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1Introduction
2Prior Entity Information
3Special Circumstances
4Prior Entity State Record Search
5Prior Entity State Record Information
6Prior Entity Registered Agent
7Prior Entity Capital Structure
8Prior Entity Ownership Structure
9Prior Entity Owners
10Prior Entity Management Structure
11Prior Entity Managers
12New Entity Information
13Preliminary Name Search
14Business Purpose
15New Entity Registered Agent Options
16New Entity Registered Agent Information

Entity Formation

Forming a new business entity is the first legal step in creating a formal business structure. This process involves choosing the right entity type and state of formation based on your goals.

  • Entity Type Selection: Deciding whether to form an LLC, corporation, or other legal entity based on tax treatment, liability protection, and management structure.
  • State of Formation: Choosing the governing state law for your entity. Most businesses form in the state where they operate, but some choose other states for strategic reasons.

This intake interview collects the key details needed to prepare and file the formation documents in the state of your choice.

New Business Entity Information

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Matter Setup

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Mapped Fields: Entity

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entity_domestication_published_forms_tf
Need corporate variant
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entity_domestication_single_form_tf
Need corporate variant
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entity_domestication_to_formation_document_tf
Need corporate variant
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Need corporate variant
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Need corporate variant
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Calculated Fields: Entity

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map_entity_owners_to_entity_managers_tf
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entity_manager_managed_tf*
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entity_owners_embed_scenario
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entity_managers_embed_scenario
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entity_owner_multiple_tf
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entity_manager_multiple_tf
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entity_equity_units_tf
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Is the new business entity any of the following special types of LLCs?*

Records Search

The requires the name of any businesses to be distinguishable from other businesses listed in the corporate records. If the desired business name () is the same or confusingly similar to a business that is already on record, the will not accept the filing.

Click the Review State Records button to open a separate tab and use the search tool to check for existing businesses with the desired name.

Review State Records

Review the search results to confirm that the name is available.

Is the desired name available?*
Repeat the process above to find a name that is available, and enter it here. We’ll replace the name previously entered with the available name before filing any documents.

Business Purpose

U.S. states allow a business purpose to be either general (for example, “any lawful activity”) or specific (for example, “real estate investment purposes, including buying, selling, renting, and otherwise dealing with residential and commercial real estate”).

In most cases, restricting an entity’s business purpose can raise questions about the entity’s authority and create more problems than it solves. Specific business purposes are used primarily in two contexts:

  • Professional Entities—If the business is a professional entity that can only engage in specific activities associated with the profession, the entity may be required to identify the authorized professional activity for which it is being formed.
  • Special Purpose Entities—As a condition of financing or as a result of some other business arrangement, an entity may be contractually obligated to restrict its activities to a specific purpose.

Even if the new business entity is being formed to engage specific activity, there is usually no legal reason to restrict the new entity’s authority. Unless one of the two exceptions above apply, it is usually best to give the new entity a general purpose (any purpose permitted by law).

What is the new business entity's purpose?*

Are you sure?

As stated above, restricting the new business entity‘s purpose provides a limitation with no corresponding benefit, and may raise questions about whether its actions are necessary for the fulfillment of the specific purpose. This is usually a bad idea unless there is a good reason for restricting the business purpose.

If you want to change your mind, change your answer above.

entity_specific_purpose_confirmation_tf*
Fill in the blank: The purpose for which the business is formed is ________. Do not include a period or other closing punctuation.

New Registered Agent Options

Select one of the following:*

Selecting Your Own Registered Agent

If you select your own registered agent, you are solely responsible to:

  • Engage the registered agent yourself and pay any associated fees
  • Handle annual renewals
  • Ensure the registered agent signs any necessary documents to accept the appointment
  • File all required filings associated with the registered agent’s appointment with the

If an individual serves as the registered agent, you must update the records with the and pay any associated fees each time the individual moves.

regagen_self_selected_acknowledgment*

Northwest Registered Agent (New Registration)

The state office for the local Northwest Registered Agent office is provided below (read only). Please make a note of it for your records. We will engage Northwest Registered Agent on your behalf ($125 sign-up fee) and obtain all necessary signatures.
Northwest Registered Agent Address
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New Registered Agent

Type:*
(Optional)
(Optional)
Physical Address*
Enter a physical address. P.O. boxes are not allowed.
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the New Business Entity's Capital Structure

Describe equity in terms of:
Will the new business entity issue voting and non-voting equity?*
Title of Voting Equity
Title of Non-Voting Equity
Will the new business entity issue certificates to each owner representing that owner's equity?

the New Business Entity's Ownership Structure

Select the business's ownership structure*

the New Business Entity's Owners

Name Actions
 
Use the Add Owner button below to add owners.

Maximum number of owners reached.

the New Business Entity's Management Structure

How will the new business entity managed?*
Are all members of the new business entity also managers, and are all managers also members?*
Answer Yes only if there is there a one-to-one match between the members and managers, with no additional managers or members.

the New Business Entity's Managers

Name Actions
 
Use the Add Manager button below to add managers.

Maximum number of managers reached.

Office Location

The office location, sometimes called the business office, is the place where business records are kept.
Address*
Is this a home office?*

Doing Business in Other States

Each state requires out-of-state (foreign) businesses to register if they have operations in the state. If the business will maintain special ties to another state after forming in the new state, it may need to register in that state. The key factor is whether the business will be “doing business” there.

Each state defines “doing business” differently, and the application of the rules is often unclear. However, “doing business” generally includes:

  • Having a physical office or place of business in the state.
  • Hiring employees in the state.
  • Conducting regular meetings with clients or customers in the state.
  • Engaging in significant, continuous, or substantial business activities in the state.
  • Holding property, such as warehouses or retail locations, in the state.

A practical test is whether the business will have an ongoing connection to another state that is different from any other U.S. state. If so, that could indicate a substantial connection requiring registration.

If the business has no greater connection to one state than any other state and will not have employees, offices, or assets located in a state other than the new state, then registration is likely unnecessary.

These are general guidelines only, not a conclusive determination.

Will the new business entity do business in any states other than the formation state?*

Authorized Representatives

Effective Date

When should the filing take effect?
Delayed Effective Date
Although there is some variation on what state agencies will accept, sooner is usually better than later. The delayed effective date should be no later than 90 days (and preferably within 30 days) from today’s date.

Submit your answers for review.

General Assembly Options

Fix formatting errors?
Our software will look for items like improper capitalization and attempt to correct them. If you would like to turn this feature off, select No. It is usually best to leave the answer as Yes.
send_to_lexmerge_tf*
File Format
PDF files do not require word processing software like Microsoft Word, making them easier to view across different devices. The disadvantage of PDF files is that they are difficult to edit after assembly. In contrast, Microsoft Word files can be opened and edited in Microsoft Word or compatible software, allowing changes to be made to the document after it is created.
Assembly Options

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PrivateCounsel is a licensed law firm that delivers personalized legal services and counsel to business owners through a legal platform with national reach, fast turnaround, and transparent pricing. We combine the accessibility of a modern platform with the depth of real attorney relationships—giving business owners and their advisors a smarter, smoother way to handle complex legal needs. Clients don’t just receive documents. They get strategic guidance, delivered through a high-touch process that’s powered by technology and grounded in professional trust.

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