Use This Template

LLC Formation Questionnaire

Use our comprehensive LLC Formation Questionnaire to gather necessary information from your clients regarding their business.

Our LLC formation questionnaire is designed to capture all the essential information required for registering your client’s business as an LLC. This comprehensive template includes sections for collecting personal details, general business information, and other specific elements, such as registered agent and EIN preferences. It also gathers data on members and managers as well as payment details. While this template is specifically tailored for LLC registrations, it can be easily customized to meet the unique requirements of your law firm by adjusting the fields and sections as needed.

We’ve incorporated all the features and fields needed to ensure the person accessing the form only sees what is needed when completing or reviewing it. This makes it easy for you to use and ensures your clients can quickly complete the form, regardless of its comprehensive setup.

Repeating Sections and Tables and conditional logic allow users to add and view extra fields only if necessary, making the form much more digestible at first glance. You can also further tailor the form to your needs by modifying the font, color, or theme of the form with our form style settings.

Although this template is specific for LLC formations, we also have an estate planning questionnaire that is tailored to collecting information for estate plans. Additionally, we offer a general client case questionnaire with general questions that can be customized to create a detailed version for your specific practice area.

LLC Formation Questionnaire

This template is an legal questionnaire specifically for the creation and formation of an LLC.

Workflow

Roles

  • Client
  • Internal Legal Team
  • Attorney

Statuses

  • Incomplete
  • Submitted
  • In Progress
  • Processed and Documented