Thank you for choosing Turning Point Law

This Client Profile is designed to

• Assist you to organize your financial information
• Assist you to consider the issues involved in creating your documents
• Assist us to thoroughly understand your situation so we can draft appropriate and effective documents
• Assist your Personal Representatives, Agents and Attorneys to carry out their responsibilities when the time comes

Please be aware that filling in and returning one of these profiles does not, by itself, create a lawyer-client relationship because, as a law firm, we are obligated to do a conflict check before we accept new clients. If you have any questions or would like Turning Point Law to draft some documents for you please do not hesitate to contact us at (780) 410-0544 or by email at info@turningpontlaw.ca.
	Client Profile for a Couple
	Client Profile for an Individual

When providing us with the Client Profile, you can scan it in and email it directly to the lawyer you are dealing with, fax it to (780) 410-0566, mail it or drop it off at our office located at 170, 150 Chippewa Road, Sherwood Park, AB T8A 6A2. A map to our office is available on our website at http://www.turningpointlaw.ca/ContactInfo.htm.

We ask that you complete the Client Profile and provide it to us before your appointment so we can review it and make the best use of our time together. Please keep in mind that this Client Profile is designed to provide us with the background information we need for your documents, and it gathers a wide variety of information. If some of the questions don't apply to you, just leave those areas blank. If our Client Profile does not capture all the complexities of your family or business relationships please fill in as much as you can and note the areas where you feel we need a further explanation. We will discuss your situation in detail at your appointment.

To answer the questions people commonly ask about Wills and Estates, we have posted Information Packages on Wills, Enduring Powers of Attorneys and Personal Directives on our website. The Information Packages are located at http://turningpointlaw.ca/InfoPkgs.htm. You will likely find it easier to complete the Client Profile if you review these Information Packages before or while you fill it in.