VEIL ASSET PROTECTION QUESTIONNAIRE
Please take your time and be thorough with your answers.
SECTION I PERSONAL INFORMATION
CLIENT 1 Full Legal Name
*
Address
City
State
Zip/Postal
County
Country
Mobile Phone
*
Format: (000) 000-0000.
Alternate Phone
Format: (000) 000-0000.
Email
*
example@example.com
Preferred Method of Conact
Mobile Phone
Alternate Phone
Email
Other
Occupation
Planned Retirement Age
Do You Have a Will or Trust
Yes
No
If Yes, what the last date it was updated?
 -
Month
 -
Day
Year
Date
Additional Information and Comments Section
CLIENT 2 (Partner) :: Personal Information
Full Legal Name
Address
City
State
Zip/Postal
County
Country
Mobile Phone
Format: (000) 000-0000.
Alternate Phone
Format: (000) 000-0000.
Email
example@example.com
Preferred Method of Conact
Mobile Phone
Alternate Phone
Email
Other
Occupation
Planned Retirement Age
Do You Have a Will or Trust
Yes
No
If Yes, what the last date it was updated?
 -
Month
 -
Day
Year
Date
Additional Information and Comments Section
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SECTION II ASSETS
PERSONAL REAL ESTATE
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
TYPE
Primary Home
Secondary
Vacation
Other
Business Name Holding Real Estate
Additional Information and Comments Section
Other Personal Property
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
TYPE
Primary Home
Secondary
Vacation
Other
Business Name Holding Real Estate
Additional Information and Comments Section
Other Personal Property
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
TYPE
Primary Home
Secondary
Vacation
Other
Business Name Holding Real Estate
Additional Information and Comments Section
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BUSINESS REAL ESTATE
Property 1
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
Type Of Real Estate
Tax Lien
Trust Deed
Rental
Flip
Lot
Other
Purchased With
Cash
Bank Loan
IRA/401K
Super Fund
Seller Finance
Other
Business Name Holding Real Estate
Additional Information and Comments Section
Property 2
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
Type Of Real Estate
Tax Lien
Trust Deed
Rental
Flip
Lot
Other
Purchased With
Cash
Bank Loan
IRA/401K
Super Fund
Seller Finance
Other
Business Name Holding Real Estate
Additional Information and Comments Section
Property 3
Address
City
State/Province
Zip/Postal
County
Fair Market Value
Current Debt
Is this an income producing property?
Yes
No
Other
Owner(s) Per Deed
Client 1
Client 2 (Partner)
Joint
Trust
Other
Type Of Real Estate
Tax Lien
Trust Deed
Rental
Flip
Lot
Other
Purchased With
Cash
Bank Loan
IRA/401K
Super Fund
Seller Finance
Other
Business Name Holding Real Estate
Additional Information and Comments Section
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SECTION III BUSINESS INTERESTS
BUSINESS 1
Company Name
Year Business Began
Business Type
Sole Proprietor
Corporation "C" or "S"
LLC
Other
State of Registration
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Business Purpose
BUSINESS 2
Company Name
Year Business Began
Business Type
Sole Proprietor
Corporation "C" or "S"
LLC
Other
State of Registration
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Business Purpose
BUSINESS 3
Company Name
Year Business Began
Business Type
Sole Proprietor
Corporation "C" or "S"
LLC
Other
State of Registration
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Name(s) of all Owner(s):
Owner Name
Percent Ownership
Percent Ownership
%
Business Purpose
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SECTION IV FINAL QUESTIONS
Do you have any unallocated assets, collections, stocks or other valuable items of note.
Yes
No
At your discretion, please feel free to give further details of assets you would like to see protected.
Do you feel the need for more privacy or anonymity in your personal or business dealings?
Yes
No
Do you feel adequately insured with your personal life insurance or business insurance?
Yes
No
Have you already or will soon be thinking to start any online business ventures?
Yes
No
THANK YOU
You can use the Back button to review your previous entries or click Submit. By signing this document you affirm and certify that all the information and answers to questions herein are complete, true and correct to the best of your knowledge and belief.
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