Client Confidential Disclosure

Client Confidential Disclosure

Please complete our Confidential Client Disclosure and submit it at least two days prior to your estate planning appointment. 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 for assistance.

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

With offices in Madison, the attorneys at Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, and Elder Law & Medicaid Planning throughout Southern Wisconsin.