QLD - Lexon Wills & EPA Risk Procedure Pack
Nov 20, 2018 - 0 comments
- 1 Estate Planning Checklist (LL-QLD-LWPA-001);
- 2 Initial Contact Checklist(LL-QLD-LWPA-002);
- 3 Will Appointment Checklist(LL-QLD-LWPA-003);
- 4 Will Instructions Checklist(LL-QLD-LWPA-004);
- 4A No Immediate Will Acknowledgement(LL-QLD-LWPA-005);
- 5 EPA Instructions Checklist(LL-QLD-LWPA-006);
- 6 Will Execution Checklist(LL-QLD-LWPA-007);
- 7 EPA Execution Checklist(LL-QLD-LWPA-008);
- 8 EPA Essential Advice and Understanding(LL-QLD-LWPA-009);
- P1 Letter enclosing costs agreement(LL-QLD-LWPA-010);
- P2 Letter chasing instructions(LL-QLD-LWPA-011);
- P3 Letter to doctor(LL-QLD-LWPA-012);
- P4 Letter re completion of work(LL-QLD-LWPA-013);
- P5 Letter to attorney re non engagement(LL-QLD-LWPA-014);
- P6 Letter to client enclosing EPA(LL-QLD-LWPA-015);
- P7 Letter to client enclosing draft will (including FPA risk) part 1 of 2(LL-QLD-LWPA-016);
- P7 Practitioner notes - Family Provision Application part 2 of 2(LL-QLD-LWPA-017);
- P8 Letter to client's accountant or financial planner(LL-QLD-LWPA-018);
Categories :
Tags :
Write a comment
Nothing here yet?
Log in to post to this feed.