Client Forms

Choose the form that matches your matter

Use the forms below to begin your matter more efficiently. If you are not sure which form applies to your situation, contact the firm before proceeding.

Completing the right form in advance helps the firm review your matter faster and respond more efficiently.
TR

Client Questionnaire - Transfer

Use this form for matters involving property transfer details and related documentation.

  • Property transfer matters
  • Ownership-related information
  • Supporting transaction details
TS

Client Questionnaire - Trust

Use this form for trust-related matters and planning information that the firm needs to review.

  • Trust-related instructions
  • Planning and structure details
  • Supporting client information
PO

Client Questionnaire - Power of Attorney

Use this form for matters involving a power of attorney and related financial, property, or real estate authority.

  • Financial decision authority
  • Property and real estate matters
  • Advance authorization planning

Not sure which form you need?

Call (416) 665-9090 or request a consultation before filling out a form, and the firm will guide you to the right next step.