Estate Planning Seminars | Wills - LPA- Protection - Funeral Plans

Tel: 07967 670838

email: enquiries@epseminars.co.uk

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REQUEST A FREE CONSULTATION

Please complete our short questionnaire below to request your free no obligation one to one consultation with one of our experts.

Please complete our short questionnaire below to request your

free no obligation one to one consultation with one of our experts.

request a1 to 1 consultation

1. Salutation

Mr

Mrs

Miss

Ms

Dr

Other

2. Full name

3. Full address including postcode

4. Email address

5. Mobile number

6. Would you like a no-obligation consultation?

Yes

No

7. Are you a homeowner ?

With mortgage

Without mortgage

Renting

Living with parents

Other

7a. Other information

8. Marital status?

Married/Civil Partnership

Single

Cohabiting

Divorced

Widowed

Separated

9. Do you have children?

No

Under 18

Over 18

With complex needs

10. Do you have any estate planning in place?

Wills

Wills for business

Lasting Powers of Attorney

Trusts

Other Information

10a. Other Information

11. What estate planning advice would you like your no-obligation consultation to cover?

Wills

Wills for business

Lasting Powers of Attorney

Property Protection Trust

Vulnerable Beneficiary Trust

Life time Trust

Trusts

Paying for Care

Probate

Other information

11a. Other Information

12. We also offer a no-obligation financial consultation conducted by one of our wealth partners, if you would like a consultation on financial planning, please fill out the areas you wish to discuss.

Retirement Planning

Pension Planning

Investment Planning

Inheritance tax planning

Financial planning

Childrens future financial planning

Life and/or Critical Illness

Personal Protection

Family Protection

Business Protection

Other

12a Other Information

13. What is the best time to contact you?

Morning

Afternoon

Evening

Comments

15. Are you part of a group that would benefit from a seminar.

Yes

No

15a. If YES please provide more information about your group.

16. Would your workplace benefit from a seminar

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16a. If YES please provide more information about your workplace.

17. Do you have any friends or family that might benefit our service.

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18. Keep up to date with the latest Estate Planning news by receiving our Newsletter by Email.

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19. By selecting the box below, you agree that your details will be passed on to a third party partner to be used solely for consultation purposes

Yes

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CONTACT

Tel: 07967 670838

email: enquiries@epseminars.co.uk

OFFICE HOURS

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

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