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Practice Fit Determination Style 2 – Welcome Letter (OCF.7)

Welcome Letter Template
…During our telephone conversation we discussed (your Medicaid planning needs / the Medicaid planning needs for your loved one, NAME). We set a first client appointment for you on (DAY), (DATE), at (TIME) (am / pm), with our attorney, (ATTORNEY NAME)…

…Your appointment will be at our (LOCATION). I have included a map and directions for your convenience …

…As we discussed on the telephone, you do not need to bring anything to this first client appointment…

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