Name
*
First Name
Last Name
Email
*
Phone Number
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Marital Status
Do you have children?
Do you have dependents other than children?
*
If yes to children or dependants, please advise number and age of each or N/A
*
Approximate total value of your estate
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Including property, savings, investments, etc.
Do you own any properties?
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If yes, please provide details (type, location, estimated value) or N/A
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Do you have a will?
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If yes, please advise if up to date or when last updated or N/A
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Have you made any gifts to family or friends in the last 7 years?
If yes, please provide details or N/A
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Do you have any trusts established?
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If yes, please provide details or N/A
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If yes, please advise amounts, date of gift and recipients or N/A
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What are your main objectives for estate planning?
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Tick all that apply
Other (please specify) or N/A
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What are your main concerns about your current estate plan?
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Tick all that apply
Other (please specify) or N/A
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What specific questions or topics would you like to discuss during our meeting or N/A?
*
Thank you for submitting your comments
We will be in touch for further details on your declarations where needed before we draft your self assessment tax return for 2019/20
Mirandus Accountantas
