Asset Protection Advisory Questionnaire

Asset Protection Advisory Questionnaire

Complete this confidential intake to share your current structure, assets, and risk for review.
Asset-protection planning is about structuring what you own — before a problem arises — so that your business and family are not unnecessarily exposed. This confidential questionnaire gives our advisors a picture of your current structure, assets, and risk so we can prepare for your consultation. We coordinate with your attorney where legal work is required.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Location (city, state)

Street Address

Street Address Line 2
Postal / Zip CodeCityState / Province
Who Needs Protection
This inquiry is about protecting…
Occupation or industry
Business name
Business legal structure
Who owns the business, and in what percentages?
How did you hear about us?
Assets
Ranges and estimates are fine — we do not need exact figures at this stage.
Which of the following do you own?

Other
Approximate combined value of the assets you want to protect
How many real-estate properties do you own?
Notes on specific assets of concern
Estate & Succession Considerations
Do you have an estate plan (will or living trust)?
Do you have a business succession plan?
Any family or succession considerations relevant to protecting assets?
Objectives
What are your main objectives for protecting your assets?
Existing Structures & Coverage
Do you currently use any legal entities?
Briefly describe your entities and what each holds
Do you have an existing asset-protection plan or structure?
Who prepared it, and roughly when?
Current insurance coverage
Liabilities & Risk Exposure
Significant debts or liabilities
Are you currently involved in, or do you anticipate, any dispute or claim?
Have you had claims or lawsuits in the past?
What risks concern you most? Examples: lawsuits, creditor claims, professional liability, a risky industry, divorce exposure for heirs.
When would you like to get started?
What would a successful outcome look like for you?
Anything else we should know?
Final Acknowledgment & Consent
- Submitting this questionnaire does not create a client or advisory relationship with Wilber & Longenbaugh, PLLC. - The information you provide is kept confidential and is used only to understand your situation, check for conflicts of interest where applicable, and prepare for an initial consultation. - No professional advice is provided until a written engagement agreement is in place. - Wilber & Longenbaugh, PLLC provides accounting and advisory services only — we do not provide legal advice. - Please do not include Social Security numbers, full bank or account numbers, passwords, or any login credentials anywhere on this form. - I consent to being contacted by Wilber & Longenbaugh, PLLC by phone or email regarding my inquiry.
I have read and agree to the statements above.
Should be Empty:

Asset Protection Advisory Questionnaire

Who Needs Protection

Assets

Estate & Succession Considerations

Objectives

Existing Structures & Coverage

Liabilities & Risk Exposure

Final Acknowledgment & Consent