Client Confidential Disclosure

Please complete our Confidential Client Disclosure and return to our offices, at least two (2) days prior to your estate planning appointment. Please remember to click the “submit” button to ensure that we receive your form.

If you prefer a printable version, a link is available below the form. You may scan and email the printable form to

Please call 608-833-4001, if needing assistance.

Click here to download the printable version of the Client Confidential Disclosure.

Download Client Confidential Disclosure PDF

With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.