Texas Series LLC Formation Lawyer
At The Law Office of Nathaniel Gilbert, PLLC we help clients across Texas form Series LLCs to protect and organize their business and investment assets with maximum efficiency. Based in San Antonio and serving Dallas, Houston, Austin, Amarillo, Fort Worth, and surrounding areas, Nathaniel Gilbert is an experienced Series LLC formation attorney providing legal guidance in forming and structuring your business.
If you’re managing multiple properties, projects, or assets, a Series LLC may be the ideal structure to streamline your operations while shielding your assets from cross-liability.
Series LLC Formation Services in Texas
A Series LLC requires careful drafting and execution to ensure it meets Texas legal standards and functions as intended. Our services for forming your Series LLC include:
- Filing your Certificate of Formation with the statutory Series language
- Drafting a comprehensive Series LLC Operating Agreement and Buy-Sell Agreement
- Assisting in the creation and naming of individual Series within the LLC
- Advising on asset transfers, property deeds, and EIN setup for each Series
- Ongoing legal guidance as your Series LLC expands
From formation to implementation, we make sure your Series LLC is fully compliant and strategically built to support your investments.
How a Series LLC Works
A Texas Series LLC is best understood as a single entity (the “parent” LLC) that has the legal ability to create multiple, individually distinct, Series (like “subsidiary” entities). While these are not technically considered separate companies, each Series within the LLC can hold its own assets, incur its own liabilities, and operate independently, offering the functional benefits of separate LLCs without the cost of forming each one individually.
Creating the Texas Series LLC
The process begins by forming your Series LLC (the “parent” entity), such as “Best in Texas Investment Properties, LLC.” The Certificate of Formation must include specific provisions allowing for the formation of multiple Series, and the Operating Agreement must be carefully drafted to reflect those provisions. This foundational setup is critical to the Series structure functioning properly.
Creating Individual Series
Once your parent LLC is established, we can begin forming individual Series under it. These might be titled, for example, “Series A, LLC, a Series of Best in Texas Investment Properties, LLC, a Texas Series LLC.” While the names are long and not designed for public branding, they serve important legal and administrative functions, such as acquiring unique EINs for each Series (if necessary) and avoiding the need to file separate assumed name certificates.
Using the Series
With your Series LLC in place, you can start allocating assets to individual Series. For example, your ranch might be held in Series A, your rental home in Series B, and your townhome in Series C. It’s crucial that transfers of property are made specifically in the name of the Series receiving it, as noted in deeds and official documents. Each Series must be treated as a separate asset-holding vehicle to maintain its liability protection.
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Series LLC Formation Comparison
Working With Attorney Nate Gilbert
Work with one, highly experienced attorney, from start to finish on your project
Flat rate packages, established up front; That will always be your only payment!
Reach out directly to your attorney; One-on-one access to your attorney during your representation
Know you matter and won’t fall through the cracks– We don’t take on more clients than we can adequately serve at any time
Other Larger Firms
Chance of being passed around from senior partner, to associate, to another associate, or paralegal
Hourly rates, unknown fees or other surprises on your final bill – Every phone call has a ticking clock that you’re being charged for
Calling the main office line, leaving a message; Someone other than your attorney returning your phone call, or no one at all
Larger firms must take as many clients as possible, and there is a risk of your matter getting lost in the crowd
Why Create a Series LLC?
A Series LLC provides powerful advantages for investors and entrepreneurs managing multiple properties or ventures. It allows you to isolate risk by legally separating assets into distinct Series, meaning if one Series is sued or incurs debt, the others remain protected. This structure is especially popular among real estate investors, as it minimizes overhead while maximizing legal protection. Additionally, Texas is one of the few states with a robust legal framework that fully supports Series LLCs, making it a strong jurisdiction for this unique entity type.
Should I use a Registered Series?
For most investors, a Protected Series structure is the most advisable, while some may see the benefits provided by a Registered Series structure. Registered Series have several more requirements and formalities, such as naming and filing requirements, and are much more expensive and labor-intensive to form and maintain. They do, however, provide a higher level of liability protection for some “high-risk, high liability exposure” properties or businesses while still reducing the workload associated with multiple individual LLCs.
Is a Series LLC Right for You?
You may benefit from forming a Texas Series LLC if you:
- Own multiple real estate investments or rental properties
- Want to reduce administrative costs compared to forming multiple LLCs
- Need to limit liability exposure between assets without separate companies
- Have plans to grow and expand your real estate portfolio
Series LLC FOrmation Pricing
Texas Series LLC Formation
$1,500
Filing of the Articles of Organization with the Secretary of State of Texas- Including the required language for Series LLCs in Texas
Application for EIN (Federal Employer Identification Number)
Draft and Finalize Your Operating Agreement, including the statutorily required language for Series LLCs—This language is mandatory for all Texas Series LLCs.
Includes Formation of ONE Series, and filing of Assumed Name for Series with the State of Texas
Draft Organizational Resolution for your use throughout the life of the business
A memorandum on LLC liability protection, successful LLC management, and other important information for managing your business.
Does Not Include State Filing Fees
Start Your Texas Series LLC Today
Whether you’re building a real estate portfolio or diversifying your business operations, a Series LLC could offer the legal and financial flexibility you need. Contact The Law Office of Nathaniel Gilbert, PLLC to schedule your free consultation and take the first step in forming your Series LLC with confidence.
With offices in San Antonio and services throughout Texas—including Dallas, Houston, Austin, Amarillo and Fort Worth—we’re here to help you build a secure and scalable business structure.