Trust Questionnaire
Please answer the following questions in their entirety.
Are you an existing client of Ascension Alliance Trusts?
*
Yes
No
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
What is your annual income from all sources?
*
Less than $250,000
$250,000 - $500,000
More than $500,000
What is your household's combined annual income?
*
Less than $500,000
$500,000 - $1,000,000
More than $1,000,000
What portion of your income is derived from W-2 earnings?
*
Less than $15,000 in taxes from W-2
$15,000 - $50,000 in taxes from W-2
More than $50,000 in taxes from W-2
I do not have W-2 earnings
Do you own capital assets (e.g., investments, real estate, etc)?
*
Yes
No
If yes, please estimate the annual revenue:
*
Less than $250,000
$250,000 - $500,000
More than $500,000
Do you have income from business revenue?
*
Yes
No
If yes, please estimate the accumulative value:
*
Less than $500,000
$500,000 - $1,000,000
More than $1,000,000
Please provide any other relevant financial information that you feel may qualify you for our Specialized Spendthrift Trust:
*
Submit Form
Should be Empty: