This checklist documents 15 types of documents that may be needed when conducting a client interview. It includes common identity and legal documents like identity cards, passports, birth certificates, and marriage certificates. It also includes documents related to accidents, medical issues, property, and immigration status such as police reports, medical bills, sale agreements, insurance information, and visas. Space is provided to list any other relevant documents on a case-by-case basis.
This checklist documents 15 types of documents that may be needed when conducting a client interview. It includes common identity and legal documents like identity cards, passports, birth certificates, and marriage certificates. It also includes documents related to accidents, medical issues, property, and immigration status such as police reports, medical bills, sale agreements, insurance information, and visas. Space is provided to list any other relevant documents on a case-by-case basis.
This checklist documents 15 types of documents that may be needed when conducting a client interview. It includes common identity and legal documents like identity cards, passports, birth certificates, and marriage certificates. It also includes documents related to accidents, medical issues, property, and immigration status such as police reports, medical bills, sale agreements, insurance information, and visas. Space is provided to list any other relevant documents on a case-by-case basis.