This questionnaire is needed by law professionals to begin the process of creating customized asset protection blueprints. Your information will be kept confidential and is protected by attorney client privilege. Your blueprint will be reviewed and completed by one of the finest asset protection attorneys in the country.
The Blueprint:
  • Clearly illustrates the legal entities you need to best protect your assets
  • Is tailored specifically to you and your Profession, Assets, Goals, and Location
  Tell Us About Yourself All information is protected and kept confidential

Are you a US Citizen?
Yes
No
Select a Partner Type
None
Spouse
Other
No Partner Selected
Your {{getPartnerSet(personalData.yourself.partner)}}
Is your {{getPartnerSet(personalData.yourself.partner)}} a US Citizen?
Yes
No
  Your Contact Information
  List of Beneficiaries (Children, Next of Kin, Friends)
{{beneficiary.relationship}}
Remove
  A Few Quick Questions
Do you currently have a Revocable Living Trust?
{{personalData.has_revocable_living_trust ? personalData.has_revocable_living_trust : 'No'}}
Do you want some portion of your estate to be used for charitable purposes?
{{personalData.is_charitable_purpose ? personalData.is_charitable_purpose : 'No'}}
Are you expecting an inheritance?
{{personalData.is_expecting_inheritance ? personalData.is_expecting_inheritance : 'No'}}
Have you ever been a defendant in a lawsuit?
{{personalData.defendant_in_lawsuit ? personalData.defendant_in_lawsuit : 'No'}}
Do you have positive passive monthly income from real estate or business investments?
{{personalData.have_passive_monthly_income ? personalData.have_passive_monthly_income : 'No'}}
How much monthly? $
Do you receive medical insurance from an employer?
{{personalData.me_receive_medical_insurance ? personalData.me_receive_medical_insurance : 'No'}}
Does your S/O receive medical insurance from an employer?
{{personalData.so_receive_medical_insurance ? personalData.so_receive_medical_insurance : 'No'}}
Do you participate in a tax deferred Retirement Plan though an employer?
{{personalData.tax_deferred_retirement ? personalData.tax_deferred_retirement : 'No'}}
Please select the topics below in their order of importance to you.
Click on a topic below to add it.
Asset Protection from lawsuits
Estate Planning
Probate Avoidance
Business Planning
Charitable Planning
Estate Taxes
Income Taxes
Other
Click below to remove topic.
Click on a topic on the left to addit below.
({{(r + 1)}})
{{rank}}
  Currently Formed Entities
What current entities are in place?
{{entity.name | ucwords}}
{{entity.type}}
Remove
  List Your Assets and/or Debts
{{entry.name}}
Remove
{{entry.entity}}
{{entry.amount_of_loan | currency}}
Net Worth: {{loanPaid() | currency}}
Total Debt: {{loanBalance() | currency}}
  Tell Us About Your Insurance
Youself
{{getPartnerSet(personalData.yourself.partner)}}
Select ' Yourself '
or ' {{getPartnerSet(personalData.yourself.partner)}} '
to Add an Insurance
    {{plural(w)}} Insurance
{{insurance.name}}
Remove
{{insurance.value | currency}}
  Additional Details, Goals, and Concerns

     We certify that to the best of our knowledge, the forgoing is true, correct, and complete. You may rely on this information in providing advice and preparing documents for our estate and business plans. By my/our signature(s) below. I/We hereby provide Attorneys with our informed consent to share my/our information with representatives from American Society for Asset Protection, and acknowledge that I/we understand that this consent represents a waiver of any Attorney/Client privilege otherwise available. By signing below you authorize us to deal with your other advisors, and your other advisors to so deal with us.

  Tell Us About Yourself:
  • Missing your First Name
  • Missing your Last Name
  • Missing your Email Address
  • Missing your Occupation
  • Missing your Birth Year
  • Missing your Prior Marriages Answer
  • Missing your US Citizenship Status
  • Missing {{getPartnerSet(personalData.yourself.partner)}} First Name
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Last Name
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Birth Year
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Eamil Address
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Partner Description
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Citizenship Status
  Your Contact Information:
  • Missing a Phone Number
  • Missing your Street Address
  • Missing your City
  • Missing your State
  • Missing your Zip/Postal Code
  Signatures:
  • Missing {{getPartnerSet(personalData.yourself.partner)}} Signature
  • Missing your Signature