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Author Question: Which of the following should be included on an estate planning checklist or intake sheet? a. ... (Read 36 times)

armygirl

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on: Aug 2, 2018
Which of the following should be included on an estate planning checklist or intake sheet?
 
  a. Client's name, date of birth and address
  b. Marital status
  c. Children's names and addresses
  d. All of the above

Question 2

State statute is the only source of fiduciary power.
 
  a. True
  b. False


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1_Step_At_ATime

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Reply #1 on: Aug 2, 2018
Answer to Question 1

d

Answer to Question 2

b


armygirl

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Reply #2 on: Aug 2, 2018
Thanks


1_Step_At_ATime

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Reply #3 on: Aug 2, 2018
Welcome :)


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