Intellectual Property, Business, and Estate Planning
Protecting your ideas, business, and legacy
$27.00
Find and fix the legal problems hiding in your business before they cost you thousands. This comprehensive 7-point audit helps you identify entity status issues, contract gaps, licensing problems, and insurance coverage holes, BEFORE the lawsuit, the tax penalty, or the state notice arrives.
Your business entity isn’t in good standing. Your registered agent moved two years ago. Your contracts expired, but you’re still operating under them. Your employee classifications are wrong. You’re missing required licenses.
And you have no idea.
Until the lawsuit arrives. Or the state sends a compliance notice. Or the insurance claim gets denied. Or a partnership dispute explodes. Or the IRS audit happens.
That’s when you discover that “I didn’t know” isn’t a defense.
The Business Legal Health Checkup is a comprehensive 17-page fillable PDF that walks you through seven critical areas every business owner needs to audit at least once a year:
✓ Point 1: Verify Your Business Entity Is in Good Standing
How to check your state status and what to do if you find a problem
✓ Point 2: Confirm Your Registered Agent Information Is Current
Why this matters more than you think (hint: lawsuits get served here)
✓ Point 3: Review and Update Your Operating Agreement or Bylaws
Red flags that mean your agreement needs professional attention
✓ Point 4: Audit Your Active Contracts
Track expirations, auto-renewals, and cancellation deadlines before you miss them
✓ Point 5: Review Employee and Contractor Documentation
Are your workers properly classified? Is your IP ownership clear?
✓ Point 6: Verify Business Licenses and Permits Are Current
Don’t operate illegally without realizing it
✓ Point 7: Review Your Business Insurance Coverage
Is your coverage adequate for your current business size?
BONUS: The 15-Minute Priority Check
Only have 15 minutes? Do these three critical checks first.
BONUS: When to Call a Lawyer
Clear guidance on what you can DIY and when you need professional help
✓ Business owners who want to prevent problems, not react to them
✓ Anyone who’s been “meaning to” organize their business documents
✓ People who suspect something might be wrong but don’t know what
✓ Responsible entrepreneurs who understand that prevention is cheaper than cleanup
✓ LLCs, corporations, and partnerships with real assets to protect
✗ People looking for a magic solution that requires zero effort
✗ Business owners who think “it won’t happen to me”
✗ Anyone who’s fine with crossing their fingers and hoping for the best
Work through it once now to identify any current problems
Then repeat it annually (every January is recommended) to stay compliant
Keep it as your reference guide for business legal maintenance
This isn’t theory or generic business advice. This is a practical, step-by-step audit created by Julie King, a business attorney with 25+ years of legal experience who has seen too many ways businesses accidentally destroy themselves through simple oversight.
Scenario 1: Suspended Entity Status
You submit a contract bid. The client searches your business status. You’re listed as “Suspended.” You lose the contract.
Cost: $50,000+ in lost revenue
Scenario 2: Missed Registered Agent Notice
A lawsuit is filed. The summons goes to your old registered agent address. You never receive it. A default judgment is entered against you.
Cost: $25,000+ in judgments plus legal fees
Scenario 3: Outdated Operating Agreement
Your business partner wants out. Your operating agreement doesn’t address buyouts. You end up in mediation.
Cost: $15,000-30,000 in legal fees
Scenario 4: Misclassified Contractors
The IRS audits your contractor classifications. They determine whether your contractors should be employees. You owe back taxes, penalties, and interest.
Cost: $20,000-100,000+
This $27 checklist can help prevent all of this.
Format: PDF (fillable)
Pages: 17
Delivery: Instant download upon purchase
This checklist is lawyer marketing material, is not legal advice, and does not form an attorney-client relationship. For advice about your specific situation, consult with a licensed attorney.
$27.00