Protect Your Real Estate Assets
Manage LLCs, trusts, and legal entities. Track per-property protections and maintain portfolio-wide compliance with dual checklists and drag-and-drop organization.
What You Get
Everything you need, built for real estate investors.
Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with drag-and-drop property assignment.
Per-Property Checklists
26-item property protection checklist covering title, insurance, liability, and compliance.
General Protection Checklist
26-item portfolio-wide checklist for entity formation, insurance, legal structure, and maintenance.
Simple, Transparent Pricing
Choose the plan that works for you.
Monthly
- Entity management (LLC, trust, S-Corp, etc.)
- Per-property protection checklist (26 items)
- General protection checklist (26 items)
- Drag-and-drop property-to-entity assignment
- Cycle tracking for annual reviews
- All future updates
Yearly
- Entity management (LLC, trust, S-Corp, etc.)
- Per-property protection checklist (26 items)
- General protection checklist (26 items)
- Drag-and-drop property-to-entity assignment
- Cycle tracking for annual reviews
- All future updates
Monthly
- Everything in Individual plan
- Pay for client access
- Share with unlimited clients
- Branded entity reports
- Priority support
Yearly
- Everything in Individual plan
- Pay for client access
- Share with unlimited clients
- Branded entity reports
- Priority support
Features and pricing are subject to change as we continue to improve the product.
How It Works
Create Your Entities
Set up LLCs, trusts, and other legal structures. Add formation details, EIN, and registered agent info.
Assign Properties
Drag and drop properties into entities using the kanban organizer. Track which entity holds each property.
Run Your Checklists
Work through per-property and general checklists. Track progress, complete cycles, and maintain annual compliance.
Explore Features
Dive deeper into what each feature offers.
Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting and drag-and-drop property assignment.
Learn more →Per-Property Protection Checklist
26-item checklist to verify each property is properly titled, insured, and legally protected.
Learn more →Insurance Coverage Review
Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.
Learn more →Legal Structure Checklist
Evaluate your legal structure: asset protection attorney, estate planning, charging order protection, and cross-collateralization review.
Learn more →Why Investors Choose This Tool
Never Miss a Step
52 items across two checklists ensure complete coverage of every protection measure.
Entity Organization
Visual kanban board shows which entity holds each property at a glance.
Annual Review Cycles
Start new cycles each year. Track completion history to prove ongoing compliance.
Dual Checklist System
52 protection items across property and portfolio checklists.
Shield Your Real Estate Portfolio
Entity management and systematic checklists for complete asset protection.