One Notion system for every member, asset, deadline and signed document of your family LLC or FLP. Ten connected modules, a Document Kit, and the 2025 and 2026 law changes explained.
One-time payment · Instant access · 7-day money-back guarantee
10
Connected modules
5
Templates and checklists
7-day
Money-back guarantee
If something happened to you tomorrow, could your family run the LLC?
Every record carries the legal context. Here, the note on the founder's retained control under § 2036.
Not a pretty spreadsheet. Practical management guidance is built into every module, and every one is linked to the others.
Which entities does the family own, how is each one taxed, and who manages it?
Includes the 7-phase Entity Formation Roadmap
Who owns what, in which unit class, and with which protections?
Includes the Member Protection Guide
What does each entity hold, what is it worth, and what is its basis?
Includes the Asset Inventory Roadmap
What has been given, to whom, at what value, and how much exemption is left?
Includes the Estate Planning Roadmap
When did the members meet, what did they decide, and where are the minutes?
Includes a Family Charter template
What is due, when, and who is responsible for filing it?
Includes the Annual Compliance Checklist
Where is the signed operating agreement, and when does each lease or power of attorney expire?
Includes the Document Kit
What came in, what went out, and were distributions made pro rata?
Includes a control guide covering § 199A, the net investment income tax and reasonable management fees
Which policies cover which assets, and which claims are open?
Includes the Asset Protection & Insurance Guide
What changed in the law, and what does each term mean?
Includes “What Changed in 2025 and 2026” and “Your State Variables”
Editable templates with fields to fill in and a checklist of next steps for each one.
Not a substitute for the advice of an attorney. Adapt and review each document with an attorney licensed in your state before signing or filing.
Generic templates give you empty tables.
Holding OS builds the legal and tax logic into the fields: present-interest gifts of units, § 2036 control, pro rata distributions and state-by-state variables.
Generic templates stop at tracking.
Holding OS includes a Document Kit: minutes and written consent, an operating agreement checklist, a limited power of attorney, a distribution statement and an annual compliance checklist.
Generic templates are frozen the day you buy them.
Holding OS is updated when the law changes, at no charge for your edition.
Most content about family holding companies still sells the urgency of the “TCJA sunset.” Holding OS is written around what actually happened, and what still matters now.
Federal estate and gift tax
The One Big Beautiful Bill Act (July 4, 2025) replaced the scheduled 2026 cliff with a permanent $15 million exemption per individual ($30 million per couple with portability), indexed from 2027. Annual gift exclusion: $19,000 per recipient in 2026.
Beneficial ownership
FinCEN exempted U.S.-formed entities in March 2025 and made the exemption permanent in August 2026.
What still matters
State estate and inheritance taxes: twelve states plus D.C. levy an estate tax, and five states levy an inheritance tax (Maryland levies both). Exemptions start as low as $1 million.
Income tax basis: gifted assets carry over basis; inherited assets get a step-up.
Present-interest rules for annual exclusion gifts of LLC units.
IRC § 2036 exposure when founders keep control.
Records that show the LLC is run as a separate business, not a family wallet.
Ships with the pages “What Changed in 2025 and 2026” and “Your State Variables,” including the 2026 state estate and inheritance tax table.
A ten-minute page that walks you through the structure, the example and the order of setup.
A complete worked example, consistent across every module, so you see how each table is meant to be used.
An explanation on every field of every table. No Notion experience required.
How it works
Not a way to form an entity without an attorney.
Not tax software: it does not prepare or file returns.
Not a substitute for the advice of an attorney or CPA.
One payment. No subscription. Free updates to your edition, including changes in the law. If it isn't for you, email us within 7 days and we refund 100%.
$79
Holding OS · U.S. edition
One-time payment. No subscription.
Instant access. After checkout you get the link to duplicate the template into your own Notion, in under a minute.
Free updates to your edition, including changes in the law.
7-day money-back guarantee.
Not a substitute for the advice of an attorney.
Secure checkout via Gumroad.
Anything else? Write to support@wvertex.com.br.
How we keep it accurate
Built by people who work in corporate law and wealth planning. The content is based on the Internal Revenue Code, Treasury regulations, FinCEN's beneficial ownership rules and state LLC statutes, with a Texas LLC as the worked example. Last reviewed September 2026. When the law changes, we update the template and email buyers the new version of their edition.
Ten modules, the Document Kit and the 2025 and 2026 changes explained, in your own Notion workspace within a minute of checkout.
One-time payment · Instant access · 7-day money-back guarantee
Not ready to buy? Start with Holding OS Lite, free: three complete modules and the Smith family example. Get Holding OS Lite
