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Simple Will Information Sheet (See page 5 before completing) Personal Information Your name: Date of Birth: Address: County: Spouses name: Your children from current marriage: 1st Child Full Name:
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01
Open the client intake sheet-simple willdocx document.
02
Start by entering the client's personal information, such as their full name, date of birth, and address.
03
Move on to gathering information about the client's assets, including details about their bank accounts, properties, and investments.
04
Ensure you ask the client about any outstanding debts or liabilities they may have.
05
Proceed to inquire about the client's specific wishes and instructions for their will, such as the appointment of an executor and the distribution of assets.
06
Make sure to include any additional provisions or special requests the client may have.
07
Once all the necessary information has been collected, review the client intake sheet with the client to ensure accuracy.
08
Save the completed client intake sheet-simple willdocx document for future reference or for use in drafting the client's will.

Who needs client intake sheet-simple willdocx?

01
Anyone who requires legal assistance in creating a simple will can benefit from using the client intake sheet-simple willdocx. This includes individuals who want to ensure their assets are distributed according to their wishes after their passing. Estate planning attorneys, legal professionals, or individuals handling their own estate planning can also use this document to gather the necessary information for drafting a will.
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The client intake sheet-simple willdocx is a document used by legal professionals to gather essential information from clients for the preparation of a simple will.
Individuals seeking to create or modify a simple will are required to fill out the client intake sheet-simple willdocx.
To fill out the client intake sheet-simple willdocx, clients should provide personal information such as name, address, date of birth, and other relevant details regarding their assets and beneficiaries.
The purpose of the client intake sheet-simple willdocx is to collect necessary information from clients to ensure that their wills are accurately drafted according to their wishes.
Information that must be reported includes the client's personal details, information about dependents, assets, debts, and whom the client wishes to designate as beneficiaries and executors.
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