TRUSTS AND LLCs

Transferring Property Ownership to an LLC or Trust

If you are considering transferring ownership of your investment property from your personal name to a new LLC or Trust (entity), this guide outlines the basic steps.


Please note that Holland Properties, Inc. (HP) is not legal counsel, and it is recommended that you consult an attorney during this process.

Steps to Complete the Transfer

Create and Register your entity

Form your entity and register it with the Secretary of State. Most people consult with an attorney for this step.

Transfer Ownership

Work with your county office to transfer ownership of the property to the entity.

Submit Documentation to HP
  • Entity documents: Provide HP with the operating agreement of the LLC detailing the managing members or the Certificate of Trust showing the trustees.
  • Proof of Ownership: Submit documentation from the county clerk confirming the property is owned by the entity.
  • Proof of insurance: Provide new proof of insurance listing HP and the entity as insured parties.
  • IRS Form W-9: Submit a new IRS Form W-9 for the entity, needed whether you have created an EIN for the entity or continuing to use your SS#.
Review Management Agreement

HP will send a new management agreement for the members or trustees to sign.

Set Up Banking Information

Log into the new owner portal to enter the ACH banking information for the entity to direct where funds will be deposited.

Please note:

If the ownership change occurs within the calendar year, both the individual and the entity will receive year-end 1099 forms for tax purposes.


Once all the required documentation is submitted and reviewed, HP will facilitate the transfer of property ownership to your entity. For any questions or further assistance, feel free to reach out to your pod at Holland Properties.

You may also be interested in...

  • Check out our Frequently Asked Questions page to find out more about what it is like to have a home managed by us.
  • Here's our Standards and Cleaning page if you have any questions about whether your property will qualify for us to manage.
  • Did you know we have a whole page dedicated to financial questions? To know more, please visit the accounting page.