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Entity Management

Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting, property assignment, and compliance tracking — all in one place.

Your Entities at a Glance

Each entity gets its own card showing type, state, property count, good-standing status, and checklist progress.

Midwest Holdings LLC

LLC WY
Good Standing
4 properties
88%

Family Revocable Trust

Trust NV
Good Standing
2 properties
72%

Rental Portfolio Series LLC

Series LLC DE
Needs Attention
6 properties
54%

Summit Properties S-Corp

S-Corp CO
Good Standing
3 properties
95%

10 Entity Types Supported

Whatever structure your attorney recommends, the app can track it. Each entity type gets its own icon and color for instant visual identification.

LLC
Series LLC
Land Trust
Revocable Trust
Irrevocable Trust
S-Corp
C-Corp
Limited Partnership
Personal
Other

Search & Filter

Quickly find any entity by name, type, or status. Filter buttons narrow results instantly.

Entity Search
Search entities by name…
Type:
All LLC Trust S-Corp |
Status:
All Good Standing Needs Attention

Hierarchical Nesting

Model the real-world ownership structure your attorney designed. Parent entities contain child entities, which contain properties.

Family Revocable Trust Trust NV
Residential Portfolio Series LLC Series LLC DE
Series A LLC
123 Main St — Fort Collins, CO
456 Oak Ave — Loveland, CO
789 Pine Dr — Windsor, CO
Series B LLC
321 Elm Ct — Greeley, CO
555 Cedar Ln — Longmont, CO

Why Entity Management Matters

The right entity structure protects your personal assets. But only if you track and maintain it properly.

Visualize Your Entire Structure

See every entity, trust, and LLC in one place with hierarchical nesting that mirrors your real-world ownership chain. No more scattered documents and forgotten entities.

Prevent Commingling

Assign each property to exactly one entity. The app ensures clear separation between entities so you maintain the corporate veil that protects your personal assets.

Track Compliance

Monitor good-standing status, annual report deadlines, and entity-level checklists. Color-coded badges surface issues before they become problems.

Organize Your Entity Structure

Track every LLC, trust, and corporation in one place. Assign properties, monitor compliance, and visualize your ownership hierarchy.