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Client Refund Information

ONLY fill this form out if the client has been issued a refund.

If the person issued a refund should no longer be on our communications list, please select YES.

**IMPORTANT: Their information submitted on this form MUST match what was first entered on their Retained form.**

First Name *
Last Name *

Matter Name *

Email *

Refund Amount *

Estate Planning

Will PackageAncillary PackageDeed(s) OnlyTrustTrust AdministrationExisting Client Update

Other Practice Area

Probate/HeirshipGuardianshipMedicaidBusiness/LLCFamily

Should this person be removed from all communications? *

YesNo

Initially Met With: *

Date of Refund *

Your initials *