Client Interview

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!

Instead, we provide this standardized Client Interview

Using this document template guarantees you will save time, cost and efforts! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!

Download this Client Interview

PART I - PERSONAL DATA NAME of DECEDENT:_________________________________________________________ Alias Names (if any):____________________________________________________________ Street Address:_________________________________________________________________ City:___________________________ State:____________________ Zip Code:_____________ Date of Birth:__________________________________________________________________ Place of Birth:__________________________________________________________________ Date of Death:__________________________________________________________________ Place of Death:_________________________________________________________________ Social Security Number:__________________________________________________________ Was Decedent a U.S. citizen Yes: _ No:___ If naturalized U.S. citizen, Date and Place of Naturalization:_____________________________ ______________________________________________________________________________ Location of Will, if any:__________________________________________________________ Date of Will:___________________________________________________________________ Page 1 of 7 Location of Codicils, if any:_______________________________________________________ Date of Codicils:________________________________________________________________ NAME of PERSONAL REPRESENTATIVE:______________________________________ Street Address:_________________________________________________________________ City:___________________________ State:____________________ Zip Code:_____________ Home :_______________________________Cell :__________________________________ Work :________________________________Fax :__________________________________ E-mail:_________________________________Pgr :__________________________________ Relationship to Decedent:_________________________________________________________ NAME of ALTERNATE REPRESENTATIVE:_____________________________________ Street Address:__________________________________________________