My Asset Protection Process

For Realtors

Below is an overview of my Asset Protection Process, designed to help realtors better serve privacy-focused buyers. This step-by-step system allows your clients to purchase property in a revocable living trust—keeping their names off public records while maintaining full legal ownership. I work alongside you to ensure the trust is properly structured, lender-compliant, and accepted by title companies, so there are no delays or surprises at closing. By integrating this process into your service, you can add value, build client trust, and avoid the stress and costly mistakes that often come with privacy-related title issues.

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...