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Client Forms

Instructions: download the forms you need and fill them out on your PC. Save the completed forms and email to WBAdmin@weaverbuddlaw.com.

Prospective Client Intake Form


Estate Planning Questionnaire

Family Trust Questionnaire

Annual Questionnaire

IRS Form SS-4

Annual Questionnaire – INC

Credit Card Authorization Form

You may also print these forms and mail or fax to:

Weaver & Budd Law
352 East Charles Street
Matthews, NC 28105

Fax: (704) 844-8936

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