Save $600–$1,500 Per Attorney Consultation
Walk into every attorney meeting prepared. Skip the education hour and get straight to strategy — saving hundreds per visit.
Calculate Your Savings
Adjust your attorney's hourly rate and see exactly how much preparation saves.
Unprepared Cost
$1,200
3 hours of education
Prepared Cost
$400
1 hour of strategy
You Save
$800
per consultation
At $400/hour, showing up prepared saves you $800 per meeting.
10-Year Cumulative Savings
One annual review per year. The savings stack up fast.
10-year cumulative savings
$8,000
What Makes You "Prepared"
The app gives you four things that transform an expensive education session into a focused strategy session.
79 Checklist Items Reviewed
You know what's done and what isn't. You can walk in and say "here's where I am" instead of asking "what should I be doing?"
Attorney Report Generated
Everything organized in one printable document — entities, properties, compliance status, and open items — ready to hand to your attorney.
AI Prompts Used
You've already researched your questions in advance using 14 AI prompts pre-loaded with your portfolio data. You arrive with informed questions, not blank-slate ones.
Compliance Status Current
You can verify entity good standing, annual report filings, registered agent status, and insurance alignment before you walk in the door.
What Each Checklist Item Includes
Every item is a mini-lesson. Here are three examples from the actual checklist.
Why It Matters
If the property title is in your personal name but the LLC "owns" it informally, a court can rule the LLC structure is a sham. The deed must show the entity as the legal owner for asset protection to work.
How To Do It
File a quitclaim or warranty deed transferring title from you personally to the LLC. Cost: $50–$200 in recording fees. Check with your lender about due-on-sale clause implications first.
Why It Matters
A $1M liability policy seems like enough — until a tenant's guest is seriously injured and the judgment is $2.5M. An umbrella policy layers on top of your underlying coverage for exactly these scenarios.
How To Do It
Contact your insurance broker and request a $2M+ umbrella policy that lists all your entities and all your rental properties. Typical cost: $300–$600/year for $2M coverage.
Why It Matters
An LLC without an operating agreement is like a house without a foundation. Courts in veil-piercing cases look for a proper operating agreement as evidence that the LLC is a legitimate, separately-maintained entity.
How To Do It
Have your asset protection attorney draft (or review) an operating agreement for each LLC. It should address management, distributions, capital contributions, and dissolution provisions.
Explore More Features
See everything Asset Protection Checklists has to offer.
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 →Stop Paying for Education You Can Get Here
79 checklist items with built-in education, AI prompts, and attorney reports — so every consultation is pure strategy.