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CONFIDENTIAL ESTATE PLANNING INFORMATION.PERSONAL DATA:Date of Appointment: Referred by: Husbands Legal Name: Prefer to be called: Date of Birth: Social Security No: Home phone: Cell phone: Email
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How to fill out prefer to be called
How to fill out prefer to be called
01
Start by identifying the preferred name or title that the person wants to be called.
02
Make sure to ask the person directly and respect their choice.
03
Use the preferred name or title consistently when addressing the person.
04
Update any relevant records or systems with the preferred name or title.
05
Educate and inform colleagues or team members about the preferred name or title to ensure respectful communication.
Who needs prefer to be called?
01
Anyone who wants to be addressed by a different name or title than their given or legal name.
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Individuals who may have changed their name due to personal, cultural, or gender-related reasons.
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People who prefer a different title or honorific, such as Dr. instead of Mr. or Ms.
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