Operating Agreement / Bylaws
An Operating Agreement (LLC) or Bylaws (corporation) documents ownership, profit distribution, decision-making and management rules. Banks frequently ask for it.
- Document tailored to your ownership and management
- Single- or multi-member template
- Ready-to-sign PDF
Do Single-Owner Companies Need One?
Most states don’t require it, but it’s recommended even for single-member LLCs: it strengthens the separation between the company and your personal assets and is often requested when opening a bank account.
Your document is prepared from the ownership and management details in your application and added to your portal, ready to sign.
How the Process Works
- 1Request received
- 2Drafting
- 3Review
- 4Completed
Processing times depend on the state’s workload and on receiving complete information; no exact timeline is guaranteed.
No Need to Email Your Documents
In your client portal you see exactly which documents are needed, upload them securely, track any missing items and message our team over an encrypted connection. Completed documents are stored and organized by year.
Your Own Checklist
Only the documents that apply to you are requested.
Live Status
See exactly where your file stands.
Encrypted Vault
Sensitive documents protected with AES-256.
FAQ
Is an operating agreement required?
While not legally required in many states, an operating agreement is the core document recording ownership, management and profit sharing. Banks and payment platforms often ask for it. It’s included in Professional and Premier.
Requirements vary by person and company. The information on this page is general and is not individualized legal or tax advice.
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