Here Is Our 3 Ring Binder LLC Portfolio
Your portfolio is the official home for your LLC's records. Every key formation document is printed and placed behind its own tab, so when your banker, lender, CPA, landlord or a future buyer of your business asks for a document, you can find it in seconds instead of searching through old emails.
What Goes Inside Your LLC Portfolio
We put your LLC's formation documents behind tabs, including:
Articles of Organization
The document we file with the Arizona Corporation Commission under A.R.S. §29-3201 that brings your LLC into existence. You need it to open the LLC's bank account. Tab 1 also includes a copy of the letter from the Arizona Corporation Commission that states the LLC was formed.
LLC Operations Manual
This document is the table of contents of the 170 page online ebook you can access we wrote called the LLC Operations Manual. This book has the answers to the common questions people ask us after we form their LLC.
Custom Operating Agreement
The contract among the members that governs how your LLC is managed, who owns what, and what happens when a member leaves, dies or wants to sell. Your members sign it digitally using DocuSign. See 19 Ways Members Can Be Harmed if Their Multi-Member LLC Lacks an Operating Agreement.
Spouse's Disclaimer (When Applicable)
If a married member wants to own his or her membership interest as separate property rather than community property, we prepare a Disclaimer for the non-member spouse to sign.
Minutes of the First Meeting of Members
The resolutions document the organizational decisions made when the LLC was formed, including authorizing the bank account and who may sign on it.
Membership Certificates
A certificate for each member that evidences his or her membership interest in the LLC.
IRS EIN Confirmation
We get the LLC's employer identification number (EIN) from the IRS for Silver and Gold clients. Banks require it to open the LLC's account.
Room to grow. As your LLC adds new records — annual minutes, amendments to the Operating Agreement, a Buy Sell Agreement, documents showing a change of members — you simply add them behind the appropriate tab.
Gold LLCs Get These Additional Documents
Our Gold LLC formation package includes everything in the Silver package plus a custom revocable living trust that owns your LLC. The trust keeps your name and home address off the Arizona Corporation Commission's public records, can own your other assets such as your home and bank and investment accounts, and passes the LLC and other trust assets to the heirs named in your trust agreement at death without a Superior Court probate.
Trust Explanation Letter
A seven-page letter from us that explains everything you need to know about operating your trust.
Revocable Living Trust Agreement
Your custom trust agreement that owns the LLC, names you as trustee and beneficiary or you and your spouse as trustees and beneficiaries if you are married, and names the heirs who receive the LLC and other trust assets at your death without a Superior Court probate.
Certification of Trust
This is the document you give to any third party who asks for a copy of your trust agreement. Because your trust agreement contains confidential information you should never give it to a third party.
Funding Your Trust from A to Z
Our 22 page article that explains how to transfer 13 different types of assets to your trust, such as your home, bank and investment accounts, and other LLCs.
Why a Paper LLC Record Book Still Matters
Your LLC protects your personal assets only if you treat it as a business separate from yourself. Keeping complete, organized company records is one of the simplest ways to show that you do. Owners who cannot produce their Operating Agreement, minutes or proof of ownership when it matters make life easier for a creditor trying to reach their personal assets.
Organized records also save time and money in everyday situations:
Our LLC Packages that Include the Portfolio
Frequently Asked Questions About the LLC Portfolio
Which LLC formation packages include the three-ring portfolio?
The Silver ($900) and Gold ($1,400) LLC formation packages include the tabbed three-ring LLC portfolio and the documents described above. The Bronze package ($500) does not.
When will I receive my LLC portfolio?
We mail the portfolio to you the next business day after we file your Articles of Organization with the Arizona Corporation Commission and prepare your LLC's documents.
Will I also get electronic copies of my LLC documents?
Yes. We email you a PDF of the filed Articles of Organization the day your LLC is formed, and DocuSign automatically emails every member a fully signed PDF copy of the Operating Agreement. For Gold LLCs, DocuSign also emails to each member a signed PDF copy of the revocable living trust agreement and the Certification of Trust. The portfolio includes paper copies of all documents.
Why do I need paper records if I have PDFs?
Emails get deleted, computers fail and passwords are forgotten. A single binder that holds every key LLC document makes it easy for you, your CPA, your banker or your family to find what they need, and organized records help show that you treat your LLC as a business separate from yourself.
What else do Silver and Gold clients get besides the portfolio?
Silver and Gold clients get the EIN, minutes, membership certificates, access to our 170-page online Arizona LLC Operations Manual, our LLC Compliance Alert emails, and a free LLC Legal Audit. Gold clients also get a revocable living trust that owns the LLC and keeps their name off the Arizona Corporation Commission's public records.
Hire Us to Form Your Arizona LLC
Arizona LLC attorneys Richard Keyt and his son, attorney and former CPA Richard C. Keyt, have formed 10,000+ Arizona LLCs. We file your Articles of Organization the day you hire us and pay the fee, and we answer your LLC questions before and after formation at no charge.
See the contents of our Bronze, Silver & Gold LLC packages.
To hire us to form an LLC submit our online questionnaire at keytlaw.com/llcq, call 480-664-7478 or email rk@keytlaw.com.
Learn more about forming and running an Arizona LLC at our Arizona LLC Center.
Created November 8, 2026, by Richard Keyt, Arizona attorney
Call, email or text Richard Keyt, father
Direct phone: 480-664-7478
Email: rk@keytlaw.com
Call, email or text Richard C. Keyt, son
Direct phone: 480-664-7472
Email: rck@keytlaw.com