Client Questionnaire Form - Downs Fiduciary Services

Please complete this form prior to your scheduled consultation.

Legal Name

Other Names Used

Address

City

State

Zip Code

Phone (home)

Phone (work)

Phone (cell)

Date of Birth

How were you referred?

This is a free, 30-minute consultation for you to learn more about our services. If you need additional time to discuss your matter, you will be billed at our hourly rate.

Please indicate the item(s) you would like to discuss by placing an “x” next to the item. The information you provide, as well as the consultation, are entirely confidential.

Please provide a brief explanation of the matter you would like to discuss

ACKNOWLEDGEMENT

I acknowledge that I have read and understand the terms and conditions of this consultation and the fees associated therewith. I further acknowledge that I understand that these terms are for the initial consultation.

Signature

Date

Signature

Date