Catalog
Entity types, formation states, checklists, and semantic tags used by RightDocuments.
Entity Types
- C-Corporation
- S-Corporation
- Limited Liability Company
- General Partnership
- Limited Partnership
- Limited Liability Partnership
Formation States
Entity Statuses
-
Unformed
-
Incorporation Filed
-
Incorporation Certified
-
Operating
-
Dissolution Filed
-
Dissolution Certified
Formation Checklists
Each entity type + state combination has a checklist of formation steps.
Documents satisfy checklist items via
semantic tags
— generic identifiers that describe
what
was accomplished, not which specific document did it.
Shared Tags
These tags apply uniformly across entity types:
| Tag |
Intent |
state-filing
|
Entity filed with the state secretary of state |
organizer-resigned
|
Incorporator or organizer resigns, appoints initial leadership |
leadership-appointed
|
Board of directors (corp) or managing members (LLC) designated |
governance-adopted
|
Bylaws (corp), operating agreement (LLC), or partnership agreement adopted |
ein-obtained
|
Federal Employer Identification Number received from the IRS |
registered-agent-designated
|
Agent for service of process designated in formation state |
C-Corporation (Delaware)
| Step |
Tag |
Description |
| Filed with State |
state-filing
|
Certificate of Incorporation filed with the Delaware Secretary of State |
| Incorporator's Action |
organizer-resigned
|
Incorporator resigns and appoints the initial board of directors |
| Board of Directors Appointed |
leadership-appointed
|
Initial board members designated to govern the corporation |
| Officers Elected |
officers-elected
|
CEO, CFO, Secretary, and other officers elected by the board |
| Bylaws Adopted |
governance-adopted
|
Corporate governance rules adopted by resolution |
| Shares Issued |
shares-issued
|
Initial stock issued to founders per board authorization |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number received from the IRS |
| Registered Agent Designated |
registered-agent-designated
|
Agent for service of process designated in Delaware |
S-Corporation (Delaware)
| Step |
Tag |
Description |
| Filed with State |
state-filing
|
Certificate of Incorporation filed with the Delaware Secretary of State |
| Incorporator's Action |
organizer-resigned
|
Incorporator resigns and appoints the initial board |
| Board of Directors Appointed |
leadership-appointed
|
Initial board members designated |
| Officers Elected |
officers-elected
|
Officers elected by the board |
| Bylaws Adopted |
governance-adopted
|
Corporate governance rules adopted |
| S Election Filed |
s-election-filed
|
IRS Form 2553 filed for S-Corp tax treatment |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number from the IRS |
Limited Liability Company (Delaware)
| Step |
Tag |
Description |
| Filed with State |
state-filing
|
Certificate of Formation filed with the Delaware Secretary of State |
| Organizer Action |
organizer-resigned
|
Organizer resigns and appoints initial member(s) to manage the LLC |
| Members Designated |
leadership-appointed
|
Managing member(s) designated to operate the LLC |
| Operating Agreement Adopted |
governance-adopted
|
Operating agreement defining member rights, contributions, and management |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number received from the IRS |
| Registered Agent Designated |
registered-agent-designated
|
Agent for service of process designated in Delaware |
Limited Liability Partnership (California)
| Step |
Tag |
Description |
| Registration Filed |
state-filing
|
Form LLP-1 filed with the California Secretary of State |
| Agent for Service of Process |
registered-agent-designated
|
California-resident agent or registered corporate agent designated |
| Partnership Agreement |
governance-adopted
|
Written agreement covering capital, profit allocation, management, and dissolution |
| Professional Liability Insurance |
insurance-obtained
|
$100K per claim / $500K aggregate errors and omissions coverage (Corp. Code ยง16956) |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number from the IRS |
| Franchise Tax Board Registration |
ftb-registered
|
Registered with CA FTB for $800 annual minimum franchise tax |
General Partnership (California)
| Step |
Tag |
Description |
| Partnership Agreement |
governance-adopted
|
Written agreement covering capital, profit allocation, management, and dissolution |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number from the IRS |
| Franchise Tax Board Registration |
ftb-registered
|
Registered with CA FTB for $800 annual minimum franchise tax |
Limited Partnership (California)
| Step |
Tag |
Description |
| Certificate Filed |
state-filing
|
Certificate of Limited Partnership filed with the California Secretary of State |
| Agent for Service of Process |
registered-agent-designated
|
California-resident agent or registered corporate agent designated |
| Partnership Agreement |
governance-adopted
|
Written agreement covering capital, profit allocation, management, and dissolution |
| EIN Obtained |
ein-obtained
|
Federal Employer Identification Number from the IRS |
| Franchise Tax Board Registration |
ftb-registered
|
Registered with CA FTB for $800 annual minimum franchise tax |