LLC Organization for Real Estate Ownership Package (CA Only)

$3,000.00

This flat-fee service is designed for individuals, families, or small ownership groups who want to hold California real estate in a limited liability company and want the entity structured and set up correctly from the start for straightforward ownership and operation.

Using an LLC without a properly tailored operating agreement often creates more problems than it solves. This package provides the formation of a California LLC and a professionally prepared operating agreement designed specifically for real estate ownership, addressing ownership structure, management, decision-making, transfers, and exit rights for a typical real estate holding company, such as one used to own a rental property or a small commercial property.

This package is intended for standard ownership structures. It is not designed for multi-investor offerings, complex capitalization tables, specialty purpose entities, or transactions involving subscription agreements, private offerings, or securities-style structures. If your project involves those types of complexities, we are happy to discuss a custom engagement and pricing.

The package also includes the entity registration, a minute book, and preparation and filing of the first Statement of Information, along with routine setup materials. We prepare the documents based on your ownership structure and business terms and include a consultation to review the structure, explain the key provisions, and answer questions before everything is finalized.

What This Service Includes

This flat-fee service includes formation of a California limited liability company and preparation of an operating agreement tailored for holding real estate in a standard ownership structure. The operating agreement typically addresses ownership percentages, management and voting rights, capital contributions, allocation of expenses, transfer restrictions, buy-out or exit provisions, and dispute resolution mechanisms appropriate for a typical real estate holding LLC.

The package also includes entity registration with the State of California, preparation of a minute book and routine organizational documents, and preparation and filing of the initial Statement of Information. Routine filing fees and standard setup materials are included in the flat fee.

This service is intended for straightforward real estate holding entities, such as those used to own rental properties or small commercial properties. It does not cover complex multi-investor structures, layered ownership, specialty purpose vehicles, syndications, or offerings that require subscription agreements, offering materials, or securities compliance. Those matters require a separate engagement and custom pricing.

The service includes a consultation to review the structure and documents, explain the key provisions in plain English, and answer questions so you understand how the entity is set up and how it is intended to operate.

How It Works

After you engage us, you will complete a guided intake and provide the basic ownership and structure information. We will form the LLC, prepare the operating agreement and organizational documents, and handle the initial filings. Once the draft operating agreement is ready, we will schedule a consultation to review the structure, explain the documents, and answer questions. After that review, we will finalize the documents and deliver the completed entity package to you.

What This Service Does Not Include

This service is limited to California entities only and to standard real estate holding company structures. It does not include tax advice, accounting services, estate planning, securities or investment compliance advice, or negotiation among members. It also does not include transferring property into or out of the LLC, communicating with lenders, or addressing due-on-sale or loan consent issues.

Projects involving multiple outside investors, complex capitalization structures, layered entities, specialty purpose vehicles, syndications, subscription agreements, or offering documents are outside the scope of this flat-fee package and require a separate engagement with custom pricing.