This part of the questionnaire asks about other professionals you work with, and who referred you, if anyone. It is optional. If it does not apply, leave it blank.
Why these questions matter
Estate planning often works best as a team effort. You may already work with professionals who know your financial, tax, or personal situation, such as an accountant or financial advisor.
Knowing who they are can help your attorney avoid duplicate work, coordinate where it helps, and fit your plan into your wider financial picture.
Listing an advisor does not send them anything or commit you to anything. If you would like your attorney to work with an advisor, or not to contact them, say so.
Your advisors
Under Your Advisors, you enter each advisor’s Full Name, Type, Company Name, Phone, and Email. You do not need to explain what they do for you.
For Type, you can choose from the list or type your own:
- Personal Attorney: An attorney who helps you with matters outside estate planning, such as business, family, or real estate law.
- Accountant: Prepares taxes and gives tax and accounting advice. Many are CPAs.
- Financial Planner: Gives guidance on investments, retirement, and other financial planning.
- Insurance Agent: Helps with life, health, property, or other insurance.
Other roles you might type in:
- Investment manager: Manages investments such as stocks and bonds. A financial planner sometimes does this.
- Business coach: Advises business owners on planning, marketing, and management.
Referral source
Under Referred to us by someone?, the page says: We’d like to thank them! Please include their name and contact information here.
This lets your attorney thank them and keep accurate records. It is optional and does not affect your plan or services in any way. If you do not remember the details, or would rather not say, leave it blank.
Keeping it current
Professional relationships change, so this information can be updated later. If you are unsure whether to include someone, or how the information may be used, ask your attorney.
This page is meant to make coordination easier, not to add work or obligations for you. If coordination with an advisor becomes useful later, your attorney can talk it through with you then.