Client Forms

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You’re welcome to download and complete our new client forms in advance of your visit. These forms can be completed electronically. We recommend that you save and print your completed form as well as click the submit button at the top right of each page to electronically transfer the completed form directly to our staff.

New Client Form

Estate Analysis Questionnaire (For establishing Wills and Trusts)

Estate Administration Questionnaire (Used in the event of death)

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