WEALTH AND LEGACY SCORECARD ASSESSMENT
Don't Let Uncle Sam Decide Your Legacy
You’ve built extraordinary income. But without the right tax-efficient structures, your wealth can leak away every year.
Are you ready to discover where the leaks are, and how to stop them?
Tax Control
Asset Protection
Family Legacy
Philanthropic Impact
Derrick D Billingslea,
Founder of Tax Exempt Hero, Inc

IDENTIFY
Answer 15 simple questions (takes less time that a coffee break)

ALIGN
Get instant clarity on gaps in your tax & legacy plan.

PROTECT
See your Custom Wealth & Legacy Score with tailored insights.
Derrick D Billingslea
Founder & CEO of Tax Exempt Hero, Inc, Derrick helps high earning families, and advisors create tax-smart legacy plans through private foundations, 501(c)(3) structures, and protective wealth tools.
With over one thousand strategies reviewed and decades of experience, his mission is clear: to help you preserve more of what you’ve built and give with impact, without leaving Uncle Sam a tip.




Families, Business Owners, and Advisors
Financial Firms & Legacy Planners
of Wealth Strategy Expertise
“This changed how I think about money”
We only process 12 Private Foundation approvals per month for qualified clients.
Completing your Scorecard Assessment today ensures you're in line for the next available slot.
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