# Lextree for Entity Management Overview See how Lextree entity management software simplifies ownership charts, legal entity records, and governance in this step-by-step product demo. Source: https://lextree.ai/presentations/entity-management-overview/ Author: Lextree Published: 2026-10-08 Updated: 2026-10-08 Language: en Audience: Lawyers, paralegals, comliance officers, and finance professionals working with many legal entities ## Key takeaways - Automatically generate ownership charts from your entity data and customize their layout and displayed information. - Manage legal entity records, registrations, boards, officers, and directors in one place. - Adapt Lextree to your organization with custom fields, collaborative workflows, and optional modules. ## Recording Lextree Entity Management Software Demo - [YouTube]() --- Slide 1 · Source: https://lextree.ai/presentations/entity-management-overview/#opening # Compliance, governance, and ownership ### Next steps - [Explore entity management]() ### Public notes Welcome. For the next five minutes, I will show how Lextree captures and controls your **compliance, governance, and ownership** records across the whole business. Most organizations scatter those records: ownership in a spreadsheet, board minutes in a shared drive, filing deadlines in someone's calendar. Lextree keeps them **together**, tied to the legal entity they belong to. Let's see what that looks like. --- Slide 2 · Source: https://lextree.ai/presentations/entity-management-overview/#legal-entities ## Modules *3 of 21* ### ![Entity Ownership icon](https://lextree.ai/images/icons/entity-ownership.svg) Entity Ownership ### ![Legal Entities icon](https://lextree.ai/images/icons/legal-entities.svg) Legal Entities ### ![Governance icon](https://lextree.ai/images/icons/governance.svg) Governance ### Public notes Lextree has 21 modules. . **Legal Entities** tracks registrations, governance documents, and owner actions in every jurisdiction, from formation through dissolution. ] **Governance** records boards, committees, officers, and every meeting, resolution, and consent. **Entity Ownership** tracks equity stakes and changes, so you can **prove who owned each entity, at what percentage, and when**. Trusts covers trustees, protectors, beneficiaries, and amendments. --- Slide 3 · Source: https://lextree.ai/presentations/entity-management-overview/#advanced-legal-entities ## Additional Modules *8 of 21* ### ![Real estate icon](https://lextree.ai/images/icons/real-estate.svg) Real Estate ### ![Taxes icon](https://lextree.ai/images/icons/taxes.svg) Taxes ### ![Authority icon](https://lextree.ai/images/icons/authority.svg) Authority ### ![Trusts icon](https://lextree.ai/images/icons/trusts.svg) Trusts ### ![Treasury icon](https://lextree.ai/images/icons/treasury.svg) Treasury ### Public notes Using Lextree for Entity Management also allows can include additional modules depending on your needs. **Real estate** for real estate investment portfolios that make use of legal entities. **Taxes** for tracking everything related to federal, state, and local taxes. **Trusts** for family offices or other organizations that make use of trusts in their structure. **Treasury** for debt financing and banking relationship monitoring. --- Slide 4 · Source: https://lextree.ai/presentations/entity-management-overview/#platform-features ## Platform ### ![Calendar icon](https://lextree.ai/images/icons/events.svg) Compliance Calendar ### ![Workflow icon](https://lextree.ai/images/icons/workflow.svg) Workflow ### ![Custom fields icon](https://lextree.ai/images/icons/custom-fields.svg) Customization ### ![Timeline icon](https://lextree.ai/images/icons/timeline.svg) Timeline ### ![Attachments icon](https://lextree.ai/images/icons/attachments.svg) Attachments ### Public notes Platform features work across every module. Attach them to any record. The **Compliance Calendar** gathers every due date into one place, so no deadline depends on someone remembering it. **Workflow** is a place collaboration so your team accomplishes results quickly. The *Timeline* builds a dated history of each record. **Attachments** keep ensure that documents stay close to the source of the compliance requirement. **Customization** means you can tailor Lextree to your needs.