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API Law Client Service Team (888) 521-0322

API Law 

Asset Protection Business Blueprint

Instructions:

Please fill out the Asset Protection Questionnaire to the best of your ability, including any assets that you want to protect. API Law recommends including properties you are working on buying and any future plans on this questionnaire to help us tailor your blueprint to your needs as best we can. If you are unsure where/how to list an asset, you can add it in the “Notes” section at the end of the worksheet.

Once you have completed our questionnaire, we can begin on drafts. If you have any questions please let us know.

Email: filings@API.law
Office: 888-521-0322
** Please note, this form does not autosave. If you close this browser or leave the page unattended, before you hit the submit button, your information will be lost. **
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I. Client Information

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Client Details #1:

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Client Details #2:

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Client Details #3:

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Trust Details

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If you answered "YES"; please answer the following questions. 
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II. Asset Information

Personal Real Estate (Non-Commercial Properties)

This section is designated for your "owner occupied" personal residence and vacation properties.

​​​​​​​The section for rental properties that are not for personal use is the next section below labeled "Business Real Estate".  
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Property 1
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Property 2
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Property 3
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Business Real Estate (Commercial and Rental Properties)

** This section is for "non-owner occupied" commercial and rental properties.

​​​​​​​If you need more room to list any additional business real estate, please use the Additional Notes, Special Needs, or Concerns section at the end of this page.  
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Investment Property 1
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Investment Property 2
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Investment Property 3
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Investment Property 4
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Investment Property 5
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Investment Property 6
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Investment Property 7
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Investment Property 8
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Investment Property 9
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Investment Property 10
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Retirement Accounts

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Automobiles & Recreational Vehicles

Please list any assets that are valued over $15,000
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Personal Property & Other Assets

Please list any assets that are valued over $15,000
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III. Business Interests

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Business Information

**If you need more room to list additional Businesses, please use the Additional Notes, Special Needs, or Concerns section at the end of this page.  
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Business #1
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Business #2
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Business #3
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Business #4
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Business #5
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Business #6
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Additional Notes, Special Needs, or Concerns

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IV. Signatures and Confirmation

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Copyright © 2025 API Law and its parent, subsidiaries, affiliates, and agents (collectively, “API.Law”, "we", "our", or "us"), is a full-service licensed law firm. All rights reserved. API Law is a full-service law firm. The information on this website is for general information purposes only. Nothing on this website should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. A formal attorney-client relationship is created when an engagement letter is signed.
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