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ASSET PROTECTION QUESTIONNAIRE – EC

Home/ASSET PROTECTION QUESTIONNAIRE – EC

Asset Protection Questionnaire - EC

Step 1 of 12

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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)
  • Please provide your first, middle, and last name.
  • Please select the name of the Asset Defense Team member that has been working with you.
  • Please let us know how you heard about us. What event did you attend?
  • Please indicate whether your new business is owned by another business entity or whether your new business is owned by yourself or another individual.
  • Please list the name of the business entity that will be the primary owner of your new company. Questions? Please email trae@assetdefenseteam.com or call (970) 507-7101.
  • Please list the first, middle, and last name of the manager of your new business entity. Questions? Please email trae@assetdefenseteam.com or call (970) 507-7101.

  • NAMES OF INDIVIDUAL OWNERS

    PLEASE ADD ALL INDIVIDUALS WHO HAVE OWNERSHIP IN THE NEW OR EXISTING BUSINESS ENTITY.

    Please include all those you want listed as members. This will expedite the creation of your business.

    Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)

  • PLEASE LIST THE PRIMARY CONTACT HERE:

  • Please use your Legal Name.
  • Please list your current age.
  • Please indicate the percentage of ownership you wish to retain. This percentage will be shared with other owners - the total should equal 100%.
  • This is where we will send your mail. If you have a different physical address for your business, you will be able to enter that address later.
  • Total ownership % for all owners/members should total 100%.
  • This figure and the percentage of ownership of the first owner/member should equal 100%.
  • This figure and the percentage of ownership of the first owner/member should equal 100%.
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Please indicate whether you rent/lease or own your primary residence.
  • Please enter the appraised value of your primary residence.
  • Please enter the amount of equity in your primary residence.
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Please indicate the name and age of your first child.
  • Please indicate the name and age of your second child.
  • Please indicate the name and age of your third child.
  • Please list the names and ages of any additional children.
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • (Employer Identification Number from the IRS)
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • If you are owner or part owner in any other businesses, please enter the name(s), business type, the State where the business is registered, and whether the business was self-registered, or whether it was filed by an attorney or CPA. Please be sure to note all businesses you are part of so we can be sure to structure an asset protection plan that works best for you.
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • This is the address we will use as your business address on your filing documents. (If not, we will use the mailing address you listed previously)
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Please provide three proposed names for your new business entity. We need 3 different names in case the chosen names are unavailable, or not approved by the State where the filing is made. Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Please provide three proposed names for your new family limited partnership. We need 3 different names in case the chosen names are unavailable, or not approved by the State where the filing is made. Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET | (855-502-7738)
  • This space will expand as large as you want, so you can add as much information as necessary. The more detail you provide, the better we can assist you.
  • By checking the box below, you acknowledge that you have carefully reviewed your answers for questions and information requested in this questionnaire, and hereby acknowledge that the information you have provided is complete and accurate to the best of your knowledge.
  • Clear Signature

Information

Phone: (945) 542-7738

Email: info@assetdefenseteam.com

Web: Assetdefenseteam.com

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