Asset Protection Checklists Features
Explore every feature of Asset Protection Checklists — from the shared property database to 79 checklist items across 8 tabs.
Included with All Apps
These core features are included with every app you purchase — no extra cost.
Property Database
70+ financial fields organized into 11 categories with auto-save and full change history.
Comprehensive Property Data
Every number an investor needs across 11 organized sections with smart field types.
Smart Editing & Live Sidebar
Auto-save with 800ms debounce, per-section status badges, and real-time calculations.
Property Classification
Tag properties by investment strategy and property type. Filter and sort your entire portfolio.
Real-Time Calculations
27 key metrics across 5 categories computed instantly as you type, with clickable walkthroughs.
Portfolio Dashboard
Portfolio highlights, property cards, strategy and type breakdowns, overview charts, and cross-app features.
AI Property Import
Copy a prompt, paste your MLS listing into any AI tool, and import 20+ property fields in seconds.
Included with Purchase of Asset Protection Checklists
These advanced features are available when you purchase Asset Protection Checklists.
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 →Get Started with Asset Protection Checklists
Entity management, systematic checklists, deed tracking, AI prompts, and compliance monitoring — complete asset protection in one app.