Reading... Shareholder Agreement Checklist
Back to top

Shareholder Agreement Checklist

Step 1: Gather Information

As you complete your shareholder agreement, you will need to provide certain relevant information. This includes shareholder names, addresses, and stock ownership. You will also need dividend distribution preferences and company officer details.

Step 2: Answer Key Questions

Use the information you collected to complete the agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected. Click below to get started.


Step 3: Review and Sign

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. These downloads are available by navigating to the Documents section of your account dashboard.

When signing the document, be sure to follow any additional instructions related to signing and witnessing the document. Any such instructions will either be located next to the signature line or in the instructions attached at the end of the document.

If a notary or other witness is required, you must wait to sign the document until they are present.

Step 4: Distribute and Store Copies

At a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed). Other interested parties many need or want copies as well. Be sure that you store your copy in your corporate records. It is a good idea to keep both a physical and electronic copy.

Step 5: Periodically Review and Update

It is easy to forget the ins and outs of your shareholder agreement. Periodically reviewing it will help you stay familiar with any responsibilities or requirements so that you can determine when it needs changes or additions. As your policies change or new laws pass, you will need to update your agreement.

Step 6: Complete Related Documents

Completing documents such as corporate bylaws and meeting minutes will offer additional protection, as both are required for corporations in most states. 


Table of content
Was this helpful? /

Can’t find what you are looking for?

Contact us here.