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Advising Transgender Clients on Estate Planning and Vital Records

ACTEC Trust & Estate Talk

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Guidance on Updating Identity Documents for Transgender Clients

This chapter delves into the detailed process of updating identity documents for transgender individuals, starting with obtaining a name change order, and covers the sequential changes required for work, school records, social security, driver's license, passport, and other vital records. It also explores the complexities of changing gender markers on federal documents like passports and driver’s licenses, emphasizing the diverse state laws and procedures across the United States.

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