Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting and drag-and-drop property assignment.
How Entity Management Works
Create entities representing your LLCs, trusts, S-Corps, and other legal structures. Assign properties to entities using an intuitive drag-and-drop kanban board.
- 10 entity types: LLC, Series LLC, Land Trust, Revocable Trust, Irrevocable Trust, S-Corp, C-Corp, Limited Partnership, Personal, Other
- Hierarchical nesting — nest child entities under parent entities (e.g., Series under a Series LLC)
- Drag-and-drop kanban organizer modeled on the Portfolio Manager
- Track formation details: state, EIN, formation date, registered agent, notes
Why Entity Organization Matters
A clear ownership structure is the foundation of asset protection. Knowing which entity holds each property helps you maintain the corporate veil, file correct tax returns, and ensure proper insurance coverage.
- Visualize your entire ownership structure at a glance
- Prevent commingling mistakes by tracking entity-property relationships
- Keep entity details (EIN, registered agent, formation date) organized in one place
Sample Output
See what this feature calculates for you.
Entity Management
Entity Types
10 supported
Nesting
Hierarchical
Organization
Drag & Drop
Details Tracked
EIN, State, Agent
Ready to Use Entity Management?
Get access to this feature and everything else in Asset Protection Checklists.