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Sandbox Step 3 · Entity Formation

Open an LLC or S‑Corp owned by your trust

Pooling assets is step one. Step two is usually forming an operating entity that does the actual business — collecting rent, signing contracts, paying vendors — while the trust quietly sits on top as the owner. This sandbox shows exactly how that ownership is named on the paperwork.

Sample documents only. The drafts produced here are educational templates, not legal advice and not for filing. State filing requirements vary; engage a licensed attorney before forming a real entity.
Liability separation

Tenants sue the LLC, not the trust. The trust's other assets stay shielded behind the entity's corporate veil.

Operational clarity

The entity signs leases, opens bank accounts, and pays employees. The trust just receives distributions as the owner.

Clean tax flow

LLC profits flow up to the trust as distributions. S-Corp profits flow up as K-1 income to the trust as shareholder.

Step 1

Pick the entity type

Both can be wholly owned by the trust. The choice is mostly about how profits are taxed and how formal the governance is.

Step 2

Trust on the paperwork

These are the exact strings that appear in every signature block, member roster, and ownership ledger.

Step 3

Entity details

Will appear as Sample Community Holdings, LLC

Document preview

Articles of Organization

SAMPLE — Not for filing
=========================================================
   SAMPLE — ARTICLES OF ORGANIZATION
   SAMPLE COMMUNITY HOLDINGS, LLC
   State of West Virginia
   *** NOT FOR FILING — EDUCATIONAL TEMPLATE ***
=========================================================

ARTICLE I — NAME
The name of the limited liability company is:
   Sample Community Holdings, LLC

ARTICLE II — PURPOSE
The purpose of the Company is:
   Owning and operating residential rental real estate for the benefit of the trust beneficiaries.

ARTICLE III — REGISTERED AGENT
The registered agent of the Company in the State of
West Virginia is:
   Acme Registered Agent Services, Inc.

ARTICLE IV — MEMBERSHIP
The Company shall have one (1) Member, which shall be the
Trust identified in the Trust Ownership Summary attached
hereto. The Trust shall hold one hundred percent (100%) of
the membership interests of the Company.

ARTICLE V — MANAGEMENT
The Company shall be Manager-managed. The initial Manager
shall be the Trustee of the sole Member, acting in the
Trustee's fiduciary capacity.

ARTICLE VI — DURATION
The duration of the Company is perpetual.

ARTICLE VII — INDEMNIFICATION
The Company shall indemnify its Manager and the Trustee of
its sole Member to the fullest extent permitted by the laws
of the State of West Virginia.

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Generated by the Financial Freedom Simulator
*** SAMPLE — DO NOT FILE WITH THE SECRETARY OF STATE ***
=========================================================

Educational simulator · Not legal, tax, or investment advice