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If you are married, your spouse will be automatically selected as your primary agent throughout this interview. Please know that you are not required to have your spouse as your primary agent and you may choose to have another individual act as your primary helper.
Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your full middle name if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other names in the “also known as” field.
Financial Information
Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your intake to us.
