Checklists

8 resources in the Lextree library are tagged Checklists.

• IP Due Diligence Checklist for Fundraising: Assignments, Recorded Owners and Gaps

  IP due diligence checklist for fundraising in a priced round: collect assignments, match recorded owners, log gaps. The checklist is sent to your email.

  Checklists Intellectual Property Corporate Counsel Includes a file sent by email

• HR Compliance Checklist for a New Legal Entity: Employer Accounts, Benefit Plans and Sponsorships

  HR compliance checklist for a new legal entity: review the EIN, payroll accounts, workers' comp, benefit plans and visa sponsorships with your advisers.

  Checklists Employment Compliance Officers Includes a file sent by email

• Vendor Onboarding Document Checklist by Service Category

  A vendor onboarding document checklist by service category: decide which documents each kind of vendor provides, then request, receive and record them.

  Checklists Counterparties Includes a file sent by email

• Revoking Signing Authority When an Employee Leaves: A Three-Team Checklist

  Revoke signing authority when an employee leaves: a Legal, HR and Treasury checklist for removing bank signers and powers, with proof of each change made.

  Checklists Authority Corporate Counsel Includes a file sent by email

• Grant Kickoff Checklist: Award Handoff to Program and Finance

  A grant kickoff checklist for the award handoff: key dates, payment schedule, match, reports and restrictions, program and finance owners, and sign-off.

  Checklists Grants Includes a file sent by email

• Trustee Transition Checklist: Handover Pack and Successor Sign-Off

  A trustee transition checklist for the handover pack: acceptance instruments, authority evidence, prior accountings, open requests, and successor sign-off.

  Checklists Trusts Includes a file sent by email

• Board meeting records checklist: notice, attendance, votes and approved minutes

  A board meeting records checklist for corporate secretaries: notice and waivers, attendance and quorum, votes, approved minutes, and the proof behind each.

  Checklists Governance Corporate Secretaries Includes a file sent by email

• Subsidiary Records Checklist After an Acquisition

  A post-closing subsidiary records checklist for buyers: confirm each acquired entity's registrations, agent on file, and governing documents after close.

  Checklists Legal Entities Paralegals Includes a file sent by email