STATEMENT OF ADDITIONAL CUSTOMER DISCLOSURES OF ESTATE PLANNING TEAM
STATEMENT OF ADDITIONAL CUSTOMER DISCLOSURES
➤ DOWNLOAD EPT ADDITIONAL CUSTOMER DISCLOSURES
Your assigned transaction coordinator will send you this “Additional Customer Disclosures” via DocuSign (we use DocuSign for digital signatures) for your convenience.
In case you prefer to have a document downloaded and wet signed, you may download the document by clicking the button below.
Please print, wet sign, scan and send it via email to
client-experience@capitalgainstaxsolutions.com
➤ DOWNLOAD EPT ADDITIONAL CUSTOMER DISCLOSURES