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Initial Client Setup for Probate Summary Decedent Information Name: Other Names (aka): Date of Death: Domicile Address: Domicile County: The address on the death certificate Decedent's Assets Personal
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What is initial client setup for?
The initial client setup is for establishing the basic information and settings for a new client's account.
Who is required to file initial client setup for?
The initial client setup is required to be filed by the service provider or the person responsible for onboarding the client.
How to fill out initial client setup for?
To fill out the initial client setup, you need to provide the required information such as client's name, contact details, business type, and any specific preferences or requirements.
What is the purpose of initial client setup for?
The purpose of the initial client setup is to ensure that the client's account is properly configured and customized according to their specific needs and requirements.
What information must be reported on initial client setup for?
The information to be reported on the initial client setup includes client's name, address, contact details, business type, preferred settings, and any additional requirements.
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