We Protect Single Family Home Investors From Lawsuits & Taxes
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We've Protected +$1.2 Billion In Assets For Over 2,000 Real Estate Investors In All 50 States
How Paige Rebuilt After Losing $20 Million In Real Estate Assets
QUOTE
Working with Royal Legal Solutions has given me peace of mind, you've allowed me to consolidate my time, you are very consistent and there are no question marks, I feel completely protected, and I'm not running around wasting a bunch of time because I know exactly how to function and how to perform and that was all because of your direction. As you know, I've already referred you to so many people and they've been thrilled. I'm that confident in you and your team.
Paige's Story
The financial crash of 2007 took Paige down. She landed on her head and lost $20 million in real estate assets in order to pay off her debts and make everything right. She had to walk away for a while, but eventually realized she wanted to continue investing. It was her passion. At first, she was winging it. She felt very exposed. But then she discovered Royal Legal Solutions. Working with us has given her peace of mind and allowed her to consolidate her time. She now feels completely protected and she knows she isn’t running around wasting a bunch of time.
Start Date
07/09/2016
Timeline
2.5 months
Investments
Fix-and-Flip, JV Deals, Non-Performing Notes
Defense
Delaware Statutory Trust
GET A PRICEHow Chris Sleeps Better Knowing His Asset Protection Is Set-Up Correctly
QUOTE
Initially, I was thinking "I have insurance, I'll be ok." But then I was listening to a podcast and learned about the different things that could happen scared my pants off, so that's when I reached out to RLS.
The biggest benefit of working with Royal Legal Solutions is peace of mind and being able to sleep at night. There is such a variety of things that can happen. If you buy a property with mold or something you have no control over, you could be slapped with a lawsuit. You could jump in the car and something that could happen that isn't even your fault and you could get sued.
The biggest benefit of working with Royal Legal Solutions is peace of mind and being able to sleep at night. There is such a variety of things that can happen. If you buy a property with mold or something you have no control over, you could be slapped with a lawsuit. You could jump in the car and something that could happen that isn't even your fault and you could get sued.
Chris's Story
Chris is now able to sleep well at night knowing that RLS has helped him set up asset protection. Once he had identified his objectives and goals that Royal Legal would help him with everything was streamlined, quick, and easy. The RLS team has been very responsive and professional and has been able to answer all of his questions quickly. Chris thinks that the access and the ability to reach out whenever you need it is invaluable for him.
Start Date
06/12/2018
Timeline
6 weeks
Investments
Buy-and-Hold - 4 Plex
Defense
Series LLC, LLC, Estate Plan
GET A PRICEHow Sean Has Gone From A Firefighter To Building A Rental Empire
QUOTE
We learned that legal stuff takes a lot of time to understand. You know you're going to make mistakes and lose some money. I wanted to make sure the worst-case scenario didn't happen to me. I have peace of mind and I know Royal Legal Solutions will always be there. Everyone wants to create wealth, but you don't want your nest egg to be vulnerable. It's nice having that protection in your back pocket. We feel pretty well protected.
Sean's Story
Sean has been with Royal Legal Solutions for 2 years and he is still learning a lot. Knowing that Royal Legal has his back liability-wise while Sean grows his portfolio gives him peace of mind. He feels safe knowing that he is protected from a worst-case scenario. He does not worry that something is going to be taken away from him by having Royal Legal as a team member.
Start Date
11/07/2018
Timeline
2.5 Months
Investments
Fix-and-Flip, Buy-and-Hold, Multi-Family, Single Family
Defense
Series LLC, LLC, Estate Plan
GET A PRICEHow Daniel Streamlined His Real Estate Of A Bazilllion LLCs
QUOTE
I had a bazillion LLCs because I was protecting each asset. I was really concerned about the piercing of the corporate veil. If we forget to file something or use a personal card vs a corporate card that might get us in trouble down the road.
You gave us the confidence to know that each property would be separated from the others in case the corporate veil was pierced. It streamlined our operations and made them simple to manage. I could tell from all your videos and testimonials that you had done this before and it wasn't your first rodeo, and you came highly recommended so there was a high level of trust for us. If you're in the business of investing money and purchasing real estate, that's how you know you might want to contact Royal Legal Solutions.
You gave us the confidence to know that each property would be separated from the others in case the corporate veil was pierced. It streamlined our operations and made them simple to manage. I could tell from all your videos and testimonials that you had done this before and it wasn't your first rodeo, and you came highly recommended so there was a high level of trust for us. If you're in the business of investing money and purchasing real estate, that's how you know you might want to contact Royal Legal Solutions.
Daniel's Story
After buying his first home, Daniel realized he could become a professional real estate investor. He started buying more properties and setting up LLCs to protect himself. He was plagued by worry and doubt - what if he screwed things up operationally or spent money the wrong way? When he started with Royal Legal Solutions, he gained a massive amount of confidence. Finally, he could set everything up correctly and get back into the business of buying and selling property. He felt so comfortable because the information and education were transparent and easily accessible.
Investments
Residential & Commercial, Buy-And-Hold, Fix-And-Flip, Development
How Chris Started His Real Estate Investing Off On The Right Foot
QUOTE
Working with Royal Legal Solutions was easy all around. It wasn't that expensive, it was very straightforward, and your team would handle all the details for me. You laid out what needed to happen, what your process was, and made it simple. I'd recommend you 10 out of 10, and I've already recommended you to friends and family as well as on Bigger Pockets.
Christopher's Story
Despite being interested in real estate investing for years, Chris had never been able to move beyond his fear. Fear of the unknown. He got complacent in a W2 job but eventually realized he needed to dive in and take action. He was able to get started thanks to online education. He knew he wanted to do things the right way and started listening to podcasts. That’s when he discovered Royal Legal Solutions. He immediately knew the expertise and access to support was a win-win solution.
Start Date
06/05/2018
Timeline
3.5 months
Investments
Buy-And-Hold, Turnkey Process
Defense
Series LLC, Estate Plan
GET A PRICEFrom Broker To Investor, How Scott Built His Vacation Rental Business
QUOTE
As our portfolio began to grow, we became more and more focused on keeping what we worked so hard to create. Once you start to build wealth and passive income, you'll start to care more and more about protecting it. That's the natural evolution. As you get older you have less and less time to recover from lawsuits or downturns. Asset protection is the natural evolution as your portfolio matures.
Scott's Story
Despite investing in real estate for 10 years, Scott felt like he was completely vulnerable. He lacked awareness of problems that he didn’t even know existed, let alone how to solve them. After he discovered us, he was able to clean things up in a month. He no longer worries about the maintenance or legal work and can focus on expanding his portfolio and making more money through real estate. He rests easily knowing his future is secure.
Investments
Real Estate Broker, Short & Long Term Vacation Rentals
How Ryan Is Modelling Long Term Thinking With Local Real Estate Investors
QUOTE
Some of the clients I work with don't have any idea how to get rich other than winning the lottery or winning a lawsuit. So it dawned on me that if we're hard to find, we'd be in a better place. I needed an Estate Plan, I needed something more flexible, and it was easy to throw everything in one bucket. When I asked other people questions, they couldn't answer very well. With you, a lot of the questions I asked I got a simple answer. That put me over the edge. You were at a good price and getting access to quite a bit more. The price and the strategy were the best options.
A lot of guys are scared to spend money on something that doesn't buy them a house. But they are starting to see that as they get a family and have other things going on, they realize they need to put protection in place and they don't know how to do it themselves. If you're building any kind of real estate base, it's a lot easier to start out right than to have to unwind it and put it back together, or discover all the things you missed out on and wasted that you could have been using all along. Man, if I had done this in the beginning, I could have saved money and helped me not waste too much time.
A lot of guys are scared to spend money on something that doesn't buy them a house. But they are starting to see that as they get a family and have other things going on, they realize they need to put protection in place and they don't know how to do it themselves. If you're building any kind of real estate base, it's a lot easier to start out right than to have to unwind it and put it back together, or discover all the things you missed out on and wasted that you could have been using all along. Man, if I had done this in the beginning, I could have saved money and helped me not waste too much time.
Ryan's Story
Ryan knew he wasn’t going to be able to get everything up and running on his own at the speed he wanted. And he was skeptical of other providers, it always felt like they were using a cookie-cutter approach that wasn’t sophisticated enough for his needs. That’s why he turned to Royal Legal Solutions. He still remembers saying, "Oh yeah, this makes a lot of sense … this is exactly what I’m looking for.” He feels confident now because he has everything he needs to make a plan and his questions get answered.
Ryan Buckley
Real Estate Investor
Start Date
10/15/2019
Timeline
1 Month
Investments
Buy-and-Hold - 14 Cashflow Rentals, Partnership With 20 Doors
Defense
Series LLC, LLC, Estate Plan, Solo 401(k)
GET A PRICEHow Dixon Found Peace Of Mind In A Sue-Happy World
QUOTE
It seemed like you and your organization was like me and someone I wanted to work with. There was a realness to you and you weren't just trying to sell me a product and then I won't hear from you again until it's time to renew. I'm trying to concentrate on my real estate business and have somebody work along with me, and that's what you guys bring to the table. We live in a sue-happy world and I realized that anything can come up and stop me dead in my tracks. As I move along, I'm preparing so there's protection there.
Working with you was very educational and most of all, it was easy. Easy in the sense that everything was laid out. I don't need to be an expert, I just need to have enough knowledge that I can speak to you. I'm way more comfortable so I can focus. I'd rate you at a 10. I connected my daughter with you already. I trust you, and I don't want to leave my daughter. You guys are golden.
Working with you was very educational and most of all, it was easy. Easy in the sense that everything was laid out. I don't need to be an expert, I just need to have enough knowledge that I can speak to you. I'm way more comfortable so I can focus. I'd rate you at a 10. I connected my daughter with you already. I trust you, and I don't want to leave my daughter. You guys are golden.
Dixon's Story
Dixon has 3 properties and some land and he found out about Royal Legal Solutions on Bigger Pockets. He listened to a podcast and did his own research. He felt like there was a realness to Royal Legal and he was not just sold a product. He now feels safe having asset protection in place. He feels comfortable knowing that real estate-specific experts are helping him along his journey and he can now focus on what he needs to focus on.
Dixon Kirkland
Real Estate Investor
Start Date
09/17/2018
Timeline
2 Weeks
Investments
3 Properties, Land, Closing On Multi-Family
Defense
Series LLC, LLC
GET A PRICEHow David Protects Himself And Avoids Tax As A California Investor
QUOTE
Being a California investor, I was searching for a solution that eventually I found was a Royal Legal Solution. I was scouring the internet for weeks to find a solution to create a Series LLC without paying through the nose. All my searches kept bringing me back to a guy called Scott Smith talking about a Delaware Statutory Trust. That was the solution I was looking for. It allowed me to cash flow instead of diverting it into franchise tax fees in CA. It allowed me to continue to invest instead of being in the red.
Royal Legal has really surpassed expectations. From the very first call, I don't know how many emails and questions I've sent over from really small questions to really nagging matters, and they've responded usually in a few hours or at least within 24 hours.
Royal Legal has really surpassed expectations. From the very first call, I don't know how many emails and questions I've sent over from really small questions to really nagging matters, and they've responded usually in a few hours or at least within 24 hours.
David's Story
Royal Legal has really simplified the process for David. Royal Legal helped David set up a DST and it has allowed him to concentrate on other matters. The Royal Legal team has always been quick to answer any of his questions and David thinks the team is wonderful. He can now focus more time on his business and family.
David Lai
Real Estate Investor
Start Date
06/25/2019
Timeline
2 Months
Investments
Buy-and-Hold - Cashflow Rentals
Defense
Delaware Statutory Trust, LLC, Estate Plan
GET A PRICEHow Brian Is Protecting His Real Estate Legacy From Beyond The Grave
QUOTE
The most valuable part has been the customer service. I get immediate access to your people and resources. The communication and response time is immediate. You're managing all my trusts that own the assets and I don't have to worry about that - you keep them updated when they need to be. I also like that we do annual calls so you can review where I'm at in my investments and my progress.
I'd definitely refer you to anyone who is investing in real estate and need a good entity structure for asset protection. Definitely a 10. But even anyone who is looking for help with their will and estate. I'd highly recommend you guys, you've been great.
I'd definitely refer you to anyone who is investing in real estate and need a good entity structure for asset protection. Definitely a 10. But even anyone who is looking for help with their will and estate. I'd highly recommend you guys, you've been great.
Brian's Story
Brian was looking for another avenue for preparing for retirement and he started investing in real estate. He heard about Royal Legal Solutions on a podcast talking about having a more structured entity setup and it caught Brian's interest. Royal Legal also helped him with estate planning and setting up a will. Working with Royal Legal has given Brian peace of mind.
Brian Dvorak
Real Estate Investor
Start Date
04/12/2018
Timeline
1 Month
Investments
Buy-and-Hold
Defense
Delaware Statutory Trust, Estate Plan
GET A PRICEHow Tanner Went From Trying To Piece It All Together To Peace Of Mind
QUOTE
I loved the concept of anonymity. I was holding in my personal name and I had an LLC. I was getting the pieces together, but I wasn't quite sure how to do it correctly.
You can try to piece things together yourself or even work with another attorney who doesn't specialize in real estate but for me, I've found it's best to not mess with the important components of your business and just work with professionals who really know what they're doing.
You can try to piece things together yourself or even work with another attorney who doesn't specialize in real estate but for me, I've found it's best to not mess with the important components of your business and just work with professionals who really know what they're doing.
Tanner's Story
Tanner first found out about Royal Legal Solutions via podcasts and he decided to do more research. He tried to piece things together himself but lacked knowledge so he decided to work with real estate specific experts. He now feels protected working with Royal Legal Solutions.
How Contance Is Continuing Her Family's Legacy Of Buy-And-Hold Investing
QUOTE
I'm a long-term buy-and-hold investor, and I come from a very long line of buy-and-hold investors... I'm truly grateful to Scott and the whole group. This guy is a one-stop solution for everything. I really liked how he put it all together... I had some elements in place, but I was out of touch with current trends in tax and legal... I believe Scott has built an entire ecosystem... Now I don't need to go to a bunch of different providers - it's all in one place. And it's not that just all the services are in one place, but they are offering free education... To me, the educational component is what brought me in and what is going to keep me here... The result of this has re-energized me... I'm so grateful to have come across this group... I'd recommend you 110%, I've already recommended you to several people... It will transform your life for the better. End of story.
Constance's Story
Constance comes from a long line of real estate investors. She became aware of asset protection and set up a series LLC. She is building a castle and a legacy for her heirs. Constance thinks that the educational component is what attracted her and will keep her in the RLS community. She is grateful and feels re-energized since she joined RLS.
Start Date
March 2022
Investments
Long Term Buy-And-Hold
Gilbert Leveled Up His Education With Weekly Group Mentoring
QUOTE
Looking back at it all, I really like what has been done and what has been coming forward with the weekly advisor meetings because we get to learn a lot not only from RLS but from other investors as well.
You're going to spend the money out there anyway forming an entity and running your business, so you might as well get a team of folks who can help you do this. You're not going to spend that much more money. The price and the structure is pretty reasonable under RLS.
You're going to spend the money out there anyway forming an entity and running your business, so you might as well get a team of folks who can help you do this. You're not going to spend that much more money. The price and the structure is pretty reasonable under RLS.
Gilbert's Story
Gilbert just started out in real estate and he is not making any profits yet. He is in a partnership with 4 others. They then found out about RLS and we helped them form their company and protect their assets. They then started looking for a property to buy and they found one. At first, it was difficult to get an answer to his questions from Royal Legal Solutions but now he really enjoys the weekly meetings where he can get his questions answered.
How The One Stop Shop Helped Chris With His Out Of State Properties
QUOTE
Since 2010 I started my own real estate company. Predominantly I'm a landlord and on the finance side, I do fix-and-flips. What caught my eye was the novel approach toward entity structure, specifically the Delaware Statutory Trust. How they use it is very intriguing. I like how creative and aggressive they are, and aggressive in a good way. 100% legal.
If you want concierge service and want everything taken care of in one place, which is a huge benefit, I would have zero problems recommending Royal Legal Solutions.
If you want concierge service and want everything taken care of in one place, which is a huge benefit, I would have zero problems recommending Royal Legal Solutions.
Chris's Story
Chris is an experienced real estate investor. He is a part of the Royal Legal Solutions community and he feels like RLS is a very professional organization who are very knowledgeable. He thinks that for the right person, the one-stop shop is really attractive. He enjoys teaching and helping others out in the weekly meetings.
How Axel Is Preparing For A Secure Retirement
Scott came into my life through a podcast and then I learned about his company Royal Legal Solutions. I got to understand how important liability protection and anonymity are and discovered the path to creating a protected entity portfolio. I am grateful for the help I received, I look forward to keeping working with Scott and his team and encourage anybody reading these lines to take a closer look at Scott's Freedom Temple.
Start Date
02/01/2022
Timeline
1 Months
Investments
Single Family (1-4 Units), 9 Properties, Looking To Retire
Defense
Delaware Statutory Trust, Estate Plan
How Maria Is Building A Cashflow Business With Real Estate Rentals
QUOTE
We're just getting started... For me, it's about getting all the legal stuff set up and we're just starting to engage with the tax people. I don't want to do that stuff myself. I just want to focus on buying the properties and don't want to worry about filing the taxes on time or worrying about the legal ramifications... I went out and looked for the best way to set this all up and I couldn't have done it myself. It just made me feel comfortable like here's a place where they know all about this stuff and they have good people in here. I feel like I can reach out at any time and get answers so fast. I love that.
I was searching for something like a one-stop shop... I talked to several companies. I felt like finding houses isn't the hard part. The legal and tax stuff is what I really needed help with, and that's what Royal Legal has to offer... The weekly meetings makes me feel really in touch...I definitely would recommend you.
I was searching for something like a one-stop shop... I talked to several companies. I felt like finding houses isn't the hard part. The legal and tax stuff is what I really needed help with, and that's what Royal Legal has to offer... The weekly meetings makes me feel really in touch...I definitely would recommend you.
Maria's Story
Maria is new to real estate and has just started to make money on her investments. Her plan is to have a cashflow moving into retirement. She found out about Royal Legal Solutions and felt comfortable with all the services in one place. The weekly meetings have made her feel more connected to what she is doing. She feels like she has a team.
Start Date
07/30/2021
Timeline
2.5 Months
Investments
Rental, Cashflow
Defense
Series LLC, LLC, Estate Plan
GET A PRICEHow Leah Is Taking Control Of Her Financial Future By Turning To Real Estate
QUOTE
Having a financial background, my first priority was making sure I had things set up properly in the legal spectrum and I'd only want to work with an attorney group that had specific experience and particularly if the attorneys themselves were investors... Royal Legal is the team I'd go to. I see clients of theirs very involved in weekly seminars. The group has been a lifeline as I'm transitioning from W2 to doing things on my own... I'd recommend Royal Legal 10 of 10. It's a very impressive group of people.
Leah's Story
Leah is looking to leave her job on Wall Street and take direct control of her financial future through real estate investing. She has been enjoying working with Royal Legal Solutions and learning from our Group Mentorship program and real estate investor community.
Leah Matsil
9-To-5
How Shiyu Found Personalized Asset Protection Without Spending A Fortune
I came to know about Scott and his firm through some online blog posts and a podcast. After talking to them, they came across as professional and very knowledgeable about entity structuring, especially around real estate, and I decided to hire them for some of my needs in forming LLCs and trusts.
Unlike many of the "entity-mills" online that just sells a standard PDF document, they were focused on personal situations, tried to understand one's current portfolio and where one might go next, and provided personalized recommendations as a result of that, without costing an arm and a leg. I would recommend Scott and RLS to investors who are looking into setting up formal entity structures.
Unlike many of the "entity-mills" online that just sells a standard PDF document, they were focused on personal situations, tried to understand one's current portfolio and where one might go next, and provided personalized recommendations as a result of that, without costing an arm and a leg. I would recommend Scott and RLS to investors who are looking into setting up formal entity structures.
Start Date
04/30/2019
Timeline
3 Months
Investments
Single Family (1-4 Units), 6 Properties
Defense
Delaware Statutory Trust, LLC
How Edwin Discovered The Series LLC
I came across Scott from the Bigger Pockets Podcast. During his interview, he explained what a Series LLC and its great benefits it offers for asset protection. I reached out to his firm and talked to one of his team members. During that time I was in the works of potentially purchasing a new property with one of my partners. Any other property I purchase I will be reaching out to Scott's team to create my new structure!
Investments
Single Family (1-4 units), 1 Property, Wants 10 Properties By 2023
How Kenneth Got Educated About Asset Protection
Scott came into my life through a podcast and then I learned about his company Royal Legal Solutions. I got to understand how important liability protection and anonymity are and discovered the path to creating a protected entity portfolio. I am grateful for the help I received, I look forward to keeping working with Scott and his team and encourage anybody reading these lines to take a closer look at Scott's Freedom Temple.
Start Date
10/03/2018
Investments
Single Family (1-4 Units), 2 Properties
How Alex Protected His +30 Door Portfolio
Scott was recommended through a Bigger Pockets blog post. After researching his company and receiving my consultation, I felt Scott and his company would do a great job protecting our assets. We currently own over 30 doors and he has set up Series LLCs for all of them. I was extremely satisfied with his work.
Start Date
10/09/2018
Timeline
2 Months
Investments
Single Family (1-4 Units)
Defense
Series LLC, LLC
How Brandon Eliminated His Rental Portfolio's Weaknesses
Scott's team was able to identify my rental portfolio's weaknesses and create a personal plan to protect my assets! His assistant has been very knowledgeable in the asset protection field and has gone out of her way to explain the gritty details. It has been a joy working with Scott and I plan to utilize a Series LLC under his team's guidance.
Start Date
11/09/2019
Timeline
2 Months
Investments
Single Family (1-4 units), 2 Properties
Defense
Series LLC, LLC
Why Brendon Choose Royal Legal After Evaluating Six Other Firms
As a real estate investor and housing provider in California looking for asset protection, it was important to find someone who really knew real estate investors and the unique challenges of my business. After evaluating six law firms focusing on asset protection, I selected Scott's as the best solution to create an asset protection structure for my business.
Start Date
09/25/2019
Timeline
2 Months
Investments
Single Family (1-4 Units), 9 Properties
Defense
Delaware Statutory Trust, LLC
For Real Estate Investors With 2-6 Properties With No Asset Protection
Where You Are
You are building your passive income to escape the 9-to-5
You have insurance and believe it will protect you if you get sued
You are doing business in your own name or through a simple LLC
You hold assets under your own name and your equity is public knowledge
You have all your eggs in one basket, you are a lawsuit jackpot
You do all your own bookkeeping, which makes it hard to scale up with new entities
You are responsible for maintaining legal compliance and filing annual reports
You are filing your own taxes or use a CPA who doesn't understand real estate
You are trying to figure out everything on your own with no guidance or support network
Where You Want To Be
You live off passive income and focusing your time on what matters to you
You have insurance, but you don't rely on it to save you
You are doing business with a dedicated operations company
You hold assets inside of anonymous land trusts so nobody knows your net worth
You compartmentalize your assets with a holding company to minimize your risk
You use an asset holding company that scales without adding complexity
You offload major headaches to legal professionals so you can focus on making deals
You are optimizing your tax filings and saving the maximum amount each year
You have a team of professional support and are plugged into an active real etate community
Here’s the Simple Truth
You can prevent lawsuits before they begin and sleep easy at night by using an asset protection strategy.
However, most real estate investors don't know this exists or how it works because they've been given bad advice by internet know-it-alls or professionals who want to make easy money off their ignorance.
Royal Legal Solutions is dedicated to solving this problem for single family home investors with 2-6 properties.
However, most real estate investors don't know this exists or how it works because they've been given bad advice by internet know-it-alls or professionals who want to make easy money off their ignorance.
Royal Legal Solutions is dedicated to solving this problem for single family home investors with 2-6 properties.
Let Me Introduce Myself
For those of you who don't know me, my name is Scott Smith and I'm the founder and CEO of Royal Legal Solutions. But I'm also a real estate investor, just like you. I've spent a ton of time figuring out how to protect my hard earned wealth and I want to share what I know in case it can help you too. Here's my track record:
2003
After high school I spent a year touring Mexico. I discovered my Spanish needed work after asking an old lady on the bus if I could “make love” to her handbag. Oops!
2006
I got my Bachelors at 20 and started tutoring. Before long I was making $1000/wk on 12 hours of work, so I studied investing in my free time. Within a year I had started my portfolio and paid off all my student debt.
2007
Next, I decided to shake things up and become a professional cage fighter while becoming a certified Montessori School teacher - I had a blast teaching Cosmology.
2012
Then I got a full scholarship to Albany Law School where I got my Doctor of Law (J.D.) in Litigation. During school I bought, rehabbed, & flipped a car repair shop for the back taxes and graduated debt free. This is where I fell in love with real estate.
2013
My first job was suing major insurance companies for high dollar claims. Apparently they like to collect premiums then deny coverage when things get expensive.
2014
I continued to invest and ended up making more money from real estate than my law job, so I quit and went on to get my first 10 single family homes. As my portfolio grew, so did my problems. All I wanted was fun adventures, but nobody could help me automate my "passive" business.
2015
Eventually I decided to solve the problem myself. I spent a year researching company structuring, bookkeeping, protection, tax planning, insurance, and more. By the time I finished, I had incredible peace of mind that I was doing things correctly.
2016
An unexpected side benefit was it made everything easier, and I quickly went from 10 properties to 20, then 30…all without ever having to fix my structure.
2017
I started sharing my ideas and landed a Bigger Pockets podcast. Within 9 months we had scaled from a solo practice firm to $2 million in revenue with no funding.
2022
My solution worked better than ever. Now we've helped over 2,000 real estate investors protect over $1.2 billion in assets in all 50 states.
How To Protect Your Assets & Built Wealth That Lasts For Generations
Network to Find Great Deals
Old Way
Reading REI books or joining an investor group. Searching on Zillow or buying the house next door. Learning and doing everything yourself.
New Way
Joining a real estate investor group. Networking from peers and experts. Accessing more & higher quality deals. Getting free community vetting.
Old Result
Buying the wrong property. Overinvesting and not generating a profit. Wasting years on a dead asset.
New Result
Learning from more experienced investors & industry experts. Buying the right property. Making progress toward achieving financial freedom.
Key Insights
- You need wealth before you can protect it. Joining a real estate networking group with professional guidance is the fastest and cheapest way to make progress.
- Real estate investing is all about finding the right deal. You might have to pass on 100 deals to find the one that will move you to the next level.
- Finding the right deal is all about knowledge. You can either try learn everything yourself, or you can learn from people who already know what to do and are willing to give you free advice.
Stop paying taxes (legally)
Old Way
Filing your own taxes or using a local CPA who will Google how to file taxes for you. Not using tax savings entities like Self-Directed IRAs or Solo 401(k)s.
New Way
Working with a CPA that focuses on real estate investing. Setting up the correct tax strategy for your current situation and long term goals.
Old Result
Not taking or not qualifying for deductions. Overspending money on taxes year after year. Wasting time and money.
New Result
Creating the correct tax savings structures. Maximizing your deductions and even recovering overpaid money from previous years.
Key Insights
- Once you have income, you should optimize your taxes. This will help you move toward your goals even faster.
- You should always work with a CPA who actively invests in real estate and works with real estate investors. They will know the best way to save you money and may even be able to help you recover money from previous years.
- There are a lot of ways to save money on taxes. Some of the best are using tax savings tools like a Self-Directed IRA or Solo 401(k).
Make yourself invisible
Old Way
Holding assets in your name or with an LLC. Sharing your name, signature, and equity stake on public records for anyone to see.
New Way
Putting your assets into anonymous Land Trusts. Hiding your ownership and using a law firm as your public face for further protection.
Old Result
Making it easy for would-be litigators to see how much equity you have and decide whether you are worth suing. Getting sued and losing.
New Result
Preventing lawsuits before they begin by removing your information from the public domain and making it risky to sue you.
Key Insights
- Lawsuits are a business. Litigation attorneys often work for free or cheap and split the reward. You need to demotivate them. The best way to do this is to look like a beggar - because nobody sues beggars.
- Property ownership is part of the public domain for everyone to see. Trusts don't need to disclose their members. So by owning your property with a Trust, it will simply show the Trust name - your name will never appear. This is how you look like a beggar.
- You can use a law firm to be your public face. This sends a clear signal to any would-be litigators that not only do you have asset protection in place (via the Trust), but you have done it professionally.
Protect your piggy bank & credit
Old Way
Doing business in your own name. Singing contracts as yourself. Paying for services and supplies with your personal funds.
New Way
Forming an LLC, setting up a business banking account, and doing all transactions as a business.
Old Result
Being personally liable for everything. If a judgment is made against you, it will come out of your net worth and will impact your credit score.
New Result
Having your business be liable. If it gets sued, you will be protected. They won’t be able to come after your savings account and it won’t impact your credit score.
Key Insights
- You should never do business in your personal name. This opens you up to unlimited liability - you literally have zero protection in place.
- If you are sued and lose, you could lose everything and it could wipe out your credit score. The cost-benefit analysis should be obvious.
- Insurance won’t save you. What happens if you get in a car accident while driving home from work? As long as your personal life and business life are mixed, you could lose everything at any time for almost any reason.
Split your business & assets
Old Way
Holding your assets in the same entity you use to sign contracts and pay for services. Putting all your eggs in one basket.
New Way
Using an Operations Company to manage your day-to-day business affairs and an Holding Company to hold your assets.
Old Result
Creating a jackpot scenario where a single lawsuit could still wipe out your entire portfolio and cost you years of work.
New Result
Limiting your exposure by holding assets separate from your business. If your business gets sued, you lose nothing and can easily create a new one.
Key Insights
- Create an Operating Company to sign contracts and pay bills. This is like your own property management company.
- Create an Asset Holding Company to hold assets separately. This prevents lawsuits against the business from wiping out your entire portfolio.
- If your Operations Company gets sued, you won’t lose anything and can replace it easily by creating a new LLC.
- Never do business with your Asset Holding Company. This should be invisible for all intents and purposes so that people can’t sue it even if they wanted to.
Hold each asset separately
Old Way
Holding all your assets with the same company.
New Way
Holding each asset individually in it’ own, isolated container company.
Old Result
Losing your entire portfolio if a judgment is made against your Asset Holding Company.
New Result
Limiting your exposure to one asset. Even if you lose that asset, you won’t risk your entire portfolio.
Key Insights
- An Asset Holding Company is designed to have a parent with multiple children. Each child company should hold one, and only one, asset. This way you have a “firewall” in place to prevent a judgment against one property from spilling over into your entire portfolio.
- Not all Asset Holding Companies are made equal. The Series LLC and Delaware Statutory Trust are the most scalable, secure, and affordable options on the market. Most attorneys don’t offer these and prefer to use more expensive options.
- Good Asset Holding Companies allow you to scale with very little overhead. The Series LLC allows you to have separate children holding each asset, but still lets you manage your taxes and books as if they were a single company.
- A college buddy of mine lost $3 million from a single lawsuit. He didn’t have the correct protection in place and as a result his net worth was wiped out virtually overnight. Don’t let this happen to you.
Get the right insurance
Old Way
Buying insurance you saw on a funny commercial or comparing quotes from 2-3 providers. Getting generic coverage that doesn't take your situation into consideration.
New Way
Working with a real estate investor specific brokerage to determine the correct coverage. Getting bids from up to 90 different providers.
Old Result
Overpaying on insurance. Finding you have the wrong coverage in place when you need to use it.
New Result
Paying for exactly what you need and having the correct coverage in place.
Key Insights
- Use a real estate specific brokerage instead of a generic provider - they will help you get the right coverage from the right company at the right price.
- Pay for what you need. Consult your broker to find out how much coverage you should have.
- Set up an umbrella policy.
- Review multiple providers so you find the best fit.
Free up your time
Old Way
Setting up a registered agent. Filing yearly taxes and reports. Staying up to date with tax code and requirements.
New Way
Using a law firm to set up and manage your business back end. Offloading the busywork and focusing on making deals.
Old Result
Wasting time and money trying to maintain your legal structures. Or you make mistakes and lose your legal protection.
New Result
Resting easy knowing everything is taken care of. Spending more time finding and vetting deals to move you forward.
Key Insights
- You could file taxes, reports, and manage all the 3rd party services yourself, but is it really worth it? Investing that time into education will have a 10x ROI.
- Even if you do try to manage things on your own, you could make mistakes that could invalidate your legal protection and expose you to unlimited liability. Why take the risk?
Pass your wealth on
Old Way
Focusing on life right now and not planning for the future.
New Way
Planning for the future and ensuring your loved ones are provided for no matter what happens.
Old Result
Dying or becomming incapacitated. Your family can’t legally access your accounts or manage your estate. Your assets are frozen while they go through Probate, which takes time. Everybody knows who got what.
New Result
Avoiding Probate and keeping your assets fully functional at all times. Protecting the privacy of your heirs and beneficiaries. Creating a plan for how your assets should be distributed to create generational wealth.
Key Insights
- Estate Planning is one of those things everybody knows is important, but likes to put off. But did you know that simply going through the process can alleviate a lot of stress about the future? Most people are extremely happy to finally check this off their to-do list.
- Over 2/3rds of family owned businesses don’t survive into the 2nd generation because there was no plan in place. If you want your children to take over a fully functional business, then you should think about how that will actually happen to make sure your hard work doesn’t vanish when you’re no longer around.
- Your assets will be frozen if they go through Probate. This can make it hard on your family to pay for bills and keep things functional while waiting months for the assets to clear.
- Probate is public, so everybody will know who gets your assets. An Estate Plan will protect your loved ones’ privacy and adds yet another level of protection and privacy to your Asset Protection structure.
What Are Your Options?
Do It Yourself
You’re smart, you could do this yourself. But is it really worth it?
Total Cost
Hundreds of hours and thousands of dollars.
Work With Other Providers
Agencies are limited & don’t care about your bottom line.
Total Cost
$10k set up and $2k annual fees.
Work With Us!
An growth consultant is invested in your success. Literally!
Total Cost
A fraction of the time and money.
For Single Family Home Investors
Again, this for single family home investors with 2-6 properties who want to build a real estate portfolio but are worried about getting sued and losing everything.
Over 2,000 Real Estate Investors in all 50 states have used us to achieve fantastic results
What You Get
Here's what's going to happen when you work with us:
You will be able to find better deals and make progress faster.
You can finally stop overpaying taxes and you might even make money back.
You can forget about getting sued and sleep easy at night.
You will feel confident and have peace of mind because you know you are protected.
You can even create generational wealth and pass on your legacy to your kids.
How It Works
Growth Mentorship
Before, when you wanted to make great deals, you would have to rely on your own knowledge and hope you did everything right. But now, you can use this simple Growth Mentoring program to learn how to make great deals without making mistakes and learning the hard way. Do you see how easy that is?
Royal Tax
Before, when you wanted to save money on taxes, you would have to talk to come up with your own real estate specific tax strategy and educate your local CPA. But now, you can use Royal Tax to audit your tax strategy and possibly even get money back without having to spend countless hours researching tax or double checking your CPA.
Privacy Shield
Before, when you wanted to make yourself anonymous, you would have to form a Trust, designate a Trustee, and hope nobody connects the dots. But now, you can use our simple Privacy Shield service to have our attorneys act as your public face without creating an obvious paper trail back to you.
Operating Company
Before, when you wanted to manage your company, you would have to sign contracts in your own name and pay bills with personal funds. But now, you can use an Operating Company to act as your own property management company so your personal net worth and credit score are protected from lawsuits.
Asset Holding Company
Before, when you wanted to acquire assets, you would purchase and store them inside of an LLC, creating a jackpot scenario where you could lose everything. But now, you can use an Asset Holding Company to hold your assets separate from your business so you don’t have all your eggs in one basket.
Asset Transfers
Before, when you wanted to protect your assets individually, you would have to create separate LLCs, bank accounts, bookkeeping records, and tax accounts for each asset. But now, you can use our Asset Transfer service to create child entities within your asset holding structure so you can protect your assets individually without creating an administrative nightmare.
Royal Insurance
Before, when you wanted to get insurance, you would review a couple national providers and pick whichever one was cheapest or had the funniest commercial. But now, you can use Royal Insurance to help you find the correct coverage for your needs and choose from dozens of real estate specific plans without having to figure everything out on your own.
Legal Compliance
Before, when you wanted to avoid invalidating your legal structures and protected status, you would have to keep up with all changes to tax and legal codes in every state and hope you don’t make any mistakes. But now, you can use our simple Legal Compliance service to keep everything running smoothly and legally without worrying about a lawsuit piercing your corporate veil.
Estate Plan
Before, when you wanted to pass on your wealth, you would have to hope your family figured it out when you’re no longer around. But now, you can use a simple Estate Plan to distribute your estate the way you want while maintaining privacy for your heirs and without having your assets frozen in Probate.
Offer
Now if you wanted to set up this type of asset protection and tax savings structure before, it would cost you hundreds of hours to research or you would have to pay +$10k and thousands in yearly upkeep.
We are only a fraction of that price.
Here’s what you get:
Growth Mentorship. This will help you to learn faster and make better deals.
Royal Tax. This will help you stop paying an arm and a leg in taxes and maybe even get you some dollars back.
Privacy Shield. This will help you achieve true anonymity with attorney-client privilege.
Operating Company. This will protect your personal wealth and credit score from lawsuits.
Asset Holding Company. This will separate your business so a lawsuit against your company can't touch your assets.
Asset Transfers. This will isolate your assets so a lawsuit can't wipe out your entire portfolio.
Royal Insurance. This will help you find the correct coverage for your needs from a real estate specific provider.
Legal Compliance. This will keep everything up to date so nobody can pierce your corporate veil.
Estate Plan. This will prevent your assets being frozen during Probate and give anonymity to your heirs.
All you need to do is schedule a meeting.
Warning: Limited Seats
We can only take 25 new clients a month because we aren't a document mill and have actual paralegals and attorneys who are customizing your structure and communicating with you regularly. So make sure you act now or you will end up on the waiting list while your assets are exposed and you waste time and money on inefficient solutions.
Get A Free Royal Life Planner
Now because you are reading this page, we are going to do something extremely special:
For a limited time, we are going to offer you our Royal Life Planner, worth $110, for no charge if you take action now.
The Little Blue Book
Design Your Life
With A Daily Planner
There Is Zero Risk!
Of course we back everything up with an unlimited 14-day refund guarantee. Meaning if we don’t deliver on our promises, you don’t pay a dime.
How To Get Started
So let’s summarize this offer:
You get:
- Better deals through Growth Mentoring
- Save on taxes with Royal Tax
- Anonymity protection with our Privacy Shield
- Personal liability protection through an Operating Company
- Separation of business and assets through an Asset Holding Company
- Isolation of each asset using our Asset Transfer service
- Correct insurance coverage with Royal Insurance
- Securing the corporate veil with our Legal Compliance service
- Protecting your assets & heirs from Probate with Estate Planning
We'll throw in a free Royal Life planner when you sign up.
Just remember, we can only take 25 new clients a month because this is a real solution backed by real people, not one of those generic document mills.
There is literally zero risk - you have 14 days to cancel your order, no questions asked.
All you need to do is schedule a call.
Frequently Asked Questions
Best Practices
Through an anonymous trust that can own the LLC itself, as well as serve as title holding trusts for the real estate asset you wish to protect. The anonymous trust is the member listed on the filing and since it is a private document and it is not filed with the state, anybody researching the owner or beneficiary of the trust will be unable to find that information in the public records.
Either address is fine. But we recommend using a Texas mailing address, so that it cannot be linked back to you personally. The parent LLC must file annual reports and tax returns, among other paperwork. For clarification, please use Scott’s business address for anything of public record. You may use your address for anything private, such as bank statements, credit cards, etc.
No, just the standard information to set up a business bank account. However, a series can have its own bank account and credit card if, and only if, you are accounting for the money separately for each series. If you think you are going to get sloppy with your accounting, then it is important to have separate bank accounts and separate credit cards. If the series is operating under a DBA, then the DBA name can be used for the bank account.
Yes, always have insurance. Insurance gets rid of the nuisance lawsuits like the slip and falls on your front porch. The company structure protects you from the big lawsuits that would wipe you out.
Tax documents will be sent to the address of the grantee on the deed. In the instance where the attorney address is listed as the address of the trust, the client should contact the county tax assessor’s office and update the address to the client’s address so that they can receive the tax bills directly.
Always set these agreements up between the holding company (the individual series) and the vendor. The purpose is to create asset protection through anonymity, so using your individual name may defeat that purpose.
The instructions for obtaining an EIN by internet, mail, telephone, or fax, are found at this link: www.irs.gov/businesses/small-businesses-self-employed/how-to-apply-for-an-ein
Traditional LLCs
Homestead property is already protected under statute, but the value of the home may be more than the statutory protection. If the value of the home is less, then leave it alone. If it is more, then you should consider removing the equity in the property that is above the statutorily protected amount.
You move money from your personal account into the LLC bank account as a capital contribution.
Example scenario: Real Estate Business LLC with a “doing business as” registration of REI Investors
Example title: Scott Smith, managing member of Real Estate Business LLC, DBA REI Investors
Example title: Scott Smith, managing member of Real Estate Business LLC, DBA REI Investors
Example scenario: Real Estate Business LLC with a “doing business as” registration of REI Investors
Example title: Scott Smith, managing member of Real Estate Business LLC, DBA REI Investors
Example title: Scott Smith, managing member of Real Estate Business LLC, DBA REI Investors
Example scenario: Real Estate Business LLC
Example title: Scott Smith, managing member of Real Estate Business LLC
Example title: Scott Smith, managing member of Real Estate Business LLC
Example scenario: Real Estate Business LLC which has the registered member and owner as real estate business agent trust, and Scott Smith as trustee.
Example title: Scott Smith, trustee of Real Estate Business agent trust, managing member of Real Estate Business LLC
Example title: Scott Smith, trustee of Real Estate Business agent trust, managing member of Real Estate Business LLC
If you want anonymity, don’t include a name that will connect with you personally. Otherwise, the name does not matter. The purpose of the anonymity is to make it harder for you to be found, thus protecting your assets.
You will move money from the LLC bank account to your personal account and you will record it in your accounting as a dividend or distribution to the members of the LLC.
Always set these agreements up between the holding company (the individual series) and the vendor. The purpose is to create asset protection through anonymity, so using your individual name may defeat that purpose.
The instructions for obtaining an EIN by internet, mail, telephone, or fax, are found at this link: www.irs.gov/businesses/small-businesses-self-employed/how-to-apply-for-an-ein
You should try to use your individual names as little as possible. One of the reasons for this type of structure is asset protection through anonymity.
Texas only requires a yearly franchise tax filing–filed online with the comptroller. Otherwise no annual requirements are there unless the law changes.
It offers anonymity, lawsuit protection, compartmentalized liabilities, and it may reduce operating costs and streamline administration.
Series LLCs
A Series LLC is a unique form of limited liability company that provides protection from liability across multiple “child” Series, within each main “parent” Series LLC protected from liabilities arising from the other Series. Each “child” Series is treated as if it were its own LLC for liability purposes.
Easy. The Series is a private document that you create on your desktop, sign, and store in your safe.
The Series LLC is legally controlled by the anonymous trust, through a trustee. Any money generated by the company is split by the “beneficiary(s)” designated in the trust. This way, one partner can manage the company while the other partner(s) split profits evenly.
The presumption in American business is that legal entities (such as LLCs and corporations) of one state should be upheld in the other states.
The Series LLC structure we use is either a disregarded entity (individual or spousal ownership) or is classified as a partnership (if two non-spouse co-owners). A disregarded entity will simply report the income on the Schedule E of the personal income tax return of the solo owner. If there are non-spousal co-owners, then a partnership return must be filed on behalf of the LLC.
If you don’t manage it correctly all of the series can collapse into one and everything that we thought we have accomplished by isolating each of the assets–now it goes out of the window. Now we have one big pot of money for them to go after.
You are the Trustee of Series LLC.
Any real property that you own should be held in the Series LLC. We recommend that all property be held anonymously through a land trust – if someone can find it they might sue for it.
The Series LLC has one EIN number and should be treated for tax purposes as if it were one entity (though it has the liability protections as if it were many separate entities). Typically, only one type of income should be held in each series llc (e.x. Rental income from investment properties should be held in a separate Series LLC than active “fix and flip” income).
This will depend on your own record keeping abilities. A series can have its own bank account and credit card if, and only if, you are accounting for the money separately for each series.
You will need to contact your insurance agent and add the entity as an additional insured.
Land Trusts
A land trust is a trust that holds a piece of land–it’s as simple as that. In a land trust used in conjunction with a Series LLC, the series will be the grantor and beneficiary. The client will be the trustee in charge of managing the assets of the trust.
Trust agreements and operating agreements are not legally required to be notarized. However, some clients wish to notarize them for a sense of added security.
Any address you list on a deed is public information and you will want to use an address that does not go back to you directly. P.O. boxes are often not allowed, so we recommend either USPS address or the attorney address to be listed for the trust.
Always set these agreements up between the holding company (the individual series) and the vendor. The purpose is to create asset protection through anonymity, so using your individual name may defeat that purpose.
Trust documents are private and they do not require public disclosures in most cases. Even where public disclosures are required, the penalty for failure to do so is negligible and is outweighed by the benefit of having privacy. You can modify the trust per the terms dictated in the trust agreement by issuing resolutions of the trust.
Yes, every property should be held in its own land trust titled in the name of the property. If the property is located at 123 Main St., then it will be held in the 123 Main St. Trust
Bylaws are used to govern a company. They are company specific, so it’s really up to you as to what you would like in them.
