Why should I complete the Client Information Forms?

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It is our goal to provide comprehensive long term planning for our clients. In order to accomplish this, we need to have a full understanding of the client's objectives, health situation, family relationship, and assets. Relying on this information the attorneys can then provide substantive and accurate advise to the client that will ultimately enable him to achieve his objectives.

Part of this long term planning may involve drafting legal documents such as a Last Will and Testament, a Trust, or a Durable Financial Power of Attorney. In order to ensure that specific assets will then be controlled by the Will, the Trust, or the Power of Attorney (and to address potential tax issues), it is essential that we know what those assets are, how they are titled, and the approximate value of each. Without accurate and complete information it would be impossible for the attorneys to do a thorough job upon which the client could rely, and it would be foolish of us to try. Please be assured that at the Law Office of Ruthann P. Lacey, P.C. we treat all information disclosed on Client Information Forms with the utmost confidentiality as is required by our professional and personal standards of conduct.