Name * First Name Last Name Marital Status Not Married Married Life Partner Location Home Work Address Address 1 Address 2 City State/Province Zip/Postal Code Country Phone (###) ### #### Phone number is Home Work Cell (###) ### #### Fax (###) ### #### Fax number is Home Work Email * Alternate Phone (###) ### #### Alternate phone is Home Work Alternate Fax (###) ### #### Alternate fax is Home Work Alternate Email Instructions for Handling of Purged Original Documents How would you like us to handle the original documents to be removed from the vault (listed in the email)? Please send me the purged documents Please shred the purged documents Instructions for Handling of Original Estate Planning Documents Please continue to hold my original estate planning documents in your vault. Thanks, but I no longer desire for you to hold our original documents. Please send them to me at the address reflected above. The original documents in your vault have been revoked. I direct that you shred them. Please contact me to discuss what documents are being held in your vault. Please contact me to schedule an appointment to review and possibly update my estate plan. Questions or Comments If you have any questions or comments please list them below. Thank you! Contact Information Update FormFor estate planning clients whose original documents are held in our vault.
