Cuestionario de Planificación de Bienes (Estate Planning Questionnaire)

¡Enhorabuena! Usted está tomando el primer paso para organizarse para la planificación de su patrimonio.

Al bajar a un buen comienzo es extremadamente importante. Como resultado de ello, hemos preparado un formulario para ayudarle a planear su patrimonio. Esta Planificación Patrimonial Cuestionario está diseñado para ayudar a reunir la información necesaria para la planificación del patrimonio pensativo antes de la consulta inicial.

Será un placer para hacer frente a todas las áreas que presentan dificultad en la consulta. Toda la información se mantendrá estrictamente confidencial. En la consulta inicial gratuita vamos a revisar la información que usted proporciona, discutir nuestras recomendaciones preliminares, y están de acuerdo sobre los honorarios por nuestros servicios.

Descarga del cuestionario en formato Microsoft Word

Descarga del cuestionario en formato PDF

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