Your First Name*
(mandatory)
Your Last Name
(optional)
Your E-mail address*
(mandatory)
Phone number with area code *
(mandatory)
Country of Residence
-- country --
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaidjan
Bahamas
Bahrain
Banglades
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia-Herzegovina
Botswana
Bouvet Island
Brazil
British Indian O. Terr.
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Rep.
Chad
Chile
China
Christmas Island
Cocos (Keeling) Isl.
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Croatia
Cuba
Cyprus
Czech Republic
Czechoslovakia
Denmark
Djibouti
Dominica
Dominican Republi
East Timor
Ecuador
Egypt
El Salvador
Equatorial Guinea
Estonia
Ethiopia
Falkland Isl.(Malvinas)
Faroe Islands
Fiji
Finland
France
France (European Ter.)
French Southern Terr.
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Great Britain (UK)
Greece
Greenland
Grenada
Guadeloupe (Fr.)
Guam (US)
Guatemala
Guiana (Fr.)
Guinea
Guinea Bissau
Guyana
Haiti
Heard & McDonald Isl.
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kazachstan
Kenya
Kiribati
Korea (North)
Korea (South)
Kuwait
Kyrgistan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique (Fr.)
Mauritania
Mauritius
Mexico
Micronesia
Moldavia
Monaco
Mongolia
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherland Antilles
Netherlands
Neutral Zone
New Caledonia (Fr.)
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Isl.
Norway
Oman
Pakistan
Palau
Panama
Papua New
Paraguay
Peru
Philippines
Pitcairn
Poland
Polynesia (Fr.)
Portugal
Puerto Rico (US)
Qatar
Reunion (Fr.)
Romania
Russian Federation
Rwanda
Saint Lucia
Samoa
San Marino
Saudi Arabia
Senegal
Seychelles
Sierra Leone
Singapore
Slovak Republic
Slovenia
Solomon Islands
Somalia
South Africa
Spain
Sri Lanka
St. Helena
St. Pierre & Miquelon
St. Tome and Principe
St.Kitts Nevis Anguilla
St.Vincent & Grenadines
Sudan
Suriname
Svalbard & Jan Mayen Is
Swaziland
Sweden
Switzerland
Syria
Tadjikistan
Taiwan
Tanzania
Thailand
Togo
Tokelau
Tonga
Trinidad & Tobago
Tunisia
Turkey
Turkmenistan
Turks & Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
US Minor outlying Isl.
Uzbekistan
Vanuatu
Vatican City State
Venezuela
Vietnam
Virgin Islands (British)
Virgin Islands (US)
Wallis & Futuna Islands
Western Sahara
Yemen
Yugoslavia
Zaire
Zambia
Zimbabwe
State of Residence
(within the US only)
--State--
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Colombia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
Burkina Faso
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wyoming
Marital Status?
--Select--
Single
Married
Partnership
Divorced
Other
Children?
0
1
2
3
4
5+
Own a Home?
Yes
No
How is title vested in your home (in whose name?)
What is the equity in your home?
--Select an Amount--
$0 - $30,000
$30,000 - $50,000
$50,000 - $100,000
$100,000 - $300,000
$300,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000+
Other than your primary residence, how many residential properties do you own?
--Select an Amount --
0
1
2
3
4
5+
Do you own any rental properties?
Yes
No
If so, how is title vested in these homes (in whose name?)
How many ?
0
1
2
3
4
5+
Do you own any commercial properties?
Yes
No
How is title vested in your home (in whose name?)
How many ?
0
1
2
3
4
5+
Do you have brokerage accounts?
Yes
No
How many?
0
1
2
3
4
5+
Do you have checking and savings accounts in your name?
Yes
No
Are you the beneficiary of a trust?
Yes
No
Which of the following trusts do you already have ?
Do you have any investments in limited partnerships, limited liability companies or other corporations?
Yes
No
What is the nature of these investments?
Do you own a business?
Yes
No
Do you have partners in the business?
Yes
No
Does your business have high accounts receivable?
Yes
No
Does your business have expensive capital equipment?
Yes
No
Is your business incorporated?
Yes
No
What state?
(USA Only)
--State--
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Colombia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
Burkina Faso
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wyoming
What is the nature of your business (what product or service do you provide?)
Do you consider your business to be lawsuit prone?
Yes
No
Have you ever been sued?
Yes
No
What was the outcome?
Do you have a lawsuit pending, threatened or expected?
Yes
No
Please explain.
Do you own any high priced antiques, art work, or jewelry?
Yes
No
Do you have expensive or unusual cars?
Yes
No
Do you own a plane?
Yes
No
Do you own a boat?
Yes
No
What is your approximate annual income?
--Select an Amount--
$10,000 - $25,000
$25,000 - $35,000
$50,000 - $100,000
$100,000 - $300,000
$300,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000+
What is your approximate net worth?
--Select an Amount--
$0 - $100,000
$100,000 - $300,000
$300,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 - $3,000,000
$3,000,000 - $5,000,000
$5,000,000+
What kind of Asset Protection Plan are you open to?
--Select Plan Options--
Domestic Only
Offshore Only
Both
Your Recommendation
Can we call you to discuss your plan?
Yes
No
What is the best time to call you?
--Select a Time--
Weekdays, 9am - 11am
Weekdays, 11am-12pm
Weekdays, 1pm-2pm
Weekdays, 2pm-5pm
Weekdays, 5pm-8pm
Please take the space below to tell us any other information that you may consider to be important for us to consider.