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Premium Services Application

PLEASE READ THE FOLLOWING THOROUGHLY:
 
 
Submitting the information requested below gives us a glance at your specific financial situation, needs, and goals, allowing us to determine if you are the right fit for our education, consulting, and services.
 
Please fill out to the best of your ability.

Keep in mind anything you share with us regarding your business is strictly confidential and will never be shared with any 3rd party.

Please leave accurate information, name, contact information or you may not receive details for your follow up call.

**Upon completion of this application, and upon conditional approval, you will receive instructions within 1-2 business days to schedule your application review call, please make sure to add '[email protected]' to your contacts to avoid this message being lost to spam filters.**

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Question 1 of 14

Full Name:

Question 2 of 14

Phone #:

Question 3 of 14

E-mail Address:

Question 4 of 14

Are you interested in acquiring 1-on-1 consulting to help you with your private trust and estate planing journey?

Question 5 of 14

What line of work or business industry do you work in?

Question 6 of 14

Are you willing to pay between in $3k-$10k for services if they afford you rock solid asset protection, privacy and world class tax advantages?

Question 7 of 14

Are you self employed, business owner, W2, or W9 worker? (Check all that apply)

(Select all that apply)
A

W2 Employee

B

W9 / 1099 Independent Contractor

C

Self Employed - Sole Proprietor

D

Business Owner with Entity (LLC, Partnership, Corporation, Etc.)

E

Non Profit / 501c3 Director

Question 8 of 14

Are you now, or in the future, requiring proof of income to meet your immediate needs?
(Financing, Housing/Rentals, Child Support, Medicaid, Income Based Debt Repayment, etc.)

Please list.

Question 9 of 14

What was the amount of taxes due for your most recent tax filing? 

(Please also provide the year this tax bill was paid.)

Question 10 of 14

Do you have any trust instruments that are currently active?

Question 11 of 14

Are you interested to learn within our course material?
Or, a financial goal that you would like to achieve?

(Select all that apply)
A

Reduce Tax Liability

B

Protect Assets from Seizure or Lawsuit

C

Estate / Inheritance Planning

D

Trustee Education

E

Trustee Paperwork & Administrative Templates

Question 12 of 14

Are there any other taxable events now or in the future, that you anticipate?
(Inheritance, Retirement Accounts, Real Estate Transfers, Capital Gains, etc.)

Question 13 of 14

How did you hear about us? (If directly referred by a current student, please list their full name.)

Question 14 of 14

Briefly explain the goals you hope to accomplish by using one or more express trusts:

Confirm and Submit