Interview Sheet for Use in Connection with Formation of a California LLC

INTERVIEW SHEET

FOR USE WITH CLIENT IN CONNECTION WITH

FORMATION OF A CALIFORNIA LIMITED LIABILITY COMPANY

1 Client, Attorney, and Accountant Contact

1.1 Client Name

1.2 Client Address

1.3 Client Phone(s)

1.4 Fax Numbers

1.5 Attorney

1.6 Accountant

2 Suitability

Client advised on the perceived suitability of LLC's to circumstances and alternatives discussed? ______________

3 Tax Matters

3.1 Client advised that tax advice is limited to only the formation of the LLC?

3.2 Client advised that it and each other member should seek tax advice on the impact of becoming a member on their individual tax position?

4 Current Status

__ New LLC

__ Merger or other conversion of existing entity

If existing entity:

4.1 Name of entity: ________________________

4.2 Type of entity: ________________________

4.3 State of formation: ________________________

4.4 Type of formation documents: ________________________

4.5 Desire to pattern operating agreement after existing documents: ________________________

5 Formation

5.1 Required information for Articles of Organization

5.1.1 Name of LLC

5.1.1.1 Order of Choices:________________________
Must contain "Limited Liability Company," "LLC," "Ltd. Liability Company," "Limited Liability Co.," or "Ltd. Liability Co." (Corp. Code §17052)

5.1.1.2 Name reserved with Secretary of State:

5.1.2 Latest date on which the LLC is to dissolve (§17051(a)(2)):

________________________

5.1.3 Name and address of the initial agent for the service of process (§17051(a)(4)):

________________________

5.1.4 Member managed: ________________________

Manager managed: ________________________

More than one manager (§17051(a)(5)): ________________________

5.2 Optional provisions

5.2.1 Limitations on the LLC's business activity (§17002, §17051(c)(1)):

________________________

5.2.2 Limitations on LLC's powers (§17003, §17051(c)(1)):

________________________

5.2.3 Provisions governing the admission of members (§17051(c)(2)):

________________________

5.2.4 Any events other than as set forth in §17350 which would cause the dissolution of the LLC (§17051(c)(3)):

________________________

5.2.5 Limitations on the authority of managers or members to bind the LLC (§17051(c)(5)):

________________________

5.2.6 Other provisions:

________________________

5.3 Additional information

5.3.1 Address of principal place of business:

________________________

5.3.2 Address of office in California where records are to be maintained:

________________________

6 Ownership

6.1 Names of members

Member A

Full legal name: ________________________

Place of organization if a legal entity or place of residency and nationality if an individual: ________________________

Address: ________________________

________________________

________________________

Telephone number (home): ________________________

Telephone number (office): ________________________

Federal taxpayer I.D. number: ________________________

Percent share of ownership in LLC: ________________________

Type and amount of initial capital contribution: ________________________

Description of property used for initial capital contribution: ________________________

Member B

Full legal name: ________________________

Place of organization if a legal entity or place of residency and nationality if an individual: ________________________