Financial Summary for LGBTQ+ Clients - Fendrick Morgan

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Financial Summary for Married LGBTQ+ Clients

We expedite the information intake process by offering clients the convenience of fillable forms.

Financial Summary LGBTQ+

Personal Information

Spouse 1

First Name

Last Name

Nickname

Email Address

Primary Phone Number

Secondary Phone Number

Address

Address

Current Address

Current Address

Address Line 2

Address Line 2

City

City

State/Province

State/Province

Zip/Postal

Zip/Postal

Spouse 2

First Name

Last Name

Nickname

Email Address

Primary Phone Number

Secondary Phone Number

Is Spouse 1 address the same as Spouse 2?

Yes

No

Spouse 2 Address

Spouse 2 Address

Current Address

Current Address

Address Line 2

Address Line 2

City

City

State/Province

State/Province

Zip/Postal

Zip/Postal