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THE PATRON LAW FIRM, LLC PHONE 2012911603; FAX 2012911605; EMAIL Kimberly@patonlawfirm.net www.patonlawfirm.comESTATE PLANNING FACT FINDER SINGLE PERSONWelcome. A well planned Estate has immeasurable
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Trust-questionnaire-newpdf is a document used to gather information about a trust for tax or legal purposes.
Individuals or organizations who have a trust that needs to be reported are required to file trust-questionnaire-newpdf.
Trust-questionnaire-newpdf can be filled out by providing accurate and complete information about the trust as requested in the document.
The purpose of trust-questionnaire-newpdf is to collect relevant information about a trust in order to comply with tax or legal requirements.
Information such as the trust's name, beneficiaries, assets, income, and any distributions made must be reported on trust-questionnaire-newpdf.
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