You design the plan. We hold the structure together
Your clients hold assets in holding companies, trust-owned LLCs, family entities, and real estate, and every one of those has to be formed and kept compliant year after year. Partner with File.Business to set up and maintain those structures under your firm, without turning your practice into a filing shop.
A great plan falls apart if the entities lapse
The estate attorney designs a beautiful structure, the client signs, and then the LLCs a trust owns and the holding company over the portfolio have to keep filing annual reports and paying registered agents in every state, forever. When one lapses, the protection the plan was built on quietly breaks, and you are the advisor the client calls.
File.Business is the layer beneath the plan. The attorney and CPA design it; we form the entities and keep every one compliant across states, under your firm, so the structure your client paid for actually holds.
- Entities that lapse after year one
- Registered agents quietly expiring
- Annual reports missed in a few states
- No single view of the client's entities
- The advisor left to explain the gap
- Every entity formed correctly
- Registered agents active in each state
- Annual reports filed on time
- The whole structure in one workspace
- The plan holds, under your firm
Pick a structure, see what we set up
From a holding company to a trust-owned LLC, choose the one your client needs and see exactly what File.Business forms and maintains beneath the plan.
The client's attorney and CPA design the structure and the tax treatment. File.Business forms the entities and keeps them compliant beneath it. See the multi-entity dashboard.
The full formation and compliance layer, under your firm
All handled by File.Business, coordinated with the client's attorney and CPA.
Entity formation
Holding, trust-owned, and family
Registered agent
In every state a client operates
Annual reports
Filed on time across the book
Real estate entities
Per-property and series LLCs
Multi-state
Register wherever assets sit
EINs
For each entity in the structure
Portfolio view
Every client entity in one place
Compliance calendar
Renewals across the book
From the plan on paper to entities that stay compliant
Five steps, in the right order. Select one to see the detail.
Set up your partner workspace
We create your firm's workspace, add your team, and apply your branding under white-label, so entity setup and compliance become part of your service.
Your workspace, your brand.Take the plan the advisors designed
The client's attorney and CPA design the structure and its tax treatment. You hand us the plan, and we translate it into the entities that need forming, in the right states.
Design stays with the specialists.Form the entities
We form the holding company, the LLCs a trust owns, the family entity, and the real estate holding companies, title membership correctly, and set the registered agent in each state.
Formed and titled, in every state. Registered agent.Maintain compliance across states
Every entity's annual report and registered agent renewal is filed on time, in every state, so the structure never quietly lapses the way it does when nobody is watching it.
Renewals filed, nothing lapses. On one calendar.Oversee the whole book
Every client's entities sit in one portfolio view, so you and your team see status at a glance across a book of complex clients, and you earn revenue share or margin on the work.
The whole book in one view. Portfolio view.Built to maintain the structure, not to give advice
Most options either give up on maintenance or overstep into planning. Here is the difference.
| Capability | File.Business | Client does it | Generic filer | Big registered agent |
|---|---|---|---|---|
| Forms the whole structure | Piecemeal | One at a time | One at a time | |
| Maintains every entity across states | No | No | Add-on | |
| One view of the client's entities | No | No | Limited | |
| Runs under your firm's brand | No | No | No | |
| Stays out of legal and tax advice | Blurs it | |||
| Transparent, published pricing | Varies | Per filing | Quote |
The honest version. The estate attorney and the CPA design the plan and nothing here is legal or tax advice. What File.Business does is form and maintain the entities that carry the plan, under your firm, so the structure your client paid for holds. Compare on the comparison hub.
An operator who knows the structure playbook
Ask in plain English. BosAI knows the entities beneath a plan, and what stays with the attorney.
My client's attorney set up a trust that should own an LLC holding a rental. Can you handle the LLC?
This client has entities in four states. How do I keep them all current?
Do these entities have to file beneficial ownership reports?
The plan we built actually stayed intact
We would design a lovely structure with a client's attorney, and two years later an LLC had lapsed in one state and the whole thing had a hole in it, and I was the one explaining why. Now File.Business forms and maintains every entity under our brand, and I can see a client's whole structure in one view. The plans we build finally stay built, and I am not chasing state renewals I was never equipped to track.
Representative composite based on partner firm outcomes. Nothing here is legal or tax advice; consult your professionals for your situation.
The structures, the filings, and the oversight
Practical resources for maintaining client entity structures. All free to read.
Straight answers on structures, scope, and brand
Do you replace the client's estate attorney?
What structures can you set up for my clients?
How do I keep dozens of client entities compliant?
Can this run under my firm's brand?
How does a trust-owned LLC work?
What about beneficial ownership reporting for these entities?
Is client data handled securely?
How do I get started?
Keep the plan intact long after it is signed
Set up your workspace, bring in client structures, and let us form and maintain every entity under your firm. Talk with our partnerships team to get set up.