Authorization to Release Client Information with Estate Professional

We are providing the following form for your use should you want to provide authority for LifePlan Group and your estate professional to share otherwise confidential information about your financial situation in your absence. 

You are able to submit your authorization electronically using Docusign, a secure online document portal. Docusign is widely used among many different industries, you may have used it previously. It is encrypted and follows the most rigorous security standards in the world. To read more about their security standards, please click here to go to their website directly.

Click here to submit your authorization