[WSBAPT] Release to talk with financial adivsor

Anna Van Pelt anna at vanpeltlegal.com
Mon Nov 15 13:52:24 PST 2021


Good afternoon,

I have a client who isn't sure about where their assets are, and wants me
to communicate directly with their financial advisor. I'm looking for a
waiver of confidentiality for this -- does anyone have one they could share
with me?

Thanks,
Anna Van Pelt

Van Pelt Law & Mediation PLLC
(206) 755-1500
www.vanpeltlegal.com


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available. Signing of estate planning documents can be completed and will
be handled on a case-by-case basis.

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