Incorporation

We will assist you with completing ID verification and the client intake. As part of the client intake, we will help you collect the required information for their transaction, including the information of the shareholders, directors and officers.

We will prepare the draft articles of incorporation on the basis of the client’s instructions for you review and approval.

We will prepare all standard incorporation minute book documents for your review and approval.

We will schedule a virtual client signing meeting for you, prepare the zoom link and share it with you and the client. We will also send the minute book documents to the client for electronic signing ahead of the meeting so they are able to sign at the meeting.

We will incorporate the company and provide you with the filed articles of incorporation and the accompanying incorporation documents.

We will prepare the trust ledger as well as your statement of account for the matter for your review and approval.

We will prepare a draft reporting letter to the client for your review and approval.