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Document Preparation · Trust Administration · Commercial Services
Business Formation Intake
LLCs · Corporations · Partnerships · Multi-Layered Architectures
Complete the intake below to initiate a Business Formation engagement — LLCs, corporations, partnerships, or multi-layered architectures. This form captures everything we need to draft your formation instruments, file with the state, and (optionally) procure your EIN and ongoing administration. The Tre Capital base engagement starts at $295 plus state filing fees; add-on services are itemized in Section X.
★ indicates a required field.
I Applicant Contact
II Entity Specifications
Include suffix (LLC, Inc., Corp., etc.). We will verify availability with the state.
Unsure? Ask in your strategy session. Most domestic LLCs form in their home state.
III Principal Address
IV Registered Agent
V Owners / Members

List every owner / member / shareholder with their address and ownership percentage. Add up to four below.

Owner / Member #1 ★
Owner / Member #2 (optional)
Owner / Member #3 (optional)
Owner / Member #4 (optional)
VI Management Structure
VII Tax Classification
Tax elections can be filed simultaneously with formation or later (within 75-day window for SMLLC, etc.). We can advise.
VIII Initial Capital Contributions
IX Special Instructions & Custom Provisions
X Add-On Services

Optional add-ons billed alongside your base formation engagement. Skip any you don’t need.

XI Acknowledgments & Authorization
Electronic signature for intake purposes only. Executed instruments are notarized separately.