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ATTORNEYS AT LAW 2500 MAIN STREET, SUITE 112 TEWKSBURY, MASSACHUSETTS 01876 (978) 6575600 www.oneillassoc.com CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE What are your primary goals and/or concerns?
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How to fill out client questionnaire - married:

01
Start by writing your personal information such as your full name, date of birth, and contact details. This will help the company identify you as the client filling out the questionnaire.
02
Provide details about your marital status. Indicate that you are married and provide information about your spouse such as their name, date of birth, and contact details if applicable.
03
Include information about any joint assets or financial obligations that you and your spouse have. This can include shared bank accounts, properties, or investments. Be sure to accurately list any debts or liabilities as well.
04
Answer questions about your financial goals as a married couple. This can include details about savings plans, retirement goals, and any specific financial objectives you have set together.
05
Be honest and transparent when answering questions about your income and employment status. Provide accurate information about your individual incomes as well as any shared financial responsibilities.
06
Answer any additional questions about your married life that the questionnaire may ask. These can include questions about your insurance coverage, estate planning, or any specific concerns you have as a married couple.

Who needs client questionnaire - married:

01
Couples who are married and wish to provide detailed information about their financial situation to a company or service.
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Individuals who are married and want to ensure that their shared financial goals and responsibilities are documented and considered.
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Couples who are undergoing a financial planning process and require a comprehensive understanding of their financial situation as a married couple.
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Client questionnaire - married is a form that collects information about the married status of the client.
Married clients are required to file the client questionnaire - married.
Clients must fill out the client questionnaire - married by providing accurate information about their married status.
The purpose of the client questionnaire - married is to gather information about the marital status of the client for tax or legal purposes.
Clients must report their marital status, spouse's information, and any relevant marriage-related details on the client questionnaire - married.
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