My Asset Protection Process

For Title Attorneys/Companies

Below is an overview of my Asset Protection Process, developed to work seamlessly with title attorneys handling privacy-driven transactions. This approach ensures that title can be vested in a revocable living trust without compromising legal clarity or compliance. I provide clean, lender-ready Certificates of Trust that minimize disclosure while satisfying underwriting and title recording standards. From contract to closing, I coordinate directly to ensure all documentation aligns with privacy goals and jurisdictional requirements—reducing the risk of errors, delays, and unnecessary exposure, while streamlining your workflow and protecting your clients' best interests.

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...