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Client interview checklist menu

These checklists are downloadable PDF forms you can fill in on screen, or print and fill in by hand while interviewing a client. They are free, easy to use, and double as order forms. FAQ on client interview checklists

Use of the checklist requires the free Adobe Reader, version 8.0 or higher. Download it: Get Adobe Reader here

Texas business formation checklists

Entity Options with formation Get PDF
Limited liability company
(LLC, PLLC)
Company kit; taxpayer ID (EIN); registered agent service; special clause options Download the LLC checklist
Corporation
(regular for-profit, close, professional)
Company kit; taxpayer ID (EIN); registered agent service; special clause options Download the corporation checklist
Corporation
(non-profit)
Company kit without share certificates; taxpayer ID (EIN); registered agent service; special clauses Download the corp checklist
Limited partnership Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses Download the LP formation checklist
Limited liability partnership
(LLP, LLLP)
Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses Download the LLP formation checklist
Professional association Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses Download the PA formation checklist
Formations in states other than Texas Call or email to inquire.  

Other checklists

Service or item Detail Get PDF
Registered agent service in Texas For starting or switching to Lawyer's Aid Service Download the Texas Registered Agent checklist
Registered agent service in a state other than Texas Lawyer's Aid sets you up with a reputable service through the National Registered Agents, Inc. (NRAI) network. Call or email to inquire.  
Taxpayer ID (EIN) for a company Federal employer identification number (EIN) Download the EIN checklist
Taxpayer ID (EIN) for a trust or estate Federal employer identification number (EIN) Download the EIN checklist
Company kit for a Texas LLC
(LLC, PLLC)
Includes company agreement, member certificates, forms, seal, binder, slipcase, and custom options Download the LLC kit checklist

Company kit for a Texas corporation

(regular for-profit, close, professional)

Includes bylaws, share certificates, forms, seal, binder, slipcase, and custom options Download the corporate kit checklist

Company kit for a Texas corporation

(non-profit)

Includes bylaws, forms, seal, binder, slipcase, and custom options Download the non-profit corporate kit checklist
Binder, slipcase, and seal for any Texas company
(PA, LP, LLP, or other)
Includes binder, slipcase, and seal Download the Binder, slipcase, and seal checklist
Checklist for year-end client contact Helps the attorney assist business-owner clients once a year to maintain corporate formalities and plan for the future. Download the year-end client contact checklist
Need to update an existing entity? Call or email to inquire.  

Related services

How to place an order using our checklists

1. Download a checklist from the menu to the left.

2. Fill out the checklist on your computer, or print and complete it by hand.

3. Submit the checklist one of three ways: