Client Interview
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template now!
Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!
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PART I - PERSONAL DATA NAME of DECEDENT:_________________________________________________________ Alias Names (if any):____________________________________________________________ Street Address:_________________________________________________________________ City:___________________________ State:____________________ Zip Code:_____________ Date of Birth:__________________________________________________________________ Place of Birth:__________________________________________________________________ Date of Death:__________________________________________________________________ Place of Death:_________________________________________________________________ Social Security Number:__________________________________________________________ Was Decedent a U.S. citizen Yes: _ No:___ If naturalized U.S. citizen, Date and Place of Naturalization:_____________________________ ______________________________________________________________________________ Location of Will, if any:__________________________________________________________ Date of Will:___________________________________________________________________ Page 1 of 7 Location of Codicils, if any:_______________________________________________________ Date of Codicils:________________________________________________________________ NAME of PERSONAL REPRESENTATIVE:______________________________________ Street Address:_________________________________________________________________ City:___________________________ State:____________________ Zip Code:_____________ Home :_______________________________Cell :__________________________________ Work :________________________________Fax :__________________________________ E-mail:_________________________________Pgr :__________________________________ Relationship to Decedent:_________________________________________________________ NAME of ALTERNATE REPRESENTATIVE:_____________________________________ Street Address:__________________________________________________
DESCARGO DE RESPONSABILIDAD
Nada en este sitio se considerará asesoramiento legal y no se establece una relación abogado-cliente.
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