Global Paralegal Network, Inc. 

Corporate/LLC/LLP Formation  

• General research of corporate statutes

• Check name availability

• Prepare Articles of Incorporation/Formation (business or professional)

• Prepare Bylaws/Operating Agreements

• Prepare Foreign qualifications

• Stock transactions (prepare purchase and redemption agreements, subscription agreements, stock certificates and ledgers)

• Prepare Meeting minutes/Consent in Lieu

• Prepare IRS filings (including Applications for Employer Identification Numbers, S corporation elections, and other election forms)

• Prepare state documents (i.e. professional registration, business license, etc.)

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Record Book Maintenance/Legal Entity Management

• Periodic review and update of corporate record books

• Prepare annual meeting minutes/updates/memorialize actions

• Prepare and maintain electronic record books 

• Draft authorizing resolutions for all types of actions

• Prepare annual and special meetings notices and minutes 

• Collect internal information and assist in responding to auditors’ requests for information

• General research of corporate statutes

• Prepare and file annual reports for domestic and foreign jurisdictions

• Maintain stock transfer ledger and capitalization tables

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Real Estate

• Order and review title commitments, Schedule B documents, and surveys and prepare summary

• Order and review lien and permit searches

• Obtain and review real estate records and public documents

• Administer contracts to closing

• Coordinate closings with title companies

• Confirm formal requirements for real estate documentation (required signatures, notarization, places of filing, required provisions within documents, filing requirements, etc.)

• Proofread legal descriptions against prior instruments and maps

• Compare documents versus term sheets, prior drafts, etc.

• Assist through all stages of residential/commercial real estate purchases and closings

• Prepare initial drafts of real estate agreements and documents

• Prepare deeds and conveyancing statements to transfer ownership of property

• Assist with closings (including drafting closing checklist from purchase and sale agreements and ancillary documents)

• Prepare final electronic closing binders 

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Securities

• Search and summarize EDGAR filings of public companies 

• General research of securities laws and exemptions in states where an investor resides

• Preparing filings for exemptions from registration under federal and state law

• Draft and file forms with EDGAR, including Form D 

• Draft and file state required filings/notices, including Canada

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Transactional (Commercial and Public Finance, Business, and Health Law Transactions)

• Assist in due diligence

• Draft schedules

• Draft authorizing resolutions

• Draft and review letters of intent and purchase agreements

• Draft share, unit and asset purchase agreements

• Draft instruments of transfer

• Draft closing checklists, schedules, closing/officers’ certificates, and ancillary closing documents

• Draft private party loan transaction documents, including promissory notes and loan amortization schedules

• Review closing deliveries

• Prepare for and provide assistance at closing

• Compile and index final documents

• Conduct lien and litigation searches and analyze/summarize results

• Prepare and file UCC financing statements

• Reviewing title documents and surveys and summarize results

• Draft and review of commercial leasing documents

• Monitor post-closing matters

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Business Restructuring, Mergers and Acquisitions, Combinations, and Conversions 

• Assist in due diligence

• Order and review lien/litigation searches and summarize results

• Analysis of corporate records and summarize results

• State specific research for business entities

• Draft plan, agreements and certificates or articles of conversion or merger 

• Confirm state specific requirements (i.e., good standing, required approvals and consents) are met prior to filing merger, conversion or combinations

• Research requirements for filing in relevant foreign states (i.e., withdrawals or qualifications)

• Prepare documents to be filed in foreign states, if any

• Obtain required supporting documents from states (i.e., formation documents; good standing certificates, etc.)

• IRS notifications

• Draft authorizing resolutions

• Prepare final electronic closing binders

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Trust and Estate Planning

• Perform state specific research (i.e. estate tax research, planning and probate) 

• Drafting estate documents including: Health Care Directives and Proxies, Power of Attorney, Wills, Living Trusts, Declaration of Homestead, Transfer Deeds, and Life Insurance Trusts

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Succession Planning

• Prepare documents relating to corporate reorganization (actions, certificates, amendments, etc.)

• Prepare share certificates and related records

• Prepare inventories, real estate transfer deeds, change of ownership documents, and other supplemental documents required to facilitate the transfer of assets

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Probate and Litigation

• Draft and edit petitions and supporting documents required for probate, conservatorship, and trust administration

• Investigations and legal research regarding contested wills, trust, conservatorship challenges, entitlement issues, and creditor claims

• Draft and edit petitions in response to contests

• Review estate planning documents and prepare summaries and analysis

• Review and organize records maintained by fiduciaries, decedents, and proposed conservatees

• Prepare inventories, real estate transfer deeds, change of ownership reports, exclusion claims for reassessment and supplemental documents required to facilitate the transfer of assets

• Prepare distribution plans for probate administration under the terms of wills and the laws of intestate succession.

• Draft fiduciary accountings, attorney fee declarations, and supplements to perfect pleadings in response to inquiries by probate attorneys and examiners

• Assist with trial prep

• Manage and secure confidential contracts, settlement agreements, and correspondence

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Minority/Veteran Certification 

• Assist in the preparation and filing of applications for MBE, WBE, DBE, Veteran and SBA 8(a)

• Review and update corporate documents to insure compliance with certification rules and guidelines

• Assemble appropriate documents for upload and/or submission

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Trademark

• Due diligence review 

• Handle all aspects of trademark applications, including filings with the USPTO

• Perform preliminary trademark searches

• Draft assignment documents for recordation

• Drafting legal correspondence, including cease and desist letters

• Proficient in computerized docketing deadlines