Reviewing investment documents?

Request sample documents, including management agreements and monthly statements.

Liability Protection: Transferring to an LLC provides asset protection but may not always be worth the hassle or cost.Next Steps: Review your loan agreements, consult your lender, and get advice from a real estate attorney and tax pro to ensure everything’s compliant and beneficial.

You now own the mortgagee's interest in the wrap mortgage and note (or the beneficial interest in the all inclusive deed of trust). 

So all ownership documents will be in my name, the llc's name or the land trusts name.

The law states:"a landlord may require a prospective tenant to pay the landlord’s actual cost, up to $25"https://docs.legis.wisconsin.gov/document/statutes/704.085(1... states that the most a tenant may pay in Wisconsin is $25. 

Are these the only items we need to document?

Make sure to keep backup documentation for each transaction if possible and transfer the balance when you return.

Usually if you have several accounts and investments with 1 bank they will provide you with low to no lender fees and the better rate.The main issue here is that there is a lot of time/effort spent looking at your financials and documents to make sure there are no discrepancies, qualifying you, and sending Pre-Approval Letters, for you to just go with another lender that is offering you the better rate/fees.

but careful planning and documentation are essential""...making sure that your wife understands what she needs to do to document her hours and activities."