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5105 DTC Pkwy., Ste. 150, Greenwood Village, CO 80111 pH. 3032172018 fax: 3032172019Estate Planning Questionnaire PART I INFORMATION ABOUT CLIENT Name Also known as (Alias) Home Address Street City,

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What is part i information about?

Part I information is about providing necessary details about the filer or taxpayer.

Who is required to file part i information about?

Part I information is required to be filed by individuals or entities with tax obligations.

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Part I information can be filled out by providing accurate and complete details as requested by the form.

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The purpose of Part I information is to ensure compliance with tax laws and regulations.

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Part I information typically includes personal or entity details, income sources, deductions, and any other relevant financial information.

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