Client Trust Questionnaire
We would like to welcome you and prepare you for your upcoming meeting! Please complete, to the best of your ability, the below information gathering form. If you are unsure of any area, leave it blank and we will talk about your options..
Additionally, if you have REAL PROPERTY or TIMESHARES , please provide a copy of your GRANT
DEED and TAX BILL or MEMBERSHIP PAPERWORK. If you have any corporations, please provide the
CORPORATE BOOKS AND RECORDS as well as ANY OTHER DOCUMENTATION you feel is relevant.
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Email *
Client Personal Information
Today's Date
MM
/
DD
/
YYYY
Client Name
Social Security Number (Last 4 digits)
Are you a U.S. Citizen?
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Date of Birth
MM
/
DD
/
YYYY
Are you:
Previous Marriages? If YES, please provide the name of your Ex Spouse and Date of Termination. If NO, please enter 'N/A.'
Your Address?
City/State/Zip Code
County of Residence
Home Phone Number
Work Phone Number
Cell Phone Number
Email Address
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