Protect Your Real Estate Assets
Manage LLCs, trusts, and legal entities. Track per-property protections, deed types, and entity compliance with dual checklists, drag-and-drop organization, AI prompts, and a centralized compliance dashboard.
What You Get
Everything you need, built for real estate investors.
Protection Score Dashboard
Overall 0-100 protection score with radar chart showing 5 dimensions — instantly see where your portfolio is exposed.
Learn more →Per-Property Checklists
43-item property protection checklist covering title, insurance, liability, and compliance.
Learn more →Portfolio Protection Heatmap
Color-coded heatmap shows checklist completion across every property — red squares mean danger, green means covered.
Learn more →Missing Entity Transfer Detection
Automatically detects properties with acquisition deeds but no entity transfer — the #1 asset protection mistake.
Learn more →14 AI-Powered Prompts
Pre-built expert prompts personalized with your entity and property data — paste into any AI chatbot for instant analysis.
Learn more →Attorney Meeting Report
Generate a comprehensive, printable report with all your entities, properties, compliance status, and checklists — ready for your attorney meeting.
Learn more →How It Works
Create Your Entities
Set up LLCs, trusts, and other legal structures. Add formation details, EIN, and registered agent info.
Assign Properties & Run Checklists
Drag and drop properties into entities. Work through 79 checklist items across property and portfolio checklists.
Monitor & Maintain
Track compliance deadlines, review deed liability, generate attorney reports, and use AI prompts for expert analysis.
Explore Features
Dive deeper into what each feature offers.
Save $600–$1,500 Per Attorney Consultation
Walk into every attorney meeting prepared. Each checklist item explains why it matters, how to implement it, and includes an AI prompt — so you skip the education hour and get straight to strategy.
Learn more →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
43-item checklist to verify each property is properly titled, insured, and legally protected across 4 critical categories.
Learn more →Insurance Coverage Review
Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.
Learn more →Deed Type Tracking & Liability
Learn how 12 different deed types create different levels of ongoing liability — and how that liability can follow you even after you sell the property.
Learn more →Entity Compliance Dashboard
Centralized compliance tracking for all entities: good standing verification, annual report status, and checklist completion.
Learn more →Protection Score Dashboard
A single 0-100 score tells you how well protected your portfolio is right now. A 5-dimension radar chart shows exactly where gaps exist so you know what to fix first.
Learn more →5-View Entity Organizer
Visualize and reorganize your entity-property structure using 5 different views: Kanban, File Manager, Dot Map, Org Chart, and Focus view.
Learn more →Portfolio Protection Heatmap
A color-coded heatmap shows checklist completion across every property in your portfolio. Red squares mean danger — green means you are covered.
Learn more →Guided Walkthrough Mode
Turn on Guide Mode to see educational panels for every checklist category: what it covers, what to look for, and what action to take. Learn asset protection as you go.
Learn more →Missing Entity Transfer Detection
Automatically detects properties with acquisition deeds but no entity transfer — the #1 asset protection mistake. Fix it before a lawsuit exposes you.
Learn more →Deed Type Reference Guide
An interactive reference for all 12 deed types with risk levels, use cases, liability summaries, and expandable details. Know which deed type to use — and which to avoid.
Learn more →Protection Cost Tracking & ROI
Track every dollar you spend on asset protection — formation fees, registered agents, annual reports, attorney consultations — and see the per-property cost vs. the cost of a single lawsuit.
Learn more →14 AI-Powered Asset Protection Prompts
Pre-built expert prompts that inject your entity structure, property data, and compliance status directly into the prompt — paste into any AI chatbot for instant personalized analysis.
Learn more →Attorney Meeting Report
Generate a comprehensive, print-ready report with all your entities, properties, compliance status, deed records, checklist progress, and costs — everything your attorney needs in one document.
Learn more →General Protection Checklist
36-item portfolio-wide checklist for entity hygiene, insurance strategy, legal structure, and ongoing maintenance — the strategic layer above individual property protection.
Learn more →AI Contract Review Pipeline
Analyze operating agreements, bylaws, and trust documents with a 5-step AI pipeline: plain English, risks, obligations, negotiation playbook, and executive brief.
Learn more →Why Investors Choose This Tool
Never Miss a Step
79 checklist items, 12 deed types, and compliance tracking ensure complete coverage of every protection measure.
Entity Organization
Visual kanban board with 5 views 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
79 protection items across property and portfolio checklists.
Shield Your Real Estate Portfolio
Entity management, systematic checklists, deed tracking, AI prompts, and compliance monitoring — complete asset protection in one app.