Paralegal-log Log an Outcome Pick the outcome. If it's a sale, you'll add the payment details next. Details Adviser Choose your name Shaw, S Branson, N Mills, C Sudbury, N Stephenson, S Stratford, C Martin, P Lambert, T Preston, T Coss, E Margetson, C Client name Outcome Sale No sale 2nd booked To reschedule No show Cancelled Comments (optional) Sale details Product Choose a product 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 Sale date Reference (optional) Selling price £ Amount paid today £ Payment method Choose method Card Bacs Cash Cheque Lead source (optional) None Self generated (SG) Referral (RF) VAT rate % Log outcome
