Personal Asset Protection Health Checklist

You want to do a self assessment of your responses to over 50 targeted questions about your Personal Asset Protection.

These are the questions lawyers usually start with in assisting you with Personal Asset Protection advice and strategies.

The Personal Asset Protection Health Check contains a series of over 50 questions that your lawyer will use, under the following headings:

• Legal structures
• Financial compliance
• Family/Discretionary Trusts
• Insurance Risk
• Personal Property
• Relationships
• Superannuation
• Significant changes

Template - Personal Asset Protection Health Check (Word)

The Template is set out in table format including:

• The ability to make notes about your response to each question;
• Answer “yes” or “no” to each question;
• Quickly identify which items need further advice or action by the answer being “no”;
• Mark items as “done”.