Legal Services for Real Estate Professionals

We provide comprehensive legal support for agents. From business formation and operations to estate planning, we’ll handle the legal complexities so you can focus on your clients.

Our Services

Limited Liability Company (LLC)

A simple way to structure your business. An LLC helps protect your personal assets and provides more tax flexibility.

Most common for real estate agents!

Corporation

Similar to an LLC, a corporation is a business entity that helps protect personal assets but has more flexibility on ownership

Doing Business As (DBA)

For when you don’t want to create a new entity, just a new name.

Employer Identification Number (EIN)

Apply for an EIN for your business for less stress come tax season, additional privacy, and more.

Registered Agent Services

Stay in compliance with a registered agent for your LLC or Corporation

Trusts

Provide for your loved ones by planning for the future while avoiding probate court

Last Will & Testament

Provide for your loved ones by planning for the future

Business Formation

Limited Liability Company (LLC)

A simple way to structure your business. An LLC helps protect your personal assets and provides more tax flexibility.

Corporation

Similar to an LLC, a corporation is a business entity that helps protect personal assets but has more flexibility on ownership

Doing Business As (DBA)

For when you don’t want to create a new entity, just a new name.

Business Operations

Employer Identification Number (EIN)

Apply for an EIN for your business for less stress come tax season, additional privacy, and more.

Registered Agent Services

Stay in compliance with a registered agent for your LLC or Corporation

Estate Planning

Trusts

Provide for your loved ones by planning for the future while avoiding probate court

Last Will & Testament

Provide for your loved ones by planning for the future

Reasons for Real Estate Agents to Create a Business Entity

Personal Asset Protection

Having a separate entity can shield your personal assets from company liabilities.

Tax Flexibility & Savings

A business entity isn’t taxed the same way an individual person is. Rather than subjecting yourself to self-employment tax and risking an unexpected tax bill, creating a formal business entity allows you to maximize savings.

Professional Credibility

Operating through a formal structure can enhance your professional image and put yourself ahead of the competition.

Income & Expense Management

Using a dedicated bank account, having a business entity makes it easier to track your income and separate out expenses from your personal ones, setting you up for a less stressful tax season.

Launch with an industry leader in online business formations

Join the millions of business owners who have launched their business with RLTYco’s trusted partner, LegalZoom.

PRICING

BUSINESS OPERATIONS

LIMITED LIABILITY COMPANY (LLC)

A Limited Liability Company (LLC) is a type of business entity that provides its owners (known as “members”) with protection against liability for company obligations. The most popular among real estate agents, LLCs, typically have fewer recordkeeping, meeting, and reporting requirements than other entity types such as corporations.

Basic

$0

+ State Filing Fees

Pro

$224

+ State Filing Fees

Includes Basic Package PLUS:

Premium

$269

+ State Filing Fees

Includes Pro Package PLUS:

CORPORATION

Pro

$224

+ State Filing Fees

Includes Basic Package PLUS:

Doing Business As (DBA)

A “doing business as” (DBA) registration is a way to legally change the name of your business. Whether it includes a shortened version or a complete rename, a DBA registration is needed to properly continue operating your business.

Case Study

A real estate agent with a focus on suburban markets creates an LLC with the name “Suburban Family Realty LLC”. After a couple of years, the agent plans to expand their approach into condos or commercial properties. A DBA allows the agent to create a broader, more inclusive name to help reflect their expanded reach. All without complicated legal structuring.

Standard (Do It Yourself)

$99

+ State Filing Fees

Premium

$119

+ State Filing Fees

Unlimited 30 minute attorney consultations on new legal matters (first 30 days of subscription included)
Preliminary name search
DBA application filing
Publication of your DBA name
Proof of publication filing

Basic

$0

+ State Filing Fees

Pro

$224

+ State Filing Fees

Includes Basic Package PLUS:

Premium

$269

+ State Filing Fees

Includes Pro Package PLUS:

Pro

$224

+ State Filing Fees

Includes Basic Package PLUS:

Case Study

Standard (Do It Yourself)

$99

+ State Filing Fees

Premium

$119

+ State Filing Fees

Unlimited 30 minute attorney consultations on new legal matters (first 30 days of subscription included)
Preliminary name search
DBA application filing
Publication of your DBA name
Proof of publication filing

PRICING

BUSINESS OPERATIONS

Resources for ongoing compliance and management of your business as an agent

EIN Registration

Resources for ongoing compliance and management of your business as an agent

Why should I have an EIN as a Real Estate Agent

Steps to get your EIN

EIN (Federal Tax ID Number)

$79

Registered Agent Services

Free up your time and designate a registered agent for your business.

A registered agent is a service or person (over 18 years old) who is available during regular business hours at a physical address with the ability to receive critical mail and legal notices on behalf of a business. Almost every state requires a business to designate a registered agent with the Secretary of State’s office.

Registered Agent Benefits

Increased privacy  

By using a service, the registered agent’s address is listed publicly, not yours.

More Freedom  

Between open houses, tours, and meeting with clients, you don’t have the ability to stay in one place all day. A registered agent is required to be at the registered address Monday through Friday, for 8 hours a day to receive any notices and mail. Using a service allows you the freedom to continue operating your business, rather than be stuck at a desk all day.

Outsourced Compliance  

A registered agent service will notify you of any important notices or deadlines and help to keep you in compliance. Acting as your own means keeping track of these deadlines yourself and risk incurring penalties if missed.

Registered Agent Services

$249

/year

Alerts when important mail is received
Documents scanned and uploaded for digital access from anywhere
Email reminders about annual report deadlines
Unlimited cloud storage for all your  business documents
All paperwork needed to switch RAs completed for you, plus state fees covered

pricing

ESTATE PLANNING

Comprehensive estate plans for real estate agents. All at an affordable price.

What is a living trust?

A living trust is a legal document that states who you want to manage your affairs after your death or if you are unable due to disability.

Individuals

Basic Trust

$399

Living Trust
Pour-over will
Healthcare directive
Financial power of attorney
HIPAA authorization
Certificate of trust
Schedule of assets
Bill of transfer
30 day of free revisions
Printing & shipping of one set of documents

Premium Trust (Assist)

$549

Includes in Basic Trust PLUS:

Couples

Basic Trust

$499

Living Trust
2 Pour-over wills
2 Healthcare directives
2 Financial powers of attorney
2 HIPAA authorizations
Certificate of trust
Schedule of assets
Bill of transfer
30 day of free revisions
Printing & shipping of one set of documents

Premium Trust (Assist)

$649

Includes in Basic Trust PLUS:

What is a Last Will & Testament?

A last will and testament is a legal document that specifies how you want your assets and property to be distributed in the event of your death.

Individuals

Basic Will

$99

Last will & testament
Healthcare directive
Financial power of attorney
HIPAA authorization
30 days of free revisions
Printing & shipping of one set of documents

Premium Will

$249

Includes in Basic Trust PLUS:

Couples

Basic Will

$199

2 Last will & testaments
2 Healthcare directives
2 Financial powers of attorney
2 HIPAA authorizations
30 days of free revisions
Printing & shipping of one set of documents

Premium Will

$349

Includes in Basic Will PLUS:

Trusts

What is a living trust?

A living trust is a legal document that states who you want to manage your affairs after your death or if you are unable due to disability.

Individuals

Basic Trust

$399

Living Trust
Pour-over will
Healthcare directive
Financial power of attorney
HIPAA authorization
Certificate of trust
Schedule of assets
Bill of transfer
30 day of free revisions
Printing & shipping of one set of documents

Premium Trust (Assist)

$549

Includes in Basic Trust PLUS:

Couples

Basic Trust

$499

Living Trust
2 Pour-over wills
2 Healthcare directives
2 Financial powers of attorney
2 HIPAA authorizations
Certificate of trust
Schedule of assets
Bill of transfer
30 day of free revisions
Printing & shipping of one set of documents

Premium Trust (Assist)

$649

Includes in Basic Trust PLUS:

Wills

What is a Last Will & Testament?

A last will and testament is a legal document that specifies how you want your assets and property to be distributed in the event of your death.

Individuals

Basic Will

$99

Premium Will

$249

Includes in Basic Trust PLUS:

Couples

Basic Will

$199

Premium Will

$349

Includes in Basic Trust PLUS:

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CONTACT US

Our mission is to provide real estate professionals with the knowledge, resources, and support they need to excel in their careers while navigating the intricate landscape of regulations and compliance.

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