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: |
| Entity | Options with formation | Get PDF |
|---|---|---|
Limited liability company (LLC, PLLC) |
Company kit; taxpayer ID (EIN); registered agent service; special clause options | ![]() |
Corporation (regular for-profit, close, professional) |
Company kit; taxpayer ID (EIN); registered agent service; special clause options | ![]() |
Corporation (non-profit) |
Company kit without share certificates; taxpayer ID (EIN); registered agent service; special clauses | ![]() |
Limited partnership ![]() |
Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses | ![]() |
Limited liability partnership (LLP, LLLP) |
Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses | ![]() |
Professional association
|
Company seal, binder, and slipcase; taxpayer ID (EIN); registered agent service; special clauses | ![]() |
| Formations in states other than Texas | Call or email to inquire. |
| Service or item | Detail | Get PDF |
|---|---|---|
Registered agent service in Texas ![]() |
For starting or switching to Lawyer's Aid Service | ![]() |
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) | ![]() |
Taxpayer ID (EIN) for a trust or estate ![]() |
Federal employer identification number (EIN) | ![]() |
Company kit for a Texas LLC ![]() (LLC, PLLC) |
Includes company agreement, member certificates, forms, seal, binder, slipcase, and custom options | ![]() |
Company kit for a Texas corporation (regular for-profit, close, professional) |
Includes bylaws, share certificates, forms, seal, binder, slipcase, and custom options | ![]() |
Company kit for a Texas corporation (non-profit) |
Includes bylaws, forms, seal, binder, slipcase, and custom options | ![]() |
Binder, slipcase, and seal for any Texas company (PA, LP, LLP, or other) |
Includes binder, slipcase, and seal | ![]() |
| 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. | ![]() |
| Need to update an existing entity? | Call or email to inquire. |
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: