Prospective Client Form

Limited liability company (LLC)

Application Questionnaire

Full Legal Name of the LLC:

Please provide the desired name for your LLC, including the suffix "LLC" or "L.L.C." as required by state law.

Alternative LLC Names:

If your preferred name is unavailable, please provide two alternatives:

State of Registration

Select the state where you want to register your LLC.

If "other" state, please list:

Type of LLC

Purpose of the LLC

Briefly describe the business purpose of your LLC (e.g., "Real estate investment and property management").

Desired Effective Date of the LLC

Choose the date you want the LLC to officially start operating.

YYYY

Duration of the LLC

If "limited", specify the number of years:

Will the LLC Be Operating in Other States?

Yes

If "yes", please list the other states

Registered Agent Name

First Name

Last Name

Registered Agent Address

Physical address in the state of registration (cannot be a P.O. Box)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Is the Registered Agent an Individual or a Business Entity?

Registered Agent’s Email

Registered Agent's Phone Number

(###)

###

####

Principal Office Address of the LLC

Main business address where records will be kept (can be the same as the registered agent’s address)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Mailing Address

If different from the Principal Office Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Number of Members in the LLC

Number of members (owners)

List the Names and Addresses of All LLC Members

Include each owner’s name and address

Name of Managing Member

The individual who will be in charge of managing the LLC.

First Name

Last Name

Percentage of Ownership for Each Member

Specify the ownership percentage for each LLC member.

How Do You Plan to Fund the LLC?

Please describe the initial funding (e.g., capital contributions from members, loans, etc.).

What Industry Will the LLC Operate In?

If "other", please list below:

Do You Plan to Hire Employees in the First Year?

Yes

Is There Any Other Information You Would Like to Share?

Please provide any additional details: