Stage 1: Lay the foundationStep 1 of 25
Organize your formation documents
Banks, landlords and lenders will ask for proof that your LLC exists. Keep it all in one place so you never have to hunt.
- Save your approved Articles of Organization (some states call it a Certificate of Formation) and the state filing receipt.
- Write down your LLC's exact legal name, state file number and formation date.
- Note who your registered agent is. That person or company receives legal mail for the business.
- Keep a digital folder and a paper copy.
CostFreeTime30 minutes
This playbook is general information, not legal, tax or financial advice. Rules change, so confirm details with a licensed professional. Last reviewed September 2026.