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CASCADE LEGAL PLANNING, LLC Attorneys Lori Eight & Kristin Gaston 3635 SW Hood Ave Portland, OR 97239(503) 4328584PERSONAL INFORMATION FORM CONFIDENTIAL General Document Request In some instances,
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To fill out a cascade legal planning intake, follow these steps:
02
Start by gathering all necessary documents, such as identification, financial information, and any existing legal documents.
03
Carefully read through the intake form to understand the information required.
04
Fill in your personal details, including name, address, contact information, and any applicable identification numbers.
05
Provide information about your family members, including their names, ages, and relationships to you.
06
Answer questions related to your financial situation, including income, assets, and debts.
07
Fill out sections related to your goals and preferences for legal planning.
08
Review the completed intake form for accuracy and make any necessary corrections.
09
Submit the form to the appropriate party, such as an attorney or legal organization, as instructed.
10
Keep a copy of the completed intake form for your records.

Who needs cascade legal planning intake?

01
Cascade legal planning intake is typically needed by individuals who are seeking to plan their estate and make legal arrangements for the distribution of their assets and the protection of their loved ones.
02
This intake form is suitable for those who want to ensure their wishes are followed in the event of incapacitation or death.
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It is particularly relevant for individuals with significant assets or complex family situations, as it allows for comprehensive legal planning.
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Cascade legal planning intake is a process of gathering information and documenting legal planning needs.
Cascade legal planning intake is required to be filed by individuals who are seeking legal planning assistance.
To fill out cascade legal planning intake, individuals need to provide detailed information about their legal planning needs and preferences.
The purpose of cascade legal planning intake is to help legal professionals understand the specific needs and preferences of individuals seeking legal planning assistance.
Information such as personal details, financial information, healthcare preferences, and legal desires must be reported on cascade legal planning intake.
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