ASSET PROTECTION QUESTIONNAIRE – Real Estate Investors

Asset Protection Questionnaire - Real Estate Investors

Asset Protection Questionnaire for Real Estate investors. Please complete this form to the best of your ability. Your responses will help us in preparing a comprehensive

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Thank you for taking the time to complete this questionnaire. This is the first step in creating a new business entity, or modifying an existing business. Please complete all of the requested information as each item is necessary for us to correctly construct the right business structure for you. Please Note: Vertical scrolling may not work on all browsers. If you encounter scrolling problems, please use your 'page-up' and 'page-down' buttons to move the form up and down. Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET (855-502-7738)
What Event or Webinar Did You Attend?*
Please indicate where you heard about The Asset Defense Team
Date of Attendance
Please indicate the date you attended your event or Webinar
MM slash DD slash YYYY
Your Legal Name (Name of Manager)*
Please provide your full legal name. This will be used as the legal name of the business manager.
Manager's Gender*
Some States require this information.
Manager's Age*
Some States require this information. Minimum age is 18.
Please enter a number from 18 to 130.
Partner Legal Name
Please provide the full legal name of your business partner (if any)
Partner's Gender
Some States require this information.
Partner's Age
Some States require this information. Minimum age is 18.
Please enter a number from 18 to 130.
Partner's Relationship to Manager
Please indicate the personal or working relationship between the Partner and Manager.
Manager's Mailing Address*
Please provide the legal mailing address of the manager.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Manager International Address (Other than US and Canada)
If you live in a country other than the United States of America or Canada, please provide your full address here.
Partner's Mailing Address (if different than Manager)
Please provide the legal mailing address of the partner (if different than Manager's address).

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Manager's Preferred Phone Number*
Please provide the best phone number to reach you during normal business hours.
Partner's Preferred Phone Number (if any)
Please provide the best phone number to call during normal business hours.
Manager's Occupation*
Please indicate your current occupation. This information will help us create the proper legal protection.
Partner's Occupation
Please indicate your business partner's current occupation. (if any)
Manager's Email Address*
Please provide the preferred email address for the Manager (your email address)
Partner's Email Address
Please provide the preferred email address for the Partner (if any)

Do You Own an Existing Business?*
Please indicate whether or not you currently own a business - or if you are a partner in an existing business.
- YES
- NO
Existing Business Information
Please provide the following information about your existing business: BUSINESS NAME, CORPORATION OR LLC?, STATE WHERE FILED, WHO FILED? (ATTORNEY, CPA, SELF, etc.)
Do You Have a Business Address For Your New Business Entity That Is Different From Your Home Address?
If not, we will use your home address. (This is required if you are filing in a state other than your state of residence.)
- YES
- NO
Business Address of New Entity
Please provide the business address of your new legal entity (if different than your home address)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Please Provide Three Proposed Names For Your New Business Entity*
Please show exactly how you want the business name to appear. (Specify spaces, capital or lowercase letters) We ask for three names in case your desired entity name is already taken.