Series LLC Counter - Instructions

What This Does

Searches through your client folders and finds all Series LLC Certificate of Formation PDFs, then generates a report showing: - Total count - Client names - LLC names - Filing dates - Year-by-year breakdown

How to Use

Step 1: Install Python (if needed)

Check if you have Python: Open Command Prompt (Windows) or Terminal (Mac) and type: ``` python --version ```

If you see "Python 3.x.x" you're good. If not, download from: https://www.python.org/downloads/

Step 2: Install Required Library

Open Command Prompt/Terminal and type: ``` pip install PyPDF2 ```

Step 3: Copy Script to Clients Folder

1. Download the `count_series_llcs.py` file 2. Copy it into your clients folder (the main folder that contains all client subfolders)

Step 4: Run the Script

Windows: 1. Hold Shift + Right-click inside your clients folder 2. Choose "Open PowerShell window here" or "Open command window here" 3. Type: `python count_series_llcs.py` 4. Press Enter

Mac: 1. Open Terminal 2. Type: `cd ` (with a space after cd) 3. Drag your clients folder into the Terminal window 4. Press Enter 5. Type: `python count_series_llcs.py` 6. Press Enter

Step 5: Wait for Results

The script will: - Search all PDFs in your client folders - Show progress every 100 PDFs - Print results to screen - Save detailed report to a text file

What It Searches For

The script identifies Series LLCs by looking for: - "Certificate of Formation" documents - Texas Series LLC statute reference ("SEC. 101.602") - "Revocable Living Trust" as manager (your FlexTrust structure) - Your name as organizer

Output

You'll get two things:

1. On-screen report showing: - Total count - List by year - Client names and LLC names - Filing dates

2. Text file with complete details including file paths

The text file will be named something like: `Series_LLC_Report_20250119_143052.txt`

Troubleshooting

"python is not recognized" - Python not installed. Download from python.org

"No module named PyPDF2" - Run: `pip install PyPDF2`

"Permission denied" - Make sure you have read access to the client folders - Try running Command Prompt/Terminal as Administrator

Script finds 0 Series LLCs - Check you're running it in the right folder (should contain client subfolders) - Check that PDFs are actually Series LLC formations - Check file structure matches: clients/ClientName/...

Need Help?

If it's not working, send me: 1. The error message you see 2. What folder you're running it from 3. An example of your folder structure