REAL ESTATE ASSET PROTECTION QUESTIONNAIRE

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. Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
WHAT EVENT OR WEBINAR DID YOU ATTEND?
Please let us know how you heard about us. What event or Webinar did you attend?
WHAT DATE DID YOU ATTEND THAT EVENT?
Please let us know the date that you attended that event.

NAME OF MANAGER*
Please list the first, middle, and last name of the Manager of your new business entity. Questions? Please email amanda@rrb.fgy.mybluehost.me or call (970) 372-0526.
GENDER OF MANAGER*
Please indicate the gender of the manager. This information is used to create the "Designated Successor" document in the corporate filings.
- Male
- Female
- Prefer Not to Say
AGE OF MANAGER*
Age of the Manager - This information is necessary because some states have age limitations for the creation of a business entity.
MANAGER'S PREFERRED PHONE NUMBER*
Please indicate the preferred phone number for the Manager.
MANAGER'S EMAIL*
Please indicate the preferred email address for the Manager.
MANAGER'S STREET ADDRESS*
Please record the Manager's street address. Please use a physical mailing address, and not a P.O. Box.
MANAGER'S CITY*
Please record the name of the Manager's city.
MANAGER'S COUNTY*
Please record the County of the Manager's address.
MANAGER'S STATE OR PROVINCE*
Please record the State or Canadian Province of the Manager's address.
MANAGER'S ZIP or POSTAL CODE*
Please record the ZIP or Postal Code of the Manager's address.
MANAGER'S OCCUPATION
Please indicate the Manager's occupation. (e.g. Real Estate Investor, Online Sales, Homemaker, Engineer, etc.)
DO YOU HAVE A PARTNER?*
Please indicate whether or not you have a business partner that we need to capture contact information for. If not, we will skip to the next section.
- Yes
- No
LEGAL NAME OF PARTNER
Please list the first, middle, and last name of the Partner (if any) of your new business entity. Questions? Please email amber@rrb.fgy.mybluehost.me or call (970) 507-7100.
GENDER OF PARTNER*
Please indicate the gender of the partner. This information is used to create the "Designated Successor" document in the corporate filings.
- Male
- Female
- Prefer Not to Say
AGE OF PARTNER
Age of Partner - This information is necessary because some states have age limitations for the creation of a business entity.
PARTNER'S PREFERRED PHONE NUMBER
Please indicate the preferred phone number for the Partner.
PARTNER'S EMAIL
Please indicate the preferred email address for the Partner.
RELATIONSHIP TO MANAGER
Please indicate how the Parter is related or associated with the manager. (e.g. Spouse, family, friend, etc.)
PARTNER'S STREET ADDRESS
Please record the Partner's street address. Please use a physical mailing address, and not a P.O. Box.
PARTNER CITY
Please record the name of the Partner's city.
PARTNER'S STATE OR PROVINCE
Please record the State or Canadian Province of the Partner's address.
PARTNER'S ZIP or POSTAL CODE
Please record the ZIP or Postal Code of the Partner's address.
PARTNER'S OCCUPATION
Please indicate the Partner's occupation. (e.g. Real Estate Investor, Online Sales, Homemaker, Engineer, etc.)

In this section, we will discuss any real estate properties that you currently own, or have a financial interest in. Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632.
DO YOU CURRENTLY OWN INVESTMENT PROPERTY?
Please indicate whether or not you currently own any investment properties.
- Yes
- No
IF "NO" ARE YOU PLANNING TO MAKE OFFERS IN REAL ESTATE?
Please indicate whether or not you are planning to make any offers on real estate properties.
- Yes
- No
IF YOU ARE PLANNING TO BUY REAL ESTATE, WHERE DO YOU PLAN TO MAKE OFFERS?
Please indicate the states or provinces where you plan to make offers to buy real estate. This information will help us structure an effective business structure.
INVESTMENT PROPERTIES CURRENTLY OWNED
Please provide the following information for the investment properties that you currently own.
PROPERTY TYPE - PROPERTY#1
Please indicate the property type for Property #1. (e.g. Commercial, Multi-Family, Rental, etc.)
STATE OR PROVINCE WHERE PROPERTY#1 IS LOCATED
Please record the State or Canadian Province where property#1 is located.
MARKET VALUE - PROPERTY #1
Please indicate the market value of Property #1.
EQUITY VALUE - PROPERTY #1
Please indicate the equity value of Property #1.
% OWNERSHIP IN PROPERTY#1
Please indicate the percent of ownership you hold in Property#1.
HOW DO YOU OWN PROPERTY#1?
Please indicate the way in which you own your portion of Property#1. (e.g. As an Individual, through an LLC, etc.)
WOULD YOU LIKE TO ADD ANOTHER PROPERTY?
Please indicate whether or not you would like to add another property.
- Yes
- No
PROPERTY TYPE - PROPERTY#2
Please indicate the property type for Property #2. (e.g. Commercial, Multi-Family, Rental, etc.)
STATE OR PROVINCE WHERE PROPERTY#2 IS LOCATED
Please record the State or Canadian Province where property#2 is located.
MARKET VALUE - PROPERTY #2
Please indicate the market value of Property #2.
EQUITY VALUE - PROPERTY #2
Please indicate the equity value of Property #2.
% OWNERSHIP IN PROPERTY#2
Please indicate the percent of ownership you hold in Property#2.
HOW DO YOU OWN PROPERTY#2?
Please indicate the way in which you own your portion of Property#2. (e.g. As an Individual, through an LLC, etc.)
WOULD YOU LIKE TO ADD A THIRD PROPERTY?
Please indicate whether or not you would like to add a third property.
- Yes
- No
PROPERTY TYPE - PROPERTY#3
Please indicate the property type for Property #3. (e.g. Commercial, Multi-Family, Rental, etc.)
STATE OR PROVINCE WHERE PROPERTY#3 IS LOCATED
Please record the State or Canadian Province where property#3 is located.
MARKET VALUE - PROPERTY #3
Please indicate the market value of Property #3.
EQUITY VALUE - PROPERTY #3
Please indicate the equity value of Property #3.
% OWNERSHIP IN PROPERTY#3
Please indicate the percent of ownership you hold in Property#3.
HOW DO YOU OWN PROPERTY#3?
Please indicate the way in which you own your portion of Property#3. (e.g. As an Individual, through an LLC, etc.)

Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
WOULD YOU LIKE TO CREATE A NEW BUSINESS ENTITY?*
Please indicate whether or not you would like to establish a new business entity.
- Yes
- No

Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
DO YOU HAVE A BUSINESS ADDRESS FOR YOUR NEW BUSINESS ENTITY?
Please indicate whether or not you already have a business address for your new business entity. If not, we will simply use the address for the Manager gathered previously. (This is required if you are filing in a state other than your state of residence.)
- Yes
- No
STREET ADDRESS FOR NEW BUSINESS ENTITY
Please record the street address for the new business entity. Please use a physical mailing address, and not a P.O. Box.
CITY OF NEW BUSINESS ENTITY
Please record the name of the city for the new address of the business entity.
STATE OR PROVINCE OF NEW BUSINESS ENTITY
Please record the State or Canadian Province of the new business entity address.
ZIP or POSTAL CODE FOR NEW BUSINESS ENTITY
Please record the ZIP or Postal Code of the new business entity address.

Please list three proposed names for your new business entity. We will go through your list in descending order to find an available business name with the state. If none of your choices are available, we will contact you directly to discuss other available names. Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
1ST CHOICE FOR NAME OF NEW BUSINESS ENTITY*
2ND CHOICE FOR NAME OF NEW BUSINESS ENTITY*
3RD CHOICE FOR NAME OF NEW BUSINESS ENTITY*

NAMES OF INDIVIDUAL MEMBERS

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.

If a corporation, a solo member will suffice. An LLC requires two or more members. Please list each member and their percentage of shares owned.
Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
NAME OF FIRST MEMBER
Please list the full legal name of the first member of record for the new business entity.
PERCENTAGE OWNED BY FIRST MEMBER
Please indicate the percentage of ownership you wish to retain. This percentage will be shared with other owners - the total should equal 100%.
AGE OF FIRST MEMBER
Please indicate the age of the first member of record for the new business entity.
GENDER OF FIRST MEMBER
Please indicate the gender of the first member of the new business entity. This information is required for the "Designation of Successor" declarations in the filing paperwork.
- Male
- Female
- Prefer not to say
FIRST MEMBER STREET ADDRESS
Please list the street address of the first member of the new business entity. Please be sure to use a physical address - this cannot be a P.O. Box.
FIRST MEMBER CITY ADDRESS
Please indicate the address city for the first member of the business entity.
STATE OR PROVINCE OF FIRST MEMBER
Please record the State or Canadian Province of the first member of the new business entity.
ZIP/POSTAL CODE FOR FIRST MEMBER
Please list the ZIP or POSTAL CODE of the address for the first member of the new business entity.
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NAME OF SECOND MEMBER
Please list the full legal name of the second member of record for the new business entity.
PERCENTAGE OWNED BY SECOND MEMBER
Please indicate the percentage of ownership assigned to the second member. This percentage will be shared with other owners - the total should equal 100%.
AGE OF SECOND MEMBER
Please indicate the age of the second member of the new business entity.
2ND MEMBER GENDER
- Male
- Female
- Prefer not to say
SECOND MEMBER STREET ADDRESS
Please list the street address of the second member of the new business entity. Please be sure to use a physical address - this cannot be a P.O. Box.
SECOND MEMBER CITY ADDRESS
Please indicate the address city for the second member of the business entity.
STATE OR PROVINCE OF SECOND MEMBER
Please record the State or Canadian Province of the second member of the new business entity.
ZIP/POSTAL CODE FOR SECOND MEMBER
Please list the ZIP or POSTAL CODE of the address for the secondmember of the new business entity.

Questions? Please contact amanda@rrb.fgy.mybluehost.me, or call (970) 507-3632
HOW CAN ASSET DEFENSE TEAM BEST HELP YOU?
Please let us know what type(s) of business entities you are most interested in. Please feel free to include any details that might assist us in formulating an effective asset protection strategy for you.
AGREEMENT OF ACCURACY*
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.
- I acknowledge the above to be true.
Signature*

RE - Asset Protection Questionnaire V2

Step 1 of 9

INVESTMENT PROPERTIES CURRENTLY OWNED

NAMES OF INDIVIDUAL MEMBERS

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