How LegalMatrix works with GoGoTrust

GoGoTrust runs the company's register and calendar. LegalMatrix prepares the documents that change them. The data moves once; the signed document comes back to the record.

Routine matters are completed by GoGoTrust. Anything involving legal judgement and professional responsibility opens a LegalMatrix matter. Both work from the same entity and holder data.

EventGoGoTrustLegalMatrixSign-off
New company with investors or a family structureFormation front door; registers; filingsShareholders' agreement; capital and share structure; intercompany agreementsLawyer admitted in the jurisdiction
Successor receives 10% equitySupplies register and director data; records the grant and vesting; opens later eventsEquity plan, grant agreement, tax clausesLawyer; tax figures by a licensed tax adviser
Client and Magellan Global service agreementNothingMSA, SOW, acceptance and IP terms, data-processing agreementLegalMatrix with local counsel review
Overseas brandNothingTrademark search and filing; portfolio managementRegistered trademark practitioner
Family trustBeneficiary and distribution recordsTrust deed and holding-company documents with the licensed trusteeLicensed trustee acts; LegalMatrix prepares

The 10% example, step by step

  1. GoGoTrust

    Provides the current register of members, the director list and the constitution to the matter.

  2. LegalMatrix

    Coordinates the share issue or transfer, the grant agreement and the vesting terms, with the jurisdiction's tax clauses; a lawyer admitted there signs off.

  3. Client

    Approves and signs electronically.

  4. GoGoTrust

    Updates the register, files the change with the registrar, records the vesting schedule and opens the first event.

Already on GoGoTrust?

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