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Author Question: Which of the following should be included on an estate planning checklist or intake sheet? a. ... (Read 57 times)

armygirl

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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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Answer to Question 1

d

Answer to Question 2

b





 

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