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Confidential×Estate×Plan×OrganizerPlease×help×us assist×you×by filling×out×this×form×and×the×Client×Intake×form×and×bring×them×to our×next×meeting. We×recognize×that×this×information×is personal.×We assure×you×that×all×information×provided×to this×office×by you×Willie×treated×as confidential×and×will×not×be revealed×to anyone×outside×of this×office×without×your×permission.

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How to fill out co-client

01

To fill out the co-client section, follow these steps:

02

Begin by entering the co-client's personal information, including their full name, date of birth, and contact details.

03

Provide the co-client's employment information, such as their occupation, employer name, and annual income.

04

If applicable, indicate any joint accounts or assets that the co-client holds with the primary client.

05

Specify the relationship between the primary client and the co-client, whether they are spouses, partners, family members, etc.

06

Finally, ensure all the information provided is accurate and complete before submitting the co-client section of the form.

Who needs co-client?

01

A co-client is needed in situations where an individual requires another person's involvement or joint responsibility for a particular financial transaction or service.

02

For example, in the case of a mortgage application, both spouses may need to be listed as co-clients to jointly assume the responsibility for the loan.

03

Similarly, when opening a joint bank account, both individuals involved become co-clients of that account.

04

Overall, anyone who needs to share or divide financial obligations, account ownership, or decision-making authority may require a co-client.

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What is co-client?

Co-client is a person or entity who is listed on a financial document alongside the primary client.

Who is required to file co-client?

Anyone who shares financial responsibility with the primary client may be required to file as a co-client.

How to fill out co-client?

The co-client should provide their personal information, financial details, and sign the document where necessary.

What is the purpose of co-client?

The purpose of including a co-client is to acknowledge and share financial responsibility or ownership.

What information must be reported on co-client?

The co-client must provide personal information, financial details, and any relevant documentation.

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