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.

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