Tel: (941) 966-2700

7077 S. Tamiami Trail, Sarasota, FL  34231

Authorization to Communicate with 3rd Party:

Sometimes it becomes necessary or appropriate for our firm to communicate with 3rd parties such as financial advisors, children, friends, doctors, etc.   Click the button below to download and print the Authorization to Communicate.  Use this form to authorize Griffin & Griffin to communicate with the individual named therein or to release copies of documents in our possession.

If you have difficulty opening the files above, please call our office at (941) 966-2700 and we will be happy to mail or email you a copy of the applicable questionnaire.

All Files are in PDF Format.  Most computers will have a PDF reader installed.  If yours does not you may download a PDF reader by clicking the link below or by typing the following web address into your web browser:  https://get.adobe.com/reader/

Peace of Mind Plan (C):

Keeping an accurate account of your financial affairs and final wishes is an important part of a well organized estate plan.  Griffin & Griffin is happy to provide our clients with our Peace of Mind Plan (c) .  Click the button below to download and print the Peace of Mind Plan.  Use this form, and update it regularly, so that your loved ones will have the information they need to help you in the event of disability or death.

Existing Client Resources