Family Review Report

Thank you for completing this Family Review Report. Please answer the following questions and the click the "submit" button at the end of the form. We will review your responses and will contact you if any response raises a concern.

Your Name

Your Email

Your Phone

Check any boxes that apply to you or a family member:

Special health concern (Provide short summary in comments below)

Special financial concern (Provide short summary in comments below)

Victim of financial fraud or scam (Provide short summary in comments below)

Potential creditor problem

A beneficiary of my trust has a marital problem

A beneficiary of my trust has legally changed their name

A beneficiary of my trust has recently become disabled

I have recently refinanced real estate (Provide property address in comments below)

I have a new child/grandchild (Provide name and date of birth in comments below)

A beneficiary of my trust has recently died (Provide name and date of death in comments below)

I have a new financial advisor (Provide name and phone number in comments below)

I have a new CPA (Provide name and phone number in comments below)

I have changed my primary email address (Enter preferred email in the email field above)

I have retired in the past year

I have recenty moved

I have no changes to report

My NEW Home Street Address

City

Apartment or Suite Number

State

Zip code

Comments

I have a concern I would like to talk about with the following professional:

Attorney

Funding Coordinator

Client Care Coordinator

Client Services Coordinator

I have no concerns

Thanks for submitting for submitting your Family Review Report!

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© 2020 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice. The receipt of this information does not establish an attorney-client relationship. The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

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