General Protection Checklist
36 strategic items that protect your entire portfolio — entity hygiene, insurance strategy, legal structure, and ongoing maintenance reviewed in every annual cycle.
Two Layers of Protection
Asset protection works on two levels. The general checklist covers your portfolio strategy. The property checklist verifies each individual property. Together, they cover everything.
General Checklist
36 itemsStrategic decisions that protect your entire portfolio
Property Checklist
43 itemsTactical items verified for each individual property
Together: complete protection across strategy and execution
4 Categories, 36 Items
Each category addresses a different dimension of portfolio protection. Progress bars show sample completion for illustration.
Entity Hygiene
9 items+ 5 more items in the full checklist
Insurance Portfolio
6 items+ 3 more items in the full checklist
Legal Structure
12 items+ 9 more items in the full checklist
Ongoing Maintenance
9 items+ 6 more items in the full checklist
Progress Over Time
Track how your general checklist completion changes across annual review cycles.
Your actual checklist progress tracks independently across annual review cycles. Current cycle may be lower than previous if new items have been added or if you have not yet completed your annual review.
Annual Review Cycle Timeline
Each cycle represents an annual review. Start a new cycle each year, track progress, and build a verifiable compliance history.
Cycle 1
2024
85%Cycle 2
2025
92%Cycle 3
2026
44%| Category | Cycle 1 | Cycle 2 | Current | Trend |
|---|---|---|---|---|
| Entity Hygiene | 33% | 56% | 44% | Improving |
| Insurance Portfolio | 33% | 50% | 50% | Stable |
| Legal Structure | 17% | 33% | 25% | Improving |
| Ongoing Maintenance | 44% | 67% | 67% | Stable |
Why Cycles Matter for Legal Defense
In veil-piercing cases, courts examine whether the entity owner followed corporate formalities consistently over time. A single completed cycle shows you tried. Multiple completed cycles with improving scores demonstrate ongoing diligence. Annual review cycles create a documented compliance trail that your attorney can reference if your entity structure is ever challenged.
Why Portfolio-Level Protection Matters
You can protect each property perfectly and still have a fatal gap in your portfolio-wide strategy. No umbrella policy? No estate plan integration? No annual review process?
The general checklist catches these strategic blind spots that sit above any individual property.
- Entity hygiene prevents commingling — the #1 way courts pierce the corporate veil
- Insurance gaps at the portfolio level can negate property-level coverage
- Legal structure items ensure your entities actually provide the protection you expect
- Ongoing maintenance proves to courts that you treat entities as real businesses, not alter egos
Explore More Features
See everything Asset Protection Checklists has to offer.
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 →Review Your Portfolio Protection
36 strategic checklist items covering entity hygiene, insurance, legal structure, and ongoing maintenance — reviewed every annual cycle.