My Asset Protection Process

For Loan Officers

Below is an overview of my Asset Protection Process, specifically designed to support loan officers working with privacy-conscious clients. This process ensures that real estate transactions can proceed smoothly while holding title in a revocable living trust, without triggering compliance issues or funding delays. I provide trust documents structured for lender approval, including privacy-optimized Certificates of Trust that satisfy underwriting without disclosing sensitive information. By working with me, you can help your clients meet their privacy goals while staying aligned with lending requirements—reducing stress, avoiding documentation issues, and preventing costly last-minute corrections at closing.

I enter the picture anytime personal information or assets are involved or could be jeopardized—helping to shield, structure, or secure them before exposure becomes a risk. Otherwise, I stay low profile and behind the scenes, especially when you're navigating transactions with realtors, lenders, or other service providers. I work with anyone seeking greater control and protection, but I specialize in supporting high-profile or high-risk individuals, retirees, law enforcement, veterans, military personnel, former military contractors, those with sensitive backgrounds, and more...