Paralegal-log Log a Sale Adviser Name — Select — Shaw, S Branson, N Mills, C Sudbury, N Stephenson, S Stratford, C Martin, P Lambert, T Preston, T Coss, E Client Name Status — Select — Sale No Sale Cancelled 2nd Booked To Reschedule No Show Product — Select — 1 – Single Will 2 – Single Will – Vulnerable Person/Disability Trusts 3 – Single Will – Discretionary Trusts 4 – Single Will – Right of Occupation 5 – Single Will – Business Property Relief Trust 6 – Mirror Will 7 – Mirror Will – Vulnerable Person/Disability Trusts 8 – Mirror Will – Discretionary Trusts 9 – Mirror Will – Right of Occupation 10 – Mirror Will – Protective Property Trust (PPT) 11 – Mirror Will – Business Property Relief Trust 12 – Single Asset Allocation Trust (AAT) / Family Protection Trust (FPT) 13 – Double Asset Allocation Trust (AAT) / Family Protection Trust (FPT) 14 – Deed of Variation (based upon complexity) Prices From 15 – 1 x Lasting Powers of Attorney (per person per LPA) 16 – 2 x Lasting Powers of Attorney (per person per LPA) 17 – 4 x Lasting Powers of Attorney (per person per LPA) 18 – Declaration of Trust (severance of tenancy in unequal shares) From 19 – Balance Payment 20 – Package – Single Will + Single AAT/FPT + 2 x LPA’s 21 – Package – Mirror Will + Double AAT/FPT + 4 x LPA’s 22 – Package – Mirror Will PPT + 4 x LPA’s 23 – Accounting Adjustment – Invoice Cancelled 24 – Deceased Joint Proprietor (DJP) 25 – Probate Date Ref Number Selling Price Amount Paid VAT (%) Lead Gen — Blank — SG – Self Gen RF – Referral Payment Type — Select — Card Bacs Cash Cheque Comments Submit
