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Home
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Services for Individuals
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Wills, Tax, Trusts & Estate Administration
Wills Enquiry Form
About You
Please complete the questions below and a member of our team will contact you within one working day to discuss your requirements with you. Alternatively speak to
Claire Carberry
by emailing
claire.carberry@dmhstallard.com
or by calling her on 01293 585610, or speak to your usual contact in the
Private Client Team.
Name
Address
Home telephone
Mobile
Best time to call?
Morning
Afternoon
Early Evening
Email
What is your preferred method of correspondence?
Email
Phone Call
Post
Your Family
Are you married?
Yes
No
Have you ever been married before?
Yes
No
Are you living with a partner?
Yes
No
Do you have any children or dependants?
Yes
No
Which of the following estate planning documents have you made before?
Wills
Trusts
Powers of Attorney
None of the above
Do you benefit from a trust?
Yes
No
Your Home
What is the approximate value of your property?:
---please select --
£100,000 - £150,000
£150,000 - £250,000
£250,000 - £350,000
£350,000 - £450,000
£450,000 - £550,000
£550,000 - £650,000
£650,000 - £750,000
£750,000 - £850,000
£850,000 - £950,000
£950,000+
Do you own a business?
Yes
No
Do you own a property or business abroad?
Yes
No
How can we help?
I would like to discuss:
Powers of Attorney
Tax Advice
Estate Planning
Something else
If there is something else you would like to discuss, please provide brief details here
Can you provide brief details of what you would like your Will to include and why?
I wish to Register for DMH Stallard Lifestyle - Our Regular Newsletter
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Contentious Trusts and Probate
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Wills
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Private Defence Representation
Services for Older People
Powers of Attorney
Formation and administration of trusts
Management of affairs
Court of Protection and Deputyship
Tax and Estate planning
Wills
Residential Property
Buying and Selling Properties
Re-mortgaging & Equity Release
Planning
Wills, Tax, Trusts & Estate Administration
Contentious Probate
Powers of Attorney
Succession planning
Tax planning
Formation and administration of trusts
Wills
Estate Administration
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