![]() Quality estate planning requires a complete review of your financial information and a candid discussion of your personal circumstances, needs, goals, and desires. In difficult situations, it may be necessary for our Firm to withdraw, and to advise you both to seek separate counsel. Likewise, if a significant difference of opinion or a conflict occurs with your significant other after we have initiated representation, our Firm will be forced to stop the process and attempt to resolve that difference. If you are single or if you do not share the same goals and objectives as your significant other, it is important that you have independent counsel. Nevertheless, the nature of estate planning suggests that since spouses or partners usually have common goals, shared assets, and similar objectives, spouses or partners can sometimes act as a single client. In the legal profession, it is generally unusual to represent more than one person as a party to any legal matter. By filling out this form, we consider your information to be accurate and complete. We rely on the information you provide to us in order to advise you regarding what we believe to be the most appropriate estate planning arrangements for your circumstances. As a general rule, we would expect to meet with you individually or as a couple before family members or others are involved. ![]() ![]() However, it is important to remember that the attorney-client privilege, which protects the confidentiality of what is discussed, extends only between the attorney and the client. You are welcome to make that decision if you are so inclined. Sometimes clients choose to include family members, loved ones, and/or advisors in the planning process. We maintain physical, electronic, and procedural safeguards to protect your confidential information. Our Firm restricts access to non-public personal information about you to those employees of our law firm who need to know the information in order to provide legal services to you. You can be assured that all of the information that you share with us will stay private and confidentialĮvans & Davis does not disclose, sell, trade, exchange, or otherwise provide any information regarding your family or your assets to any third parties unless specifically authorized by you or required by applicable law. We collect various information about you from this form and from our consultations. Our Firm acknowledges the information you provide in this Estate Planning Intake Form is highly confidential.
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