BUSINESS DOCX: THE RIGHT FEATURES FOR THE RIGHT DOCUMENTS

The General Letter gives you a general template for corresponding clients or other parties involved in a business matter.

This client letter helps communicate your firm’s expectations and prepares the client for the initial client meeting.

This engagement letter establishes your working relationship with the client. It allows you to customize your legal maintenance plan options, billing structures, retainer and deposit requirements, and closed file policies.

This client letter helps your client and other advisors understand what you’re looking for in the annual legal audit process. It alerts them to the kinds of issues that will require additional planning to allow the client to stay on top of their personal and business planning.

The Year-End Planning Worksheet helps the client think through and identify planning items at the end of the year. It provides a central tool to help the client gather information they will need as the tax season nears.

The Tax Time Worksheet helps your clients track down important tax documents, compensation plans, and other tax items to expedite their tax preparation.

The Employee Benefits Worksheet guides your client through the process of determining benefits for their employees. It also documents the decisions that were made to help you update their annual minutes and other company records to keep their books consistent.

The Insurance Coverage Worksheet helps the client evaluate the adequacy of insurance coverage.

This client letter forwards the Estate Planning Worksheet to the client with instructions.

The Estate Planning Worksheet helps gather information about the personal estate planning needs of business owners.

The Legal Maintenance Plan folder includes the Legal Maintenance Plan and other communications needed to administer a subscription-based business model for client services.

This thorough checklist serves as a help aid to guide drafters through the items to address when drafting an Operating Agreement and identifies the principal tax and non-tax legal tasks that should normally be performed for clients who want comprehensive LLC formation services.

The LLC Formation Document is a generic form to file with the appropriate state or local governmental agency in order to legally form the LLC. Depending on the state of formation, the formation document may be referred to as the Articles of Organization, Certificate of Formation, Certificate of Organization, or Organizer's Statement.

This document, which closely parallels articles of incorporation needed for legal formation and recognition of corporations, is required to be filed with an appropriate state or local government agency in order to establish legal recognition of an LLC.

The Operating Agreement is the primary document for governing the affairs of a limited liability company. It includes a wide range of options, including the ability to choose between member-managed, manager-managed, and board-managed structures; classify the organization for tax purposes as a partnership, C corporation, S corporation, or disregarded entity; and create different classes of equity based on differences in voting or economic rights.

Users may select between Full, Streamlined, and Simplified versions of the Operating Agreement, depending on the needs of the client.

The Memo to File feature allows the user to enter context-specific notes as he or she works through the Operating Agreement interview. These notes can then be saved to the file or provided to the client to assist in client review.

The Executive Summary is a synopsis of the key provisions of the Operating Agreement. The Executive Summary is created dynamically based on the answers given in the Operating Agreement interview.

The Partnership Formation Document is a generic form to file with the appropriate state or local governmental agency in order to legally form the partnership (if such filing is required). Users are encouraged to use the forms provided by the appropriate agency in the state of formation if those forms adequately address their needs.

The General Partnership Agreement is the primary document for governing the affairs of a partnership.

The Partnership Formation Document is a generic form to file with the appropriate state or local governmental agency in order to legally form the partnership (if such a filing is required). Users are encouraged to use the forms provided by the appropriate agency in the state of formation if those forms adequately address their needs.

The Partnership Agreement is the primary document for governing the affairs of a partnership.

The For Profit Corporate Formation Document is a generic form to file with the appropriate state or local governmental agency in order to legally form a corporation. Users are encouraged to use the forms provided by the appropriate agency in the state of formation if those forms adequately address their needs.

The Agreement to Form Corporation memorializes the understanding of parties to form a new corporation before the corporate filing actually takes place. The Agreement to Form can also strengthen the corporate veil by clearly expressing the intent among the shareholders to form a well-designed company.

The Bylaws are the primary document for governing the affairs of a corporation.

The Corporate Formation Document is a generic form to file with the appropriate state or local governmental agency in order to legally form a corporation. Users are encouraged to use the forms provided by the appropriate agency in the state of formation if those forms adequately address their needs.

The Meetings, Minutes, and Resolutions Suite includes the documents that you need to conduct business meetings and document company decisions. It can be used for corporations, partnerships, and limited liability companies.

The Independent Contractor Agreement is used to structure business arrangements with service providers that will not be considered employees of the hiring company. It can also be used to structure relationships with consultants, including consulting agreements used in connection with business acquisitions.

The Employment Agreement is used to structure business arrangements with service providers that will be considered employees of the hiring company.

The Employee Handbook provides a generic template for use in governing the employment relationship.

The Employee Counseling Statement is used to document an employee's conduct that warrants disciplinary action.

The Performance Review and Planning Form provides a worksheet for documenting an employee's performance review.

The Deferred Compensation Agreement provides a non-qualified deferred compensation plan for the benefit of highly-compensated employees or executives.

The Non-Disclosure, Non-Competition, Non-Solicitation Agreement can be used to create an agreement with non-disclosure, non-competition, and non-solicitation provisions. The title of the assembled agreement changes dynamically depending on what documents are included.

The Equipment Lease allows your business clients to pay reasonable business expenses into another entity that owns equipment used in the ongoing operations of the business. This is often seen in dental or medical practices, or in manufacturing and farming where highly valued, depreciating assets are used on an ongoing basis.

The Simplified Commercial Lease provides a simple document for structuring a lease of commercial real estate. You may structure the lease as a triple net lease, gross/full service lease, or customize the terms.

The Buy-Sell Agreement Suite includes the Buy-Sell Agreement, Memo to File, and Executive Summary.

The Equity Purchase Agreement Suite includes the documents you need to structure a business acquisition as a purchase or sale of equity. It can be used for corporations, partnerships, and limited liability companies.

Like the security agreement for an asset purchase, the pledge agreement, or equity pledge agreement, is often coupled with an equity purchase agreement. If the buyer borrows money from a third party lender, that lender will seek a security interest backed by the equity of the company. Again, like the security agreement for an asset purchase, the pledge agreement can be particularly helpful in documenting arms-length transactions when a buyer borrows money from a trust or other wealth preservation tool to acquire equity in another company.

The Asset Purchase Agreement Suite includes the documents you need to structure a business acquisition as a purchase or sale of assets. It can be used for corporations, partnerships, and limited liability companies.

Business acquisitions begin with a letter of intent between the parties. The Letter of Intent highlights big-picture items that will be further defined in the various agreements and other documents to memorialize the transaction.

The Asset Purchase Agreement is used to structure a business acquisition as an asset transfer.

The Legal Due Diligence Checklist helps you spot issues and assist your client in gathering the information needed to make informed decisions in connection with a business acquisition.

The Entity Conversion Suite includes supporting documents for converting a corporation to an LLC. It is intended to supplement the conversion documents provided by most state filing offices.

The Choice of Entity Decision Guide (Tax Considerations) summarizes the primary tax differences between sole proprietorships, C corporations, S corporations, limited liability companies, and partnerships. It also explains how these differences impact the attorney’s decision of which entity to use for a new business enterprise.

The Business Docx® Choice-of-Entity Decision Guide (Non-Tax Considerations) is a helpful resource designed to give attorneys a summary of the primary differences between sole proprietorships, C corporations, S corporations, limited liability companies, and partnerships and explain how these differences impact the attorney’s decision of which entity to use for a new business enterprise.

The Directory of State Filing Agencies is a one-stop resource to help attorneys locate state-specific information from the governmental filing agencies.

The Buy-Sell Agreement Drafting Checklist is a starting point for discussing business transition with your clients. These talking points will help you identify the goals, needs, and commitment levels of the individual business owners, as well as the goals and needs of the business itself.

Buy-Sell Agreements and Related Tax Issues for the Closely Held Business is a comprehensive outline authored by Louis A. Mezzullo. It is a useful primer to buy-sell planning for closely-held businesses.

The Directory of Conversion Statutes is a one-stop resource to help attorneys locate state statutes for entity conversions.