Comprehensive Legal Protection
Our legal team handles every legal aspect of your investment — from entity formation and real estate closings to asset protection planning and trust coordination.
Qualified Legal Counsel
On every transaction
Entity formation, closings, and asset protection
Legal Services
| Service | What It Means for You |
|---|---|
| Single-purpose LLC formation | Dedicated entity for each project that isolates your investment from personal liability |
| Operating agreement drafting | Custom operating agreement that clearly defines your rights, profit splits, and exit terms |
| Real estate closings | Full closing management for both acquisition and disposition of your property |
| Title insurance coordination | Comprehensive title search and owner's title insurance policy on every acquisition |
| Contract review | All purchase agreements, vendor contracts, and closing documents reviewed by counsel |
| Asset protection planning | Structuring designed to shield your personal assets from project-level risk |
| Trust and estate coordination | Integration with your existing estate plan for seamless wealth transfer |
Asset Isolation
Protecting your personal assets from investment risk is a core function of our legal team. We use multiple layers of entity structuring tailored to your situation.
NC LLC Formation
Default entity structure — North Carolina single-purpose LLC for each investment project
Out-of-State Entities
Optional Wyoming or Delaware LLCs for enhanced privacy and asset protection where appropriate
Trust Coordination
Integration with your existing trusts and estate planning for seamless wealth transfer
Series LLC Evaluation
For multi-property investors, evaluation of series LLC structures to simplify management while maintaining isolation
Exit Documentation by Strategy
The legal work at exit varies depending on your investment strategy. Our team handles all documentation for a clean, compliant exit.
Flip Exit
Closing documents, title transfer, buyer contract review, proceeds distribution, and LLC dissolution
Hold Exit
Refinance documentation, lender coordination, updated operating agreements, and ongoing entity maintenance
STR Exit
Management agreements, STR licensing, platform compliance documentation, and regulatory filings
What You See in Your Portal
Your LLC operating agreement, closing documents, and entity records — all in your document vault. Every legal document related to your investment is accessible 24/7.
Operating Agreement
Your LLC operating agreement defining rights and terms
Closing Documents
All acquisition and disposition closing paperwork
Entity Records
LLC formation docs, annual filings, and registered agent info