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UNIVERSAL CLIENT INTAKE WORKSHEET TRUST LEGAL GROUP 25950 Acer #310 Mission Viejo, California 92691 9493542323 www.TrustLegalGroup.com PLEASE READ: This worksheet is universal for all clients regardless
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Ection 1 general lient refers to a section on a form where a client provides general information about themselves.
Any individual or entity that is requesting or receiving services may be required to file ection 1 general lient.
To fill out ection 1 general lient, one must provide accurate and complete information about their identity and general details.
The purpose of ection 1 general lient is to establish the identity of the client and provide basic information for record-keeping and compliance purposes.
Information such as the client's name, contact information, and possibly identification details may need to be reported on ection 1 general lient.
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