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Asset Holding Strategies

Anonymity Strategies

Tax Savings Strategies

Frequently Asked Questions

Best Practices

How is anonymity achieved?

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.

Should I use your Texas address if I'm in a different state?

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.

Do I need any special information to set up my business bank account?

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.

Do I need insurance?

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.

Where will my tax documents be sent?

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.

What is the protocol for operating my company?

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.

How do I obtain an EIN for my bank account?

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

Should my homstead property be in an LLC?

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.

How do I move money into the LLC?

You move money from your personal account into the LLC bank account as a capital contribution.

How do I sign on behalf of an LLC doing business under a DBA?

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

How do I sign on behalf of an LLC doing business under a DBA?

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

How do I sign for an LLC that I personally own?

Example scenario: Real Estate Business LLC

Example title: Scott Smith, managing member of Real Estate Business LLC

How do I sign for an LLC that is owned by a trust, of which I am the trustee?

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

What should I name my LLC or DBA?

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.

How do I pay myself from the LLC?

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.

What is the protocol for operating my company?

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.

How do I obtain an EIN for my bank account?

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

This will be a cash purchase, should we use the LLCs name or our individual names?

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.

What is required to be done annually for an LLC?

Texas only requires a yearly franchise tax filing–filed online with the comptroller. Otherwise no annual requirements are there unless the law changes.

Why is a Series LLC better than a traditional LLC?

It offers anonymity, lawsuit protection, compartmentalized liabilities, and it may reduce operating costs and streamline administration.

Series LLCs

What is a Series LLC?

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.

How do I create a Series LLC?

Easy. The Series is a private document that you create on your desktop, sign, and store in your safe.

Who controls the Series LLC?

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.

Will the Series LLC in one state hold up in a different state?

The presumption in American business is that legal entities (such as LLCs and corporations) of one state should be upheld in the other states.

How do I report taxes from the Series LLC?

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.

Why is the accounting so important?

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.

What is my title in the Series LLC?

You are the Trustee of Series LLC.

Which real property should be held in the 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.

What assets can be held in the same Series LLC?

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).

Does each Series need its own bank account and credit card?

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.

How do I insure a property once it is transferred into the Series LLC?

You will need to contact your insurance agent and add the entity as an additional insured.

Land Trusts

What is a Land Trust?

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.

Should I get the Operating Agreement or Trust Agreement notarized at the bank?

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.

What address should I use for the Land Trust when I am recording a Deed?

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.

How do I set up insurance with a Land 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.

Are Trust documents public or private?

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.

Should I have a separate Land Trust for each property?

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

Why do Trust documents reference a board of Trustee bylaws?

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.

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.
Paige Panzarello
The Cashflow Chick

Start Date
07/09/2016

Timeline
2.5 months

Investments
Fix-and-Flip, JV Deals, Non-Performing Notes

Defense
Delaware Statutory Trust

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How 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.
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.
Chris Tubbs
IT Systems Analyst

Start Date
06/12/2018

Timeline
6 weeks

Investments
Buy-and-Hold - 4 Plex

Defense
Series LLC, LLC, Estate Plan

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How 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.
Sean Kiess
KC Investments

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

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How 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.
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.
Daniel Ramsey
My OutDesk

Investments
Residential & Commercial, Buy-And-Hold, Fix-And-Flip, Development

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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.
Christopher Pound
Phrish Holdings

Start Date
06/05/2018

Timeline
3.5 months

Investments
Buy-And-Hold, Turnkey Process

Defense
Series LLC, Estate Plan

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From 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.
Scott Sutherland
Reality Stake

Investments
Real Estate Broker, Short & Long Term Vacation Rentals

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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.
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)

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How 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.
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

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How 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.
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

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How 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.
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

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How 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.
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.
Tanner Landry
The Landry's Buy Houses

Start Date
03/01/2018

Timeline
1 Month

Investments
Buy-and-Hold, Wholesaling

Defense
Series LLC

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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.
Constance Finch
Director of Accounting & Treasury

Start Date
March 2022

Investments
Long Term Buy-And-Hold

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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.
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.
Gilbert Guerra
G.L.Guerra Consulting, LLC

Start Date
03/04/2020

Timeline
1 Month

Investments
Fix-and-Flip

Defense
Series LLC, LLC

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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.
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.
Chris Weiler
Real Estate Investor

Investments
Buy-and-Hold, Fix-and-Flip

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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.
Axel Meierhoefer
PhD, Side Hustle

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

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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.
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.
Maria Spicer
Business Analysis

Start Date
07/30/2021

Timeline
2.5 Months

Investments
Rental, Cashflow

Defense
Series LLC, LLC, Estate Plan

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How 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
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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.
Shiyu Zhao
9-to-5

Start Date
04/30/2019

Timeline
3 Months

Investments
Single Family (1-4 Units), 6 Properties

Defense
Delaware Statutory Trust, LLC

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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!
Edwin Fisher
9-to-5

Investments
Single Family (1-4 units), 1 Property, Wants 10 Properties By 2023

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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.
Kenneth Blacow
9-to-5

Start Date
10/03/2018

Investments
Single Family (1-4 Units), 2 Properties

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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.
Alex Tomek
J West Properties

Start Date
10/09/2018

Timeline
2 Months

Investments
Single Family (1-4 Units)

Defense
Series LLC, LLC

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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.
Brandon Melendez
9-to-5

Start Date
11/09/2019

Timeline
2 Months

Investments
Single Family (1-4 units), 2 Properties

Defense
Series LLC, LLC

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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.
Brendon Woirhaye
470rent

Start Date
09/25/2019

Timeline
2 Months

Investments
Single Family (1-4 Units), 9 Properties

Defense
Delaware Statutory Trust, LLC

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