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CONFIDENTIAL ESTATE PLANNING INFORMATION.PERSONAL DATA:Date of Appointment: Referred by: Legal Name (Spouse 1): Prefer to be called: Date of Birth: Social Security No: Home phone: Cell phone: Email

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How to fill out legal name spouse 1

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To fill out the legal name of spouse 1, follow these steps:

02

Start by stating the full legal name of spouse 1 as it appears on their official identification documents.

03

Include any middle names or initials that are part of spouse 1's legal name.

04

Double-check the spelling and accuracy of the name to avoid any errors.

05

If spouse 1 has recently changed their name through marriage or other legal proceedings, make sure to include the updated name.

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Use the exact name that is used on any official legal documents, such as marriage certificates or name change certificates.

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If there are any special circumstances regarding spouse 1's legal name, provide additional documentation or explanation as required.

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Fill out the name in capital letters or as specified by the given legal form or document.

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Who needs legal name spouse 1?

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It could be applicable in various legal, official, or administrative processes, such as tax filings, visa applications, property transactions, or any other situation where the legal name of spouse 1 needs to be provided.

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