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// operational sequence

How it works.

Seven steps from first contact to ongoing compliance. Standard formation takes 5-7 business days. Rush processing (24-48 hours) available for $150. Every step is documented and trackable through your dashboard.

  1. Free 15-minute consultation

    Scoping call. No legal advice, no commitment.
    • We discuss your goals: property type, state, privacy concerns, timeline.
    • We assess which tier fits your situation and whether an LLC is the right tool.
    • If an LLC is not the right structure, we will tell you. No upsell, no wasted money.
    • This is a scoping conversation, not legal advice. Attorney consultation happens after engagement.
  2. Tier recommendation

    We match the service to the problem.
    • Formation Only: you know what you need, you want clean execution.
    • Privacy Package: you want a defensible 2-layer structure with attorney validation and digital privacy.
    • Full Service: you need dedicated attorney time, title coordination, and a complete privacy audit.
    • We recommend two layers for most clients. We actively discourage 3-4 layer structures unless specifically justified (documented threats, public-figure status). More layers invite IRS scrutiny.
  3. Payment via Stripe

    Flat fee. No retainer billing, no hourly surprises.
    • One-time formation fee charged at the start of the engagement.
    • State filing fees passed through at cost on the receipt.
    • Annual renewal billed on the anniversary of formation.
    • All pricing is on the pricing page. No hidden fees surface later.
  4. KYC screening

    We verify identity. This protects both of us.
    • Government ID verification and OFAC/SDN list screening for every client.
    • This is a feature, not friction. It means every client in our system is verified and legitimate.
    • It protects you from association with bad actors using the same service.
    • We do not sell or share KYC data. It is held under engagement confidentiality.
  5. Formation initiated

    Standard: 5-7 business days. Rush: 24-48 hours ($150).
    • Articles of Organization filed with the Wyoming Secretary of State.
    • Our registered agent address appears on the public filing, not yours.
    • Privacy Package and Full Service: both LLCs formed (Wyoming holding + property-state entity).
    • Attorney consultation scheduled (Privacy Package: 30 min; Full Service: up to 2 hours).
    • Operating agreement delivered (template for Formation Only; attorney-drafted for higher tiers).
    • EIN obtained from the IRS.
  6. Dashboard provisioned

    Your entities, documents, and compliance calendar in one place.
    • Entity management: visualize your LLC structure, track formation status.
    • Document vault: operating agreements, EIN letters, articles of organization.
    • Compliance calendar: automated reminders for annual reports, registered agent renewals.
    • Privacy Package and above: data broker removal status, public records monitoring.
  7. Ongoing compliance and monitoring

    The structure is only as private as the maintenance.
    • Annual Wyoming report filed on your behalf. Your name never appears.
    • Registered agent service renewed. No missed deadlines, no public default.
    • Data broker monitoring: re-removal sweeps catch re-listings (Privacy Package and above).
    • Full Service: 30-minute annual attorney review included in renewal.
    • Compliance reminders via email for all tiers.

What we do not do.

  • We do not hide assets from courts, judgments, or the IRS. This is privacy from public records, not concealment from legal process.
  • Formation staff do not provide legal advice. All legal advisory comes from a licensed attorney under a separate engagement.
  • We do not promise permanent privacy. Regulations change. We keep you informed and adapt your structure when needed.
  • We do not recommend 3-4 layer LLC structures for typical clients. Two layers is the defensible standard. More layers invite scrutiny.