require this protection. The agreement is essential for live-in assistants, virtual assistants with system access, or any assistant coordinating with family members, business partners, or clients on your behalf. Even temporary or part-time assistants need confidentiality agreements if they'll encounter sensitive information during their duties.

Key legal considerations

Your agreement must clearly define what constitutes confidential information, including specific categories like business plans, client data, personal information, and trade secrets. The confidentiality obligations should specify protection duties, prohibited disclosures, and information handling requirements. Include reasonable scope limitations that focus on legitimate business interests rather than general competition restrictions. Address return of materials provisions requiring surrender of documents, devices, and copies upon termination. Consider including liquidated damages clauses or injunctive relief provisions, as proving monetary damages from disclosure can be challenging. The agreement should balance protection needs with the assistant's right to perform job duties effectively.

Legal requirements in United States

Under United States law, your NDA must comply with the Defend Trade Secrets Act (DTSA) and applicable state Uniform Trade Secrets Act provisions. The agreement requires adequate consideration, typically the job offer itself or continued employment. Duration limits vary by state, but courts generally enforce reasonable terms that protect legitimate business interests without imposing undue hardship. Some states restrict or prohibit NDAs covering workplace harassment or discrimination claims. The agreement must have reasonable geographic scope tied to your business operations or information protection needs. Federal and state employment laws may impact enforceability, particularly regarding employee mobility and wage-hour compliance. Ensure compliance with state-specific privacy laws governing personal information handling, and include whistleblower protection clauses as required by federal law.

One-way or mutual NDA

Most personal assistant NDAs are one-way, since the assistant is the party receiving confidential information. A mutual NDA fits when the assistant also shares proprietary material with you, for example a professional running a management or design practice who brings their own client methods into the role. The mutual version places the same confidentiality duties on both sides. Whichever you pick, the security of the information you share depends on defining clear handling rules for files, devices, and online accounts.

How is this different from a standard employment NDA?

A personal assistant sees a wider mix of business and private information than most roles, so the confidentiality agreement usually covers both proprietary company material and personal or family matters. If your assistant is engaged as a contractor rather than an employee, an independent NDA may fit better than employment-linked terms. The core aim stays the same: define the confidential information, set the term, and make the consequences of disclosure clear before work begins.

How to create your NDA template

You can start free from the NDA template above and tailor it to your situation. GenieAI drafts the confidentiality terms, flags anything overbroad against enforceability standards, and delivers a ready-to-sign agreement. Fill in the parties, the categories of confidential information, and the term, then sign online or export the finished agreement as a PDF for your records.