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CLIENT CURRENT ESTATE PLANNING DOCUMENTS 20Client Current Will Yes No If Yes, Date: STATE: Comments:21Client Trusts Yes No If Yes, Date STATE: Comments:22Client DOA Yes No If Yes, Date STATE: Comments:23Client
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To fill out the 'if yes date state', follow these steps:
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Start by writing the current date of when you are filling out the form.
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Look for the question that asks if you have a specific date in mind for an event or activity.
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If your answer to that question is 'yes', then you will need to provide the date.
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Write the specific date in the format requested by the form. It could be in the format of MM/DD/YYYY or any other specified format.
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If the form also requires you to provide the state where the event or activity will take place, write the name of the state in the designated field.
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Anyone who is filling out a form that asks about a specific date and state would need to provide the 'if yes date state' information.
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