CONFIDENTIAL ESTATE PLANNING FORM

This form helps us understand your goals, family dynamics, and potential planning concerns before your consultation. It allows us to make the best use of our time together and provide personalized guidance that fits your exact situation.

You don’t need to have everything figured out. Just answer to the best of your ability - we’ll review everything with you during your meeting. Your information is kept confidential and secure.

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Submitting this form does not create an attorney–client relationship. Confidential or time-sensitive information should not be sent through this form. An attorney–client relationship is only established after a formal engagement agreement is signed.

🔒 This form is hosted on a secure platform and transmitted using 256-bit SSL encryption. All information submitted is protected and stored securely in compliance with industry-standard privacy and security practices. We never share your personal data without your consent.