Free Startup Legal Checklist

📎 Created for home-based, side hustle, and micro-businesses.
🛡️ Learn how to avoid legal pitfalls most new businesses miss.

Free Startup Legal Checklist: The First 5 Legal Steps Every Home Business Must Take

  1. Choose the Right Business Structure
  • Understand the difference between a Sole Proprietorship, LLC, and S-Corp.
  • For most home-based businesses, an LLC offers personal liability protection and flexibility.
  • Research your state’s LLC formation process or consult a business advisor.
  1. Register Your Business Name
  • Check that your business name is available and not trademarked.
  • File a DBA (“Doing Business As”) if operating under a name different from your own.
  • Consider registering your domain name and social media handles.
  1. Set Up Legal & Financial Foundations
  • Open a dedicated business bank account.
  • Get an EIN (Employer Identification Number) from the IRS — even if you have no employees.
  • Keep business income and expenses separate from your personal finances.
  1. Get Legal Support in Place Early
  • Subscribe to an affordable legal plan like LegalShield to review contracts and get consultations.
  • Have legal documents reviewed before signing with vendors, platforms, or partners.
  • Use attorney-drafted templates when possible.
  1. Protect Your Identity & Data
  • Use a VPN and strong password management system.
  • Monitor your SSN, bank accounts, and business email for breaches or fraud.
  • Subscribe to IDShield or another protection service that offers full restoration.

Bonus: Questions to Ask Before Hiring a Lawyer

  • What’s your experience with small/home-based businesses?
  • Do you offer flat-fee services?
  • How fast can I get help when I need it?
  • Can you help with both personal and business legal matters?

Need Help Getting Started? Book a free consultation with Business Formation Education (BFE) and get affordable, on-call legal support for your business.

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