Financial Advisor & Attorney Referral: Consumer Rights Disclosure

100% Satisfaction Guarantee90 Day Money Back GuraranteeNo Annual LicensingNo Membership FeesNo Pay Per Use

This disclosure is given to clients to disclose the nature of the referral relationship between estate planning attorney and affiliated financial advisor (as well as of counsel attorneys). This disclosure is required by many jurisdictions and helps make a legal and ethical referral of a client between advisors.

Includes: Modifiable Microsoft Word form, plus Instructions for Use.

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.