Trust Questionnaire Form

Trust Questionnaire

Please answer the following questions in their entirety.
Are you an existing client of Ascension Alliance Trusts?*

YesNo
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
What is your annual income from all sources?*

Less than $250,000$250,000 - $500,000More than $500,000
What is your household's combined annual income?*

Less than $500,000$500,000 - $1,000,000More 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-2More than $50,000 in taxes from W-2I do not have W-2 earnings
Do you own capital assets (e.g., investments, real estate, etc)?*

YesNo
If yes, please estimate the annual revenue:*

Less than $250,000$250,000 - $500,000More than $500,000
Do you have income from business revenue?*

YesNo
If yes, please estimate the accumulative value:*

Less than $500,000$500,000 - $1,000,000More than $1,000,000
Please provide any other relevant financial information that you feel may qualify you for our Specialized Spendthrift Trust:*
Should be Empty: