The information requested in the attached questionnaire will assist me in advising you as to the most appropriate estate planning structure for your specific circumstances and to ensure your estate planning documents accurately reflect your wishes.
The more accurate and complete the questionnaire, the better I will be able to advise you. However, you should not spend an inordinate amount of time completing the questionnaire, as I can secure additional information through our discussion at the initial meeting and future communications.
Please understand that I will rely on the financial information supplied by you when providing estate planning advice and that, absent an express agreement with the you to the contrary, I will not make independent inquiries as to the value of your assets.
This document, once completed, will constitute a confidential communication and is therefore protected from disclosure to third parties without your express, written consent.