1
Complete Your Questionnaire
Tell us about your family, profession, businesses, assets, liabilities, existing entities, and priorities.
The Asset Protection
Blueprint
An Asset Protection Blueprint is a visual summary of an attorney-reviewed planning structure. The sample shown here is intentionally simplified. It is not your Blueprint and is not a recommendation for any profession, asset, entity, or state.
Start with the confidential questionnaire, then review your circumstances with an attorney before a customized Blueprint is finalized.
Start the ProcessSAMPLE BLUEPRINT · ILLUSTRATION ONLY
Client / Household
Estate-Planning Foundation
Ownership / Holding Structure
Operating Entity
Property / Asset Entity
Business / Practice Assets
Property / Other Assets
Example only. Actual recommendations depend on the completed questionnaire, attorney consultation, applicable law, ownership, taxes, and the client’s individual circumstances.
How the Blueprint Is Organized
A Blueprint can move from the people at the center of the plan to estate-planning documents, ownership structures, entities, and the assets or operations connected to them.
Client / Household
The Blueprint begins with the people involved: the client, spouse or partner, beneficiaries, business partners, managers, trustees, and future decision-makers.
- Family and ownership relationships
- Current and successor decision-makers
- Beneficiaries and business partners
The 4-Step Process
2
Review With an Attorney
Discuss your circumstances, resolve open questions, and confirm the direction of the recommended plan.
3
Receive Your Blueprint
Your approved recommendations are organized into a visual plan showing the major ownership and planning relationships.
4
Build & Maintain Your Structure
Complete the approved documents and entities, then keep the plan organized over time.