Structuring Your Empire Questionnaire Structuring Your Empire Questionnaire Name * Cell Phone Email Address * Are you employed? No Yes If so, are you self-employed? No Yes Are you married? No Yes How many children? How many grandchildren? State of residence? Do you own your home? No Yes Home value? Debt remaining? Do you own rental properties? No Yes How many? How did you take title? Individual Joint LLC Trust Do you own commercial properties? No Yes How many? How did you take title? Individual Joint LLC Trust Do you own businesses other than Real Estate? No Yes How many? What kind? Do you have other LLC/C/S Corps not used for above Real Estate or businesses? No Yes How many? Why? How many business vehicles? How are they owned? How many personal vehicles? Boats, RV’s, cycles, etc… How are they titled? Individual Joint LLC Trust Do you own stocks or bonds? No Yes How are they owned? Individual Joint LLC Trust Do you own other safe assets valued over $25,000? No Yes How are they owned? What else do you own? Do you have an IRA? No Yes Other pension plan? No Yes Does your spouse have an IRA? No Yes Other pension plan? No Yes If other pension plan, what? Do you have bank accounts in your name only? No Yes How many? Bank accounts in your spouse's name only? No Yes How many? Joint bank accounts? No Yes How many? Do you have income streams not mentioned above? No Yes How many? Does your spouse actively work in any of your businesses? No Yes Is he/she on payroll? No Yes Do you currently have any personal judgments? No Yes Does your spouse? No Yes Do you have any lawsuits pending? No Yes Describe: Do you have an estate plan? No Yes Do you intend to get one done? No Yes When you and your spouse die, where do you intend to leave your assets? Children Grandchildren Other If other... Do you have life insurance? No Yes If you are human, leave this field blank. Submit
