DBA and Trade Name Filing Kit: Name Tracker Workbook, Name Search and Filing Checklist, Publication and Proof Log, and Bank Account and Renewal Tracker

Who it is for

Sole proprietors, LLC owners and bookkeepers registering or renewing a DBA, assumed name or trade name who want each state's rule and a clean paper trail.

Not the right fit if

Not a filing service and not a trademark; registering a DBA does not give you exclusive rights to the name.

Why it is different

• Covers all 50 states and DC from Secretary of State, county clerk and statute pages, checked November 2026.
• Separates the rules for individuals and for LLCs or corporations where a state files them in different places.
• Leaves a state blank rather than guess, and the workbook's dates match the free online calculator rule for rule.

What is inside

• DBA name tracker workbook (Excel). State and owner picker that dates the expiry, renewal window and newspaper deadlines from the filing date, plus a tracker for every name with fees paid and days left.
• Start here. What a DBA is called in each state, the three ways states split the filing, and the order to work through the kit.
• Name search and filing checklist. What to check before filing, filing-day steps, and every state's office, name for the filing and fee with its official link.
• Publication and proof log. The states that require a newspaper notice and what each says, a deadline worksheet, and a log for every run and the affidavit.
• Bank account and renewal tracker. A checklist for using the name with your bank and customers, a renewal record, and every state's renewal rule.