Estate Planning Client Information
Welcome to Garofalo Law Group client information submission page. Here you are able to provide us with information about you, your family and other individuals that are to be part of your estate plan. Please select an individual by clicking on the . You will be taken to a page to submit the information we will need to complete your estate plan. After you submit the information, you will have the choice to return to this page to submit information for additional individuals. If you have any questions or are having problems submitting information, please do not hesitate to contact us at firstname.lastname@example.org or call our office at (312) 753-6010.
Please click on the individual that you are providing information:
Client – The primary contact on our file.
Client Spouse – The primary contact’s spouse.
Children – The names of the children of the Client and Client Spouse, just the Client and/or just the Client Spouse.
Accountant – If you use an accountant to prepare your taxes, please provide their contact information.
Financial Advisor – Please provide the name of your financial advisor(s) and/or Insurance agent(s).
Other Parties – Other Parties would include anyone who would be a part of your estate plan, such as Beneficiaries, Successor Trustees, Executor of Will, Guardian of Minor or Disabled Adult Children, Agent for Power of Attorney for Health Care and Property, Agent for HIPAA, Individuals or Charities whom you are leaving a gift.