Are you ready to protect your assets and wealth?

Trust Readiness Scorecard

This scorecard helps you quantify how relevant a system of private trusts is to your specific situation and goals. This may help you prioritize the establishment of a trust system, or address any relevant prerequisites. This scorecard does not constitute legal and financial advice, and is provided for entertainment and research purposes only.

Section 1 of 9

Section 1: Goal Orientation

1.1 What are you primarily looking to protect?

Family assets (e.g. homes, vehicles, heirlooms, precious metals, family investments and personal property.) Business assets (e.g. commercial buildings, rental properties, vehicles, machinery, business equipment, intellectual property, and business investments.) Both family and business assets Not sure yet

1.2 What are your main reasons for considering a trust system? (please check any/all that apply to you.)

Asset protection: shield assets from taxes, creditors, regulators and legal claims. Privacy: reduce or eliminate public registration and reporting. Keep family matters and business operations private. Limited Liability: benefit from the use of or profits from assets without the liability of ownership. Estate planning: ensure that assets and interests are distributed without controversy when a family member dies. Tax savings: reduce or eliminate overall tax liability associated with commercial activity. Avoid probate: ensure beneficiaries receive inheritance without court proceedings. Succession/continuity planning: ensure that business operations continue when a founder or director dies or becomes incapacitated. Investment: optimize investment of assets to maximize return. Legacy wealth building: Grow total asset value substantially across generations.

1.3 How important is asset protection, privacy, or control to you right now?

1 - Not important 2 - Slightly important 3 - Moderately important 4 - Very important 5 - Critical priority

Section 2: Financial Profile

2.1 What is your approximate household net worth?

Less than $100k Between $100k and $250k Between $250k and $500k More than $500k

2.2 What is your estimated annual total gross household income or total annual business revenue?

Less than $100k Between $100k and $250k Between $250k and $500k More than $500k

2.3 Do you expect your income, business value, or net worth to grow meaningfully over the next 3-5 years?

Yes No Not sure

Section 3: Assets and Ownership

3.1 Which assets are you most interested in protecting? (please check any/all that apply to you.)

Real estate, property or land holdings Business assets and holdings Cash, investment accounts, or private investments Intellectual property, licensing rights, crypto, or digital assets Life insurance, vehicles, collectibles, or other titled assets Foreign assets or assets in more than one country Other assets

3.2 Do you own one or more businesses?

Yes No

3.3 Do you own assets in more than one state or country?

Yes No

3.4 Are any assets jointly owned with someone outside your immediate family or business entities?

Yes No

Section 4: Commercial Risk and Exposure

4.1 Are you currently facing any commercial liability, such as a lawsuit or collections by a creditor?

Yes No Not sure

4.2 Do you work in an industry that has elevated risk of commercial exposure, through lawsuits, etc?

Yes No Not sure

4.3 Do you personally guarantee business debts, leases, loans, or other obligations?

Yes No Not sure

4.4 Do you have employees, contractors, tenants, clients, patients, investors, or partners who could create liability exposure?

Yes No Not applicable

Section 5: Legal Status and Review Flags

5.1 Are any assets you want to protect currently subject to liens, levies, encumbrances, judgments, claims, or legal attachments?

Yes No Not sure

5.2 Are you trying to protect assets from a specific known creditor or claim?

Yes No Prefer not to say

5.3 Are you in bankruptcy, considering bankruptcy, going through divorce, expecting divorce proceedings, or dealing with tax debts or government claims?

Yes No Not sure

Section 6: Planning Readiness and Continuity

6.1 Do you currently have an estate plan, trust, LLC, corporation, holding company, or other planning structure in place?

No current plan or structure Basic documents only Trusts, entities, or other structures exist Not sure

6.2 Are your assets actually titled into your existing trust, entity, or planning structure?

Yes Partially No Not applicable Not sure

6.3 Which continuity or family planning goals apply to you? (please check any/all that apply to you.)

Control how assets are used or distributed (e.g. stewardship) Protect heirs from divorce, lawsuits, creditors, poor decisions, or outside influence (e.g. estate planning) Protect assets for multiple generations Provide business or leadership succession Reduce probate exposure Not sure yet

Section 7: Timing and Implementation

7.1 How soon are you hoping to put a structure in place?

Immediately 1-3 months 3-6 months 6-12 months Just researching

7.2 Are you willing to gather financial, business, and asset information as part of the planning process?

Yes Need help No

7.3 Are you comfortable with ongoing trust administration requirements, records, accounts, contracts, and best practices?

Yes Need to learn more No

Section 8: Get Your Results

First Name Last Name Email Address

Your Trust Readiness Score

0 / 10

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This scorecard does not constitute legal and financial advice, and is provided for entertainment and research purposes only.