THE ARCHITECTURE OF WEALTH
BUILD. PROTECT. PRESERVE.
Attorney Created Online Private Self-Assessment
Business Protection Scorecard
20 Yes/No Questions · Takes About 5 Minutes
YES = 5 points | NO = 0 points
Business Structre
Is your business organized under the most appropriate legal entity?
Yes
No
Do you maintain current corporate records, minutes, or company records?
Yes
No
Do you have a current Operating Agreement or Bylaws?
Yes
No
Have you reviewed your business structure with an attorney within the last three years?
Yes
No
Asset Protection
Do you carry adequate business liability insurance?
Yes
No
Do you carry umbrella liability insurance if appropriate?
Yes
No
Have you reviewed your insurance coverage within the last two years?
Yes
No
Contracts & Liability
Do you use written contracts with customers and vendors?
Yes
No
Do you understand every personal guarantee you have signed?
Yes
No
Do you have written agreements with key employees or partners?
Yes
No
Succession & Estate
Do you have a written business succession plan?
Yes
No
Do you currently have a Revocable Living Trust or coordinated estate plan?
Yes
No
Would your family know how to continue operating your business if something happened to you?
Yes
No
Operations
Do you keep business and personal finances completely separate?
Yes
No
Do you regularly review legal risks as your business grows?
Yes
No
Are your important passwords, records, and key contacts documented?
Yes
No
Overall
Do you believe your business is well protected from avoidable legal risks?
Yes
No
If an attorney reviewed your business today, do you believe very few changes would be recommended?
Yes
No
Do you review your legal documents every few years?
Yes
No
Do you have confidence your business could survive an unexpected legal or personal crisis?
Yes
No
Your Score
Maximum Score: 100 — Add 5 points for every "Yes" answer
80–100
Excellent
60–75
Good Foundation
40–55
Several Potential Gaps
Below 40
Significant Areas to Review
Total your points, then continue to see your results and next steps.
Educational purposes only. Not legal advice.
