2.1 What is your approximate household net worth?

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

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

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

3.2 Do you own one or more businesses?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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